Inspection Templates

HDS Doorways will come with two default inspection templates, the UPCS and the HQS inspection forms. In some cases, users may wish to create a custom template if they dont follow exact guidelines of the UPCS or HQS forms, such as a combination of the two. The Inspections Templates feature solves this need, and allows the ability for cloning a previously made template, editing a template, and deleting. Below is a step by step guide as to how to create a new inspection template.

Step-by-Step Guide to Creating an Inspection Template

1. Open the Maintenance center in Doorways by clicking the "maintenance" button in the header navigational bar.
2. Click the Inspection Templates tab.
3. Click the "Create Inspection Template" button.
4. Enter in a Name, and a Description for the new template.
5. Click "Generate Template".
6. You will be redirected to the list of Inspection Templates, click the name of the newly created template.
7. The Template detail window will appear with no Inspection Types, Required Inspection Categories, or Optional/Additional Categories. To add to these fields, click the "Add New" link beside the category you wish to add to.
8. Add Inspection Types - Inspection types are those such as an annual inspection, interim inspection, re-inspection, etc.
   1. Click "Add New".
      
   2. Enter in the name for the inspection type.
   3. Click "Create".
   4. If you need to make edits to an Inspection Type name, click the "Edit" link.
      
9. Add Required Inspection Categories - These Categories are required to be filled out when performing an inspection, they cannot be left with an "Incomplete" status to complete the inspection. 
   1. Click the "Add New" link.
   2. Enter a name for the new Required Inspection category.
   3. Click "Create".
   4. The new category will be added to the list of categories, which you can order by using the dragging tool.
   5. Click "Edit" to change the name of the Category if necessary.
   6. Click "Clone" if you wish to create a duplicate of a category.
   7. Click the name of the Category to add Category Questions, Inspection Items, and Amenities.