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Clone a Company Level Inspection Template

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Objective

To clone an inspection template at your Company level.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's Inspections tool.

Steps

  1. Navigate to the Company's Inspections tool.
  2. Click View next to the inspection you want to clone.
  3. Click the ellipsis icon-ellipsis-vertical.png icon, then click Clone.
  4. The following fields will be prefilled from the existing template:
    • Name
      Note: The inspection template's 'Name' field is cloned, but inspection template names must be unique. Therefore, you must edit the cloned template's name and make it unique before it can be saved.  
    • Type
    • Trade
    • Description
    • Attachments
    • Sections
    • Items
    • Default Response Phrasing
  5. Edit the fields as needed.
  6. Click Create.