Create and use Quality Item templates

Use templates to reduce repeated data entry and keep common checks consistent from one item to the next.

Best for: Quality managers on desktop web · Requires: Quality Item write access.

1. Open a Quality List on desktop.
2. Choose Manage Templates.
3. Add a template with the reusable title, description, trade, dates, assignee, or approver details you need.
4. Return to the list.
5. Choose a template when adding a Quality Item, then update location and job-specific evidence.

Treat templates as starting points. Before you save a new item, review it so an old assignee or date does not carry into current work.

Back to Quality Lists Help