Creating/Editing a Form Template

To create a new form template, head to the Categories/Templates Page - via links available on the Left Navigation Bar, and navigate to the Asset Details / Inspection Form Templates Tab.

On the Inspection Form Templates list, each inspection template row shows a small scope chip (for example purchase, sale, or off rent) indicating which kind of inspection the template is used for, so you can tell inspection types apart at a glance.

Click on the + Create Form Template button to open the Form Template Popup.

The form template's type (Asset Details or Inspection) is set by the tab you opened the popup from and is shown as a read-only label in the popup — it can't be changed from here. Provide a name for the template in the Description field.

The form can then be populated with form items using the Item Selection Section on the left side of the popup. Items can also be filtered by type using the filter atop the Items Table.

To add an item to the form, click on the item row to select it, and then click on the Add button that appears on the right corner of the item row. Alternately, double clicking an item also adds it to the form.

If desired form item is not available and a new form item needs to be created, click the create item button to create a new item on the go.

Newly added items will appear on the right side of the popup, temporarily appearing blue, before returning to white. Hovering over the item displays two action buttons on the right corner of the item.

The red x button removes the item from the form. The = button allows dragging the item up and down to sort them in the form.

Inspection Question Blocks

On an Inspection template, the selected items are additionally organized into blocks — labeled sections that say where on the machine a question is asked (for example General, Engine, Cab/Controls, Left, Rear, Right, Front, Other). Each block shows as a shaded section heading in the selected-items table, with its questions listed underneath; a block with no questions yet still shows its heading with a "— drag questions here" placeholder, so you know it's available.

A question belongs to whichever block its row currently sits under. Move a question into a different block either by dragging its row into that block's section, or — without needing to drag — by hovering the row and clicking the Move To Block folder icon to pick a block from the menu. A newly added item starts in General until moved. (Asset Details and New Asset Detail Checklist templates don't use blocks — every item stays in one flat list.)

A blue colored button on the top right side of the selected items table allows viewing a preview of the form that will be built. The preview opens with a toolbar showing the form's type (Asset Details or Inspection) and an x button to close the preview and return to the Form Template Popup. On an Inspection template, the preview also shows each block's heading — a bar with an icon and the block's name — but only once the template actually uses more than one block; a template that keeps every question in a single block previews with no headings, exactly as it did before blocks existed. The same block headings appear wherever the finished inspection is shown to the person filling it in or reviewing it afterward — the inspection's own Checklist tab, the Inspection Report, a public inspection link, and the category's read-only Inspection Form Mockup tab.

Once information is provided for the form, click Save to submit information and have it stored into our database.

To edit an existing form, click on a form template row to open it in the Form Template Popup. Modify any required information and click Save to submit information and have it stored into our database.

A warning prompt will be shown when updating an existing Form Template, informing user of the scale of impact of their changes. Confirming this prompt will update the form template.

Cloning a Template

To clone a template, head to one of the Form Templates Page and right click on a Form Template Row to open the action menu. Clicking on the Clone Template option opens up the Form Template Creation Popup, with information cloned from the previous template. User can choose to modify any information needed, and click Save to create a new template with cloned information.