Configure Custom Inspection Template Security

Template Security is used to set the group access rights for the inspection template. Permission is given to view, add, update, or delete.

PREREQUISITES: Groups must be created under General > Groups. See Add or Edit a Group for more information.

1. From the home page, click Configure and click Work Activity Templates.
2. Click Inspection Template.

The Work Activity Templates panel lists all the inspection templates.

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

3. Select the inspection template(s).

The Security tab lists all of the groups and gives options for assigning permissions for each one. You can filter the list by typing the first few letters of the group in the search field in the upper-right corner.

4. Select the appropriate permissions for each group for View, Add, Update, and Delete. You can also select the check box to the left of the group name to assign all the permissions to that group. Alternatively, select the check box directly below View, Add, Update, or Delete to give that type of permission to all groups.
5. Click Advanced View to select more specific permissions for each group relating to Inspection, Equipment, and Labor.

For more information on permissions, see Template Security Fields.

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