Support Articles

Template categories and items

Templates contain lists of instructions and activities that you want your crew to perform. The sections below describe the different options you can choose from when adding these items to a new template. Keep in mind that some items aren't available for some types of templates.

Template categories

Categories are simply a way to group the items in a template. We have two types of categories: basic and approval. Each template must have at least one category.

Category (Inspections, Maintenance, Inventory, Forms, Audits)

This is the basic category. Drag as many as you need onto a template, then drag the items you need onto each category.

Approval (Inspections, Forms)

Approval categories are available in inspections and forms, but they differ slightly between the two template types:

  • Inspections approvals An inspection can only contain one approval category. By default, an approval added to an inspection template will contain a single Done item. However, you can delete that item from the approval category, or drag in additional ones. You must also select the space in Logs where you want the approval to be completed. Once the inspection or survey has been finished, it will move to the selected space to wait for approval.

  • Forms approvals A form can contain multiple approval categories. Once you drag an approval category onto a forms template, you can then drag the items you want onto the approval. You must also either select a space in Logs where you want the approval to be completed, or Shore. Once the form has been finished, it will move to the selected space or , if you selected Shore, to the Submitted tab in Forms to wait for approval.

Template items

Template items are the instructions and activities you want your crew to perform. Remember, not every item type is available for all template types.

Audit Item (Audits)

Users must select from four standard responses: Conforming, Non-conforming, Not Audited, or N/A. If they select Non-conforming, they will be required to add a finding.

Crew Selection (Inspections, Maintenance, Inventory, Forms, Audits)

Users must select a name or names from a list of your company's active employees. This item could be used to take attendance at a meeting or a training session.

With Forms templates, you have two additional options for the Crew Selection item:

  • You can configure the list to be single-select (only one response allowed) or multi-select (multiple responses allowed).
  • You can choose whether or not the item should add a record of attendance to each selected crew member's personnel record.

Custom Dropdown (Forms)

Create your own list of custom responses for users to choose from. You can configure the list to be single-select (only one response allowed) or multi-select (multiple responses allowed).

Date (Inspections, Forms, Audits)

Users must select a date from the calendar for the specified item.

Done (Inspections, Maintenance, Forms, Audits)

Users must select a check box to indicate they've completed the task or activity you describe.

Dropdown (Forms)

Create a list based on your company's assets, locations, divisions, or positions. You can configure the list to be single-select (only one response allowed) or multi-select (multiple responses allowed).

Enter a description (Inspections, Maintenance, Forms, Audits)

Users must enter a description of the item you specify.

Fail | Pass (Inspections, Maintenance, Forms)

Users must select Fail or Pass. If they select Fail, they will be prompted to create a new task.

Field (Inspections)

Enter a description of an item you want users to count. If you include a minimum and maximum threshold for the item (optional), any values above or below the threshold will be considered "out of spec" and will prompt the user to create a new task.

Instruction (Inspections, Maintenance, Inventory, Forms, Audits)

Enter an instruction for users to follow.

Inventory (Inventory)

Select an inventory item from your list of parts for your crew to count.

No | Yes | N/A (Inspections, Maintenance)

Users must select No, Yes, or N/A. If they select No, the item will fail.

Numeric (Forms)

Users must enter a numeric value for the specified item. Unlike the Field item in Inspections templates, you don't set a minimum and maximum value for this item, and users won't be prompted to create a task.

Radio Buttons (Forms)

Create a set of options for users to choose from. Users can only select one option.

Readings

Users must record a reading for a selected component. If you include a minimum and maximum threshold for the reading (optional), any readings above or below the threshold will be considered "out of spec" and will be displayed on that asset's card on the Overview tab in Overview.

Replaced |Ok

Users must select Replaced or Ok. If they select Replaced, the Replace Component window will display, and they must indicate the date and time they replaced the component. They will also have the option to update the make, model, part, and serial number for the component. This will replace the component and reset its accumulated hours back to zero.

Running Hours

Users must record the running hours for a selected component.

Time

Users must enter the time for the specified item.