Within each template or report, you can edit the Standards of Practice that your client will see on their report. You may have state-specific verbiage that you need to enter or you may just want to explain the inspection process to your clients. Additionally, this guide covers removing, troubleshooting, and advanced customization of SOPs to ensure your reports meet your specific needs. Either way, we've got you covered!
Check out our YouTube video here to learn the full scoop on Templates:
Enabling Standards of Practice in your Template
This section provides step-by-step instructions for finding and enabling the Standards of Practice ("SOP") in your template.
Click "Templates"
Click the 3 dots on the right
Click "Template Settings"
Click "Display Options"
Check the box "Display Standards of Practice"
Click "Save"
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Before you add new text for your Standards of Practice, you'll want to make sure it's enabled on your template! This setting allows the standards to show on the final report for your client or agent.
Removing Standards of Practice from Templates
To remove Standards of Practice from a template:
Go to Templates > My Templates.
Select the template and click the three dots next to its name.
Choose Template Settings > Display Options.
Uncheck Display Standards of Practice.
Save your changes.
Editing the Standards of Practice in your Template
This section provides step-by-step instructions for adding and editing the Standards of Practice ("SOP") in your template.
Click "Templates"
Click "My Templates" to open your templates list
Select your template from the dropdown list
Click the ✏️ icon next to the name of the section you want to edit
Enter your Standards of Practice in the text box
Click "Save"
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Adding text to the Standards of Practice box ensures that the information will show up for the client or agent on the final report. For the SOP to show, the setting needs to be enabled and text needs to be saved to the template.
Enabling the Standards of Practice in your Report
This section provides step-by-step instructions for enabling the Standards of Practice on your existing report. This setting allows the standards to show on the final report for your client or agent.
Click on your inspection
Click "Edit" below the report name
Click the 3 dots on the right
Click "Report Settings" from the dropdown menu
Click "Display Options"
Check the box to "Display Standards of Practice"
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If you did not enable the Standards of Practice before building the report, you can enable it now!
Removing Standards of Practice from Reports
To remove Standards of Practice from a report:
Open the report in the web editor.
Click the three dots in the top-right corner.
Select Report Settings > Display Options.
Uncheck Display Standards of Practice.
Save your changes.
Editing the Standards of Practice in your Report
This section provides step-by-step instructions for adding and editing the Standards of Practice in your existing report.
Click on your inspection
Click "Edit" below the report name
Click the section you want to edit/add standards to
Click the ✏️ icon next to the section name
Enter or edit your Standards of Practice in the text box
Click "Save"
Click "Preview/Publish"
Click the "Standards" to view your newly added or edited text
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Adding text to the Standards of Practice box ensures that the information will show up for the client or agent on the final report. For the SOP to show, the setting needs to be enabled and text needs to be saved to the report.
Troubleshooting SOP Display Issues
SOP Not Appearing After Adding: Ensure the inspection was created after template changes. Re-add the template if necessary.
SOP Still Appears After Turning Off:
Force a refresh by clicking the three dots next to Preview/Publish and selecting Force Payload Rebuild.
Clear your browser cache if using a web browser.
Blank SOP Page in PDF: Uncheck the Display Standards of Practice option in the report settings.
Advanced Customization Options
Switching to InterNACHI Standards: Copy the InterNACHI SOP text from a template in the Template Center and paste it into your existing template. Save the changes to retain your current template structure.
Attaching SOP PDFs:
Open the template editor.
Click +Attachment in the bottom-left corner.
Upload your SOP PDF file.
Using External Links: Upload your SOP to Google Drive, set it to shareable, and include the link in your agreement or emails.
FAQs and Common Issues
Why are Concern Categories appearing in the SOP section? This occurs when Concern Categories are added under the SOP area in the template. Edit the SOP fields in the template to resolve this.
Can I edit SOPs directly in a report? Yes, you can edit SOPs in the report editor for individual reports without affecting the template.
Not sure what standards of practice are? Check out this post from our team!
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
