What can I use it for?
When the area of inspection involves multiple trades and consultants, e.g. a pre-pour or a pre-sheeting inspection, linking multiple inspection templates into a single template can simplify recording-keeping all in one place.
🔗 Add a link to other templates into your template
You now have the ability to grab a template from another company and link it to your project template. By creating an all-in-one inspection template, all relevant inspections works are contained within a single inspection checklist, ensuring ease for tracing back records relevant to e.g. a 'Slab Concrete Pour Checklist - Level 1'.
What are the benefits?
🛠 Effortless Collaboration: Even with linked templates, subcontractors, consultants and clients can now leverage the inspection tracker to track their own inspection templates for effective progress tracking and template management.
🔒 Simplified Revision Control: Each trade or consultant can update their individual inspection template as needed, and changes can be easily reflected in your project template.
🌐 Streamlined Integration: The integration is seamless, ensuring subcontractors can continue to work with their templates without unnecessary complications.
Step-by-Step Guide
Develop individual project templates for each trade or consultant
Subcontractors/Consultants/Clients need to have their templates available in your project.
Establish your project template that will serve as the central document
I'll be using a Pre-Sheet template as an example.
Link individual templates to your project template
Hit the "+ Add" button and select the option 'Existing templates'.
Select the desired template from the project template library and the link is established 🔗.
(optional) By clicking on 'See template', it will open the linked template in a new tab for you to review its contents.
Publish your template and proceed to create as usual.
When linked templates have new revisions
[December 2023] If a new revision of the linked template is created by the subcontractor/consultant/client, there's a pill within your project template to notify a 'new revision available'. Hit the button to update the template revision.
Make sure to review the template before updating the revision!
