Why should you use Issue & NCR Templates
Have you ever found yourself in a situation where the provided information for closing out an inspection wasn't sufficient? Rather than requesting more details, you can proactively establish what's needed to resolve these issues beforehand!
Creating an Issue or NCR template
Similar to creating Inspection templates you can now create Issue and NCR templates!
You can now create templates for Issues/NCRs and add as many required fields as
Example of an Issue Template
Add all of the requirements that are needed to close out the Issue type.
This can be photos, a short answer description with the method used and even an engineers report.
Issue Creation
To create an inspection, simply follow these steps:
Go to the location where you want the issue addressed.
Click on the "New" button.
Select "Issue" from the options.
Select the Issue type
Choose your template.
You're all set to go!
Tip:
Make sure to keep this generic if you are going to use this template for the entire project or make them specific if you are going to be creating multiple templates for each use case!