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GuideTemplates and checks

How check templates and completed checks work

Why templates are separate from the checks staff complete.

A template is the list of questions. A check is one completed copy of it.

Why templates are reusable

Write the questions once, then schedule them for any asset as often as needed. Fixing a template improves every future check that uses it.

Why past checks don't change

When you edit a template, checks already completed keep the answers and questions they had at the time. This protects your records for audits.

Copy instead of starting again

Copying a template is the quickest way to make a variation, for example a van check based on a car check.

Results and reports

Completed checks appear in Safety Checks with pass and fail details, and can be exported as a report for inspections or customers.