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6. Custom Sets: Creating Reusable Lists
7min
By leveraging Custom Sets, you can quickly build out new inspection templates, ensure consistency in common areas across multiple inspection types, and save time. The feature is flexible to adapt as your item lists evolve over time. Custom Sets are a powerful tool for streamlining your inspection template creation process in Visualogyx.
- Navigate to the Custom Sets section under "Tools" from the top right side of the main menu
- From the Custom Sets page, click the "+ New Custom Set" button in the middle.
- Enter a name for your new set
- Select which team(s) the set should be available to, or choose "All" to make it available to all teams
- Enter the item details in the fields provided
- Click the add item button to save the item to the set
- Repeat for each item you want to include in the Custom Set
- Click "Create" to save the new empty Custom Set
- Open a Custom Set from the list on the Custom Sets page
- Click "+ Add Item"
- Enter the item details in the fields provided
- Click the add item button to save the item to the set
- Repeat for each item you want to include in the Custom Set
- When creating or editing an Inspection template, the Custom Sets option will appear in the template builder when either single, multiple choice or drop-down's are selected. Like below:
- Click "Custom Sets" and select the set you want to add from the dropdown menu
- The items from the selected Custom Set will be inserted into your template
- You can still customize the imported items or add additional ones specific to that template
- From the Custom Sets list, click on a set to view and edit its details and items
- You can change the set name, associated teams, and add/remove/modify items as needed
Updated 27 Sep 2024
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