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Finding and Editing Template Settings
Finding and Editing Template Settings

Find and edit Item Ratings, Header Text, Defect Category Settings, Display Options

Support Team avatar
Written by Support Team
Updated over a week ago

When it comes to templates, there are many settings that you can utilize to make your report sleek and professional. Template settings will allow you to edit the name of your template, the friendly display name, header text, display options, item ratings, defect categories, re-inspection categories, re-inspection header, and sharing.

In this article, we will guide you on how to access your template settings and provide information on each section.

If you're interested in viewing a comprehensive overview of our Templates, please take a look at our Youtube video here.
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How to Find the Template Settings

In this section, we will guide you on how to reach your template settings. Simply follow the outlined steps and refer to the accompanying video for additional guidance.

  1. From your dashboard, click "Templates."

  2. Click "My Templates."

  3. Open the template you would like to edit the settings on.

  4. Once the template is open, click the three dots in the top right corner.

  5. Select "Template Settings."

  6. Finally, you'll be directed to your template settings where you can make edits.

πŸ’‘ Quick tip: Click on the video above to expand it in another window.


Please access the drop-down menus below to locate information on each of our available template settings.


Template Name

In this section, we will walk through how to edit the title name of your template and the friendly display name for your reports.

1. Name
This is the name of your template that is only visible to you, your sub-inspectors, and support staff/managers. Your customers will not see this name.

  • This is how it will show on your Inspection Details page:


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2. Friendly Display Name
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This is the name of your report as it appears to the client.

  • This is how it will show on your Inspection Details page:

  • This is how the client will see the Friendly Display Name on the Client Portal:

If you would like more details on how to edit the template name, check out this article.


Header Text

In this section, we'll briefly walk through the purpose of the header text, but we have an article that goes into more detail if you have further questions on this.

The header text box allows you to include extra text at the beginning of your reports. You can add text to the top of your reports for the Header Text and the Summary Header Text, both of which will appear in PDF and HTML formats.

Feel free to take a look at this helpful article for further information.


Display Options


In this section, we will cover all of the available display choices, such as the PDF and Summary PDF options.

  • Display Options

    You can customize which features will display on your reports. Each display setting comes with a description to the right.

Click on the blue links for a photo example of each setting!

  • PDF Options
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    With the PDF options, you have the ability to personalize the layout and footer wording for the PDF rendition of your report.

  • Summary PDF Options
    The summary PDF options are where you can choose to customize the summary of your PDF report. You can also change what your deficiencies are called in the Defect Label field. Some inspectors call them observations, defects, deficiencies, etc.

The summary only shows the deficiencies/observations you select in each report.


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Item Ratings

In this part, we will briefly guide you through the reason for the item ratings. However, we also have a more comprehensive article available if you have additional inquiries about this.

Item ratings give you the ability to evaluate your comments as either inspected (IN), not inspected (NI), not present (NP), deficient (D), and so on. You can set up classic ratings or custom ratings for a more personal touch.

Check out this article for more information.


Defect Categories

In this segment, we will provide a brief overview of the purpose of defect categories and also offer a comprehensive article for further guidance.

With Defect Categories, you have the ability to classify defects according to their degree of seriousness. You have the flexibility to choose from 1, 2, or 3 categories and assign them your desired labels.

Check out this article for more information.


Re-inspection Categories

In this section, we will walk you through what the re-inspection categories are for.

Re-inspection categories allows you to choose the number of categories for your re-inspected items and edit the label including resolved, not resolved, unsatisfactory for your re-inspections.

  1. Number of Re-inspection Categories

    With the number of re-inspection categories, you can choose between 1, 2, or 3 levels for selected choices when it comes to re-inspecting an item. If you want to have 3 option choices, you would want to set the number of re-inspection categories to 3.

  2. Re-inspection Category Labels

    The re-inspection category labels allow the ability to modify the category labels. If you would like to alter the names of "resolved," "unsatisfactory," and "not resolved" to something different, simply delete the current names and input the new ones. Additionally, you can decide whether or not to include these categories in the summary.

If you need a recap on how re-inspections work, check out this article for more information.


Re-inspection Header Text

In this section, we'll discuss the re-inspection header text.

The re-inspection header text feature enables you to include pre-written content at the beginning of each re-inspection report you generate. If you want to include any disclaimers for your re-inspections, this is the spot to do that.

This feature is only available for re-inspections done on V10 (Next Gen).


Sharing

In this section, we will give a quick summary of the sharing options and we have also included a more in-depth article below that explains this feature in more detail.

With the sharing setting, you have the ability to share your template through our Template Center, enabling other Spectora users to easily duplicate it into their own account. It's a great way to share your template with the community.

Check out this article for more information.


If you have any questions or feedback, write into our chat bubble or email support@spectora.com!

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