How do I Customize Web Writer Templates?

Topics in this Article:

• What are Templates?
• Access your Web Writer Template
• Hide/Show Property Overview Descriptions
• Hide/Show Property Overview Disclaimers
• Reorder the layout of the Systems
• Reorder the layout of Locations
• Set the Default Status of Items
• Set the Default Locations of Items
• Add new Items
• Add a new Location
• Edit a Location name

What are Templates?

Templates are a way to customize the layout of the report based on how you inspect. The choices made in the template can be overridden when writing an inspection. Currently, there is only one template in the Web Writer. In the Web Writer Templates:

• Map comments you would like to see.
• The layout of everything you see when conducting an inspection.
• Order of Systems and Locations
• Default Item visibility and status.

Access the Web Writer Template

1. Click on the Menu on the top left side.
2. Click on Templates on the left side.

 Hide/Show Property Overview Descriptions

You may want to hide from view descriptions you do not often use in the template. Hiding doesn't delete the descriptions so they can be accessed later.

1. Click Template on the left side.
2. Click on Descriptions.
3. Click Hide under the Description.
4. Scroll to the bottom of the Description list and click Hidden Descriptions.
5. Click Show under the Description you would like to be easily reaccessed.
6. Click Done to finish.

Hide/Show Property Overview Disclaimers

In the template, you may want to hide from view disclaimers you do not use often. Hiding doesn't delete the disclaimers so they can be accessed later.

1. Click Template on the left side.
2. Click on Disclaimers.
3. Toggle the disclaimer on. Then click Hide under the Description.
4. Scroll to the bottom of the Description list and click Hidden Disclaimers.
5. Click Show under the Disclaimer you would like to be easily reaccessed.
6. Click Done to finish.

Reorder the layout of Systems

Systems, by default, are in alphabetical order. You can change the order to suit how you inspect.

1. Click Reorder Systems.
2. Drag a System to the order location you would like.
3. Click Done when finished.

Reorder the layout of Locations

Locations, by default, are in alphabetical order. You can change the order to suit how you inspect or by the ones you use frequently.

1. Click Locations
2. Click Reorder Locations.
3. Drag a Location to the spot you would like.
4. Click Done when finished.

Set the Default Status of Items

Available status options include Not Tested, Satisfactory, and Not Applicable. By choosing the status Not Applicable for Items, you can hide them from the view of writing and publishing the report. Hiding Items is suitable for Items you wish to keep but use infrequently. 

1. Click the System you wish to expand the Items for.
2. Click either the top check box to select all the Items for the section or check the box next to the individual Item.
3. Click Status and select one of the options.

Set the Default Locations of Items

You can map what locations will display for Items in every report. 

1. Select multiple Items or an individual one.
2. Click Remove Location(s) to remove any current locations.
3. Click Edit to assign a new Location. You can add multiple locations by clicking Add Another Location.
4. Click Save when done.

Add a new Items

You can add additional items via sharing. Items that are added need to have an Item Type. This is a good way to add additional items by location on the property.

1. Click Add Item.
2. Select the Item Type.
3. Enter a Name.
4. Optional to add a Location.
5. Click Add when finished.

Add a Location

You can add a new location to the template using a location type and providing a nickname.

1. Click Add Location.
2. Click Location Type.
3. Enter a Nickname.
4. Click Save

 Edit a Location name

You can change the name of the default locations to suit your needs.

1. Click on the location you wish to edit.
2. Click Edit Location.
3. Click Rename. 
4. Change the Nickname.
5. Click Save when finished.

Want to learn how to customize your comment Library?

With the comment Library, you can create new comments, edit existing comments and delete comments you never use. 

Visit this article to learn more: 

How to make changes to the Global Library in the Web Writer?