Custom templates allow you to create inspection forms tailored to your specific needs. With the FixTraq template editor, you can build professional inspection forms in minutes.

Who Can Create Templates

Template creation is available for:

• ✅ Organization users with a FixTraq account
• ✅ FREE plan and above (all paid plans included)
• ✅ 'Admin' roles within your organization

Note: Individual users without an organization account can use our 1,000+ public templates but cannot create custom templates.

Getting Started

Step 1: Access the Template Editor

1. **Sign in** to your FixTraq organization account 2. Navigate to the **Templates** section in your dashboard 3. Click the **Create Template** button 4. The template editor will open in a new screen

Step 2: Template Basics

Start by setting up your template foundation:

Template Information:

• Name: Give your template a clear, descriptive title
• Description: Explain what this template inspects
• Category: Choose from predefined categories (Safety, Maintenance, Quality, etc.)
• Tags: Add keywords to help team members find this template

Example:

• Name: "Monthly Fire Safety Walkthrough"
• Description: "Comprehensive fire safety inspection for office buildings"
• Category: "Safety"
• Tags: "fire, safety, monthly, compliance"

Building Your Template

Adding Sections

Organize your inspection into logical sections:

1. Click "Add Section" to create a new group of related questions
2. Name your section (e.g., "Emergency Exits", "Fire Equipment", "Electrical Safety")
3. Add a description to guide inspectors on what to check in this section

Adding Questions

For each section, add the questions inspectors need to answer:

Question Types Available:

• Yes/No: Simple pass/fail checks
• Multiple Choice: Select from predefined options
• Text Input: Short text responses
• Long Text: Detailed notes or descriptions
• Photo: Require or allow photo documentation
• Number: Numeric measurements or counts
• Date: Record specific dates
• Signature: Digital signature capture

Tips for Good Questions:

• Keep questions specific and actionable
• Use clear, simple language
• Include photo requirements for visual verification
• Set appropriate question types for the information needed

Example Template Structure

``` 🔥 Fire Safety Inspection ├── Emergency Exits │ ├── Exit doors unlocked and unobstructed? (Yes/No + Photo) │ ├── Exit signs visible and illuminated? (Yes/No) │ └── Exit routes clearly marked? (Yes/No) ├── Fire Equipment │ ├── Fire extinguishers in place? (Yes/No + Photo) │ ├── Extinguisher inspection date (Date) │ └── Emergency lighting functional? (Yes/No) └── Documentation ├── Inspector name (Text) ├── Additional notes (Long Text) └── Inspector signature (Signature) ```

Template Editor Features

Question Logic

- **Conditional questions**: Show/hide questions based on previous answers - **Required fields**: Mark critical questions as mandatory - **Default values**: Pre-populate common answers

Scoring & Compliance

- **Pass/fail criteria**: Set automatic scoring rules - **Priority levels**: Mark high-priority safety items - **Compliance tracking**: Link to regulatory requirements

Team Collaboration

- **Template sharing**: Make templates available to your team - **Version control**: Track template changes over time - **Template copying**: Duplicate existing templates as starting points

Testing Your Template

Before rolling out to your team:

1. Preview your template using the preview function
2. Test run by completing a sample inspection yourself
3. Share with a colleague for feedback
4. Make adjustments based on testing results

Publishing Your Template

Once you're satisfied with your template:

1. Save your template
2. Add to template library for your organization OR publish to the public
3. Notify team members that the new template is available

Best Practices

Think Mobile-First

- Questions should be easy to answer on a phone - Use photo requirements for visual documentation - Keep text input minimal

Consider Your Audience

- Write questions for the actual inspectors who will use them - Include helpful guidance text where needed - Test with real users before finalizing

Common Template Types

**Safety Inspections:**

• Fire safety walkthroughs
• Workplace safety audits
• PPE compliance checks

Maintenance Checklists:

• Equipment maintenance schedules
• Building condition assessments
• Vehicle inspection forms

Quality Assurance:

• Product quality checks
• Service delivery audits
• Compliance verification

Getting Help

Need assistance creating your template?

• Template examples: Browse our public template library for inspiration
• Best practice guides: Check our template design documentation
• Support team: Contact support@fixtraq.com for personalized help

Next Steps

After creating your first template:

1. Train your team on using the new template
2. Schedule regular inspections using your custom template
3. Review and refine based on real-world usage
4. Create additional templates for other inspection needs

Ready to get started? Sign in to your FixTraq account and click Templates → Create Template to begin building your first custom inspection form.