Add templates to actions
Why add templates to actions?
- By default, organizations can't add templates to actions or start inspections directly from an action unless they turn on the option to link templates to an action type.
- If you have "Actions: Settings" permission, you can turn on the option to link templates to an action type. This allows your team to add a template and start an inspection directly from an action.
What you'll need
- Any eAuditor Plan
- Web app or mobile app
- Any seat type
- You can add up to 25 templates to an action, one at a time.
Add a template to an action
1. Log in to the web app.
2. Select Actions iconActions from the menu on the left-hand side.
3. Create an action or view an assigned action.
4. In the “INSPECTIONS” section, click Add template iconAdd template.
- To add more templates, click Plus icon on the corner of the section.
5. In the pop-up window, select a template and click Add.
- To preview or remove the template, click More horizontal icon and select Inspections icon mobilePreview or Cross/close/clear iconRemove.
6. Click Create or Save.
- If the action is part of a recurring series, select either This action only or This action and all future actions in this series in the pop-up window, and click Save changes.
1. Open the mobile app.
2. Tap Actions iconActions at the bottom of your screen.
3. Create an action or view an assigned action.
4. Scroll down to the “INSPECTIONS” section, tap Inspections icon mobileAdd a template to start an inspection and select the template you want to add.
- To add more templates, tap Plus icon at the corner of the section and select the template.
- To remove the template, click More horizontal icon at the right side of the template and tap Remove.
5. Tap Create at the upper-right of your screen or Close at the upper-left.
Frequently asked questions
No, if you don’t have access to a specific template, it won’t show up as an option when creating or updating an action.
They will not be able to view the template or any inspections started from the action. Only users with access to the relevant templates or inspections can see and interact with them. However, if you have the “Conduct, edit” template access level at a minimum, you can give template and inspection access to groups and users.
If an added template is archived or deleted, action assignees will no longer be able to start an inspection from that action. To continue using the action, you’ll need to remove the archived or deleted template and add a new template.