Creating Your First Template

Creating Your First Template

Getting Started with Templates

Templates are the foundation of your inspection workflows in Visualogyx. They allow you to standardize and streamline the data collection process, ensuring consistency and completeness across your inspections. Follow these steps to create your first template and start conducting inspections efficiently.

Step 1: Access the Template Builder

  1. Log in to your Visualogyx account.
  2. Navigate to the "Templates" section from the left-hand menu or dashboard.
  3. Click the "New Template" button in the top-right corner.
  4. Choose to start a template from scratch, start with a pre-built template, or import a template from the template library.

Step 2: Customize the Template Details

  1. Provide a descriptive name for your template.
  2. Optionally, you can add a template description to provide context or instructions.
  3. Click the "i" icon on the right-hand side of the screen to access additional template settings. Here, you can disable photo uploads for the entire template if you want photos to be taken in person at the time of the inspection.

Step 3: Build the Template Structure

  1. Use the drag-and-drop interface to add various field types to your template, such as text, multiple-choice, date, media (photos/videos), and signatures.
  2. Arrange the fields in a logical order that aligns with your inspection workflow.
  3. Utilize the section dividers to group related fields and improve template organization.

Step 4: Configure Field Properties

  1. Click on a field to access its properties in the right-hand panel.
  2. Customize the field label, placeholders, require field properties (e.g., required, character limits, date ranges).
  3. For multiple-choice fields, add answer options and specify whether multiple selections are allowed.
  4. Enable conditional logic to show or hide specific fields based on previous responses.

Step 4: Configure Field Properties

  1. Click on a field to access its properties in the right-hand panel.
  2. Customize the field label and instructions.
  3. Add a placeholder text to provide guidance or examples for the field.
  4. Mark fields as required or optional.
  5. Enable the ability to annotate fields with notes or images.
  6. For multiple-choice fields, select multiple options and for single-choice fields, specify predefined options.
  7. Disable file uploads to ensure that all evidence captured is from within the time the inspection was conducted.

Step 5: Preview and Test the Template

  1. Use the "Preview" button on the top right to visualize how the template will appear to your team.
  2. Test the template by filling it out and ensuring all fields function as intended.
  3. Make any necessary adjustments based on your testing.

Step 6: Save and Activate the Template

  1. Once you're satisfied with the template, click the "Publish" button. This activates the template to make it available for use in your team’s inspections.

Tips and Best Practices

  • Start with a clear understanding of your inspection requirements and objectives.
  • Involve subject matter experts and stakeholders in the template creation process.
  • Leverage existing industry standards or regulations to ensure compliance.
  • Regularly review and update your templates to reflect changes in processes or requirements.
  • Encourage feedback from your inspection team to continuously improve the templates.

With well-designed templates, you can ensure consistent and accurate data collection, streamline your inspection workflows, and drive operational excellence across your organization.

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