Configure Entities on Custom Inspection Templates

Apply to Entities allows you to specify which entity types inspections created from this template can be attached to.

PREREQUISITES: Asset Groups must be configured on the Asset Groups page. See Configure Assets for more information.

TIP: You can filter the list of records displayed. See Filter Records for more information.

1. Select a custom inspection template from the Work Activity Templates panel.
2. Click the General tab on the Template Details panel.

3. To add a new entity, click Add record under Apply to Entities.

4. Select the Entity Group and Entity Type and click Add.

The entity now appears under Apply to Entities.

5. To remove an entity, select it and click Delete selected records.

NOTE: Admin automatically saves the changes you make. A notification pops up at the bottom to verify changes have been saved.