Create and publish a template

Steps

1. 1

   Open Templates and select New template.

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2. 2

   Enter a Title, for example Hot Work Permit Check, choose a Folder, such as Safety, then select Create.

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   Tip

   Use a title people will recognise on site, like "Forklift Pre-use Check". You can add Tags such as safety, monthly to make templates easy to find. You can rename a template at any time without publishing it again.

3. 3

   Select Add section to group your questions.

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4. 4

   Select Add question, then pick the response type for the question.

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5. 5

   Tick Required for questions that must be answered.

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   Note

   Only Admins and Site Managers can create, edit and publish templates. Inspectors and Viewers can see published templates, and Inspectors can use them to do inspections. Only Admins can delete a template.

6. 6

   Under Flagged responses, choose the answers that need follow-up, for example No.

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7. 7

   Select Publish, then confirm.

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   Careful

   Publishing locks this version, and it can't be changed after that. To make changes, edit the new draft Syraxis creates for you and publish again. Inspections that have already started keep the version they started with. Only new inspections use the new version. Archived templates can't be restored, so only archive a template you no longer need. Delete cannot be undone.

8. 8

   Check that the status shows Published. Older versions are under Version history.

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