Understanding Templates, Chapters, Pages and Components

Learn how to customize templates, chapters, pages and components inside inspectagram to match your inspection workflow.

Why This Matters

Most inspectors can use the Baseline Pro Global template with little or no modification. However, there may be times when you need to remove content, add specialty content, rearrange sections or customize components.

Understanding how customization works helps ensure changes are organized correctly and available for future inspections.

Recommended Approach

Start With The Existing Structure

Before creating anything new, search the Library and review the existing template structure.

In many cases, the content you need already exists.

Recommendation Reason

Modifying existing content is often faster and more consistent than creating new content from scratch.

The One Rule To Remember

Library = Permanent

Job = Temporary

Changes made during an inspection only affect that inspection.

Changes made through the Library become part of the template and are available for future inspections.

If you want a customization to persist, it must be made through the Library.

Customizing Chapters

To modify chapters:

1. Open the Library.
2. Select your template.
3. Tap Edit.
4. Tap Edit again.

To rearrange chapters:

Press and hold the hamburger menu beside the chapter. Drag the chapter to the desired position.

To remove a chapter:

Toggle the button beside the chapter name. When the toggle turns red, tap the garbage can icon at the top right. Confirm the deletion.

Important:

Deleted chapters cannot be restored or re-added to a template. If you later need the chapter, you will need to start with a new template or duplicate another template that contains it.

Delete Me Chapter

Many templates include a Delete Me chapter as a training tool.

Once you understand template customization, this chapter can be removed.

Customizing Pages

To modify pages:

1. Open the template from the Library.
2. Tap Edit.
3. Select the chapter you want to modify.

To rearrange pages:

Press and hold the hamburger menu beside the page. Drag the page to the desired position.

To remove pages:

Tap Select. Choose the pages you want to remove. Delete the selected pages.

Adding A Focus Page or an Extras Page:

Open the desired chapter. Tap the red plus (+) icon. Select Focus Page. Search for the page you want to add. Add the page to the chapter.

Customizing Components

Before creating a new component:

1. Open the Library.
2. Search for the item.
3. Review existing options.

In most cases, an existing component can be reused or duplicated.

Duplicating a Component

If a similar component already exists:

1. Open the component.
2. Tap Duplicate.
3. Rename the duplicated version.
4. Make any necessary changes.
5. Save the component.

Editing Component Content

Depending on the component, you may be able to modify:

• Names
• Dropdown options
• Issue statements
• Action statements
• Summary notes

Creating A New Component

Only create a new component after thoroughly searching the Library.

To create a new component:

1. Open the Library.
2. Select Known Components.
3. Tap the plus (+) button.
4. Add a thumbnail image.
5. Enter a component name.
6. Configure the desired options.
7. Add search tags.
8. Save the component.

Testing Your Changes

Before using a customized template in the field:

• Create a test inspection.
• Verify chapter order.
• Verify page order.
• Confirm components appear correctly.
• Generate a report and review the output.

Common Mistakes

Making Changes During A Job And Expecting Them To Save

Changes made during an inspection only affect that inspection. Permanent changes must be made through the Library.

Creating New Components Before Searching The Library

Most commonly used inspection items already exist.

Search first.

Deleting Chapters Without Understanding The Impact

Deleted chapters cannot be restored to a template.

Over-Customizing Templates

Start with the existing structure and customize only where necessary.

Skipping Template Testing

Always review a test report after making significant changes.

Frequently Asked Questions

Can I remove an existing chapters?

Yes. Chapters can be removed on the job or in templating.

Can I rearrange pages?

Yes. Pages can be reordered within a chapter.

Can I customize a template during an inspection?

Yes. However, changes made during an inspection only affect that inspection. Permanent changes should be made through the Library.

Should I create a new component or duplicate an existing one?

In most cases, duplicating and modifying an existing component is faster and more efficient.

Do template changes affect existing inspections?

No. Template changes only affect inspections created after the changes are saved.

Key Takeaway

Most template customization involves modifying existing chapters, pages and components rather than creating new content. .