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Using Optional Sections & Items
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 Support Team
Updated this week

Optional sections and items are not included by default when your reports builds from the template, but rather are added on a per-inspection basis.  This allows you to build out templated comments that are ready without crowding your report.

For example, in many areas a pool might not be common, however, it is occasionally encountered.  In your template, you can build a Pool section that is optional.  When you encounter a pool, you add it in and have access to all your prebuilt pool comments!

Check out the videos and step by step guides below to see how you can make a section or item optional.


How to Make a Section Optional

💡Quick tip: Click on the video above to expand it in another window.

  1. Click "Templates"

  2. Click the pencil icon next to the section you want to make optional.

  3. Under the Optional/Included drop-down, click "Optional-add on a per-report basis."

  4. Click "Save"

  5. Once done, you will see the section turn from blue to gray. This indicates that the section is now optional and can be added in on a per-report basis.


How to Make an Item Optional

💡Quick tip: Click on the video above to expand it in another window.

  1. Click "Templates"

  2. Select the section which has the item under it.

  3. Click the pencil icon next to the section you want to make optional.

  4. Under the Optional/Included drop-down, click "Optional-add on a per-report basis."

  5. Click "Save"

  6. Once done, you will see the item turn from blue to gray. This indicates that the item is now optional and can be added in on a per-report basis.


FAQ:

  • How do I add my optional section or item to a report? Check out this article on how to add these into your report through the web and the app.

  • My section and item are currently listed as optional. Is there a way I can adjust this so it's not? Absolutely! To change it back, simply follow the same steps as before but use the option "Included in Every Report." In this article, we'll walk you through the process.


If you have any questions or feedback on this feature, or other parts of Spectora, write into our chat bubble or email support@spectora.com!

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