89

Using SimplChek

Last Update há um ano

Using Simplchek Subscribing Using a Discount Code How to Approve/Reject an Action Plan Workflow How to annotate a photo while performing an inspection How to set up an action plan default value

How to Find the Template Library

Finding the template library, how to use templates

simplchek

Last Update há um ano

When is this helpful?

This is helpful when selecting an audit form/checklist from the SimplChek template library. You can modify the templates to meet your checklist needs.

Find the Template Library

1. Log in to the admin portal on your computer.

2. Navigate to Setup > Forms/Checklist.

(INSERT IMAGE HERE)

3. Click on Create New or click on the Add New Checklist button in the top-right.


You will be redirected to the Template Library, where you can search by different departments/industries.​

(INSERT IMAGE HERE)

4. Use the Category drop-down to search templates by industry.

(INSERT IMAGE HERE)

The following screen appears:

(INSERT IMAGE HERE)

5. Click on a template. The following screen appears:

(INSERT IMAGE HERE)

6. Click the Use This Template button. You will be redirected to a new page where you can Edit any question from the checklist.

For more details on how to customize your selected template, click Configure the Audit using Form Builder.
Note: We are constantly adding new templates. If you are looking for a specific template that we don't currently have available, please let us know on the live chat or by emailing us at [email protected].

Was this article helpful?

0 out of 0 liked this article

Still need help? Message Us