Templates

Template importing, editing, sharing, and customizing

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42 articles in this collection
Written by Michael Wagstaff, Kevin Wagstaff, Casey and 3 others
Basics

Templates and Reports

What's the difference between a template and a report?
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

How to Add a Template to Your Account

Spectora has several prebuilt default templates ready for you to use. Here's how to add them to your account from the Template Center.
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Written by Michael Wagstaff
Updated this week

Renaming a Template

Change the name of your template
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Written by Casey
Updated this week

Template Basics: Sections, Items, and Comments

Templates in Spectora have a specific hierarchy - here's the terminology we use and some info about each.
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Written by Michael Wagstaff
Updated over a week ago

What does Default to Checked Mean?

Having a comment always default to being active in a report.
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Written by Casey
Updated over a week ago

Adding Default Photos to Your Reports

Learn how to add a default photo to your reports by adding them in the template editor.
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Written by Kevin Wagstaff
Updated this week

How to customize and auto-populate comments in your template (VIDEO)

Learn the basics of customizing comments in your template so they auto-populate in your reports.
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Written by Kevin Wagstaff
Updated over a week ago

How to edit Standards of Practice

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Written by Michael Wagstaff
Updated this week

Editing the Standards of Practice in a Template

Where to edit the SOP for the Template
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Written by Casey
Updated this week

Taking Maintenance, Safety, or Recommendations out of the Summary

How to change what appears in the Summary
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Written by Casey
Updated this week

Using optional sections/items

Add optional sections and items to keep your template streamlined yet ready for anything. Here's how.
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Written by Michael Wagstaff
Updated this week

Change Optional Section/Item to be Included in Every Report (Grey to Blue)

Don't see sections or items on your report that are in your template? You might just need to change optional sections to included
Casey avatar
Written by Casey
Updated over a week ago

How to add your signature to a report

It's easy to add a signature to your reports.
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Written by Michael Wagstaff
Updated this week

Copying a Section to Another Template

Transfer sections between templates
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Written by Casey
Updated this week

Adding a Link to a Comment

Adding a hyperlink to a website in a comment
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Written by Casey
Updated this week

Add a Defect to a General/Info Only Item

Adding a Red comment to a section where it doesn't appear
Casey avatar
Written by Casey
Updated over a week ago

Copying a Template for Editing

Duplicate your template
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Written by Casey
Updated this week

How to Delete a Template

Removing a template from your template list
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Written by Casey
Updated this week

How to Alphabetize Comments In a Template

Alphabetize info limitations defect observations in Template
Casey avatar
Written by Casey
Updated this week

Adding mobile reminders for yourself in your templates

Add reminders for any section or item in your template so be sure you don't miss anything!
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated this week