Templates
Choose response types
Choose a response type for each question in a template, so the answer can be compared and followed up.
Last updated: October 2026
What you'll need
| Tier | Any plan. SOP templates require Advanced. |
| Platform | Web app |
| Permission | Update under Templates. Owner and Administrator have it by default. |
| Where | Templates → Manage Templates, on the question |
Response types you can pick
Other responses lists the built-in types. Multiple choice responses lists choice sets for this template's inspection type only.
| Type | What is recorded |
|---|---|
| Text answer | Free text. A new question starts here. |
| Number | A number. Optional Unit category. |
| Date | A date, a time, or both |
| Checkbox | One tick, labelled Yes |
| Media | A photo |
| Signature | A name and a signature |
| Location | A map location |
| Assets | An asset. Incident templates only. |
| Sites | A site. Incident templates only. |
Asset, audit, and incident templates include choice sets. SOP templates start without them.
Add a set with Create Response Type on Templates → Template Configurations → Response Types. A custom set is multiple choice, for one Inspection Type: Asset Inspection, Audit, Incident, or SOP. You need Template configuration.
What a choice can raise
Each option has one action. WR, WO, or Flag shows in the picker only after that action is set.
| Inspection type | Action | Evidence |
|---|---|---|
| Asset Inspection | None, Work Request, or Work Order | Require Media and Require Note only when the option raises work |
| Audit | None or Flag | Require Media and Require Note on any option |
| Incident | No action. The submission is the incident. | Require Media and Require Note only |
| SOP | No flag, work request, or work order | Require Media and Require Note only |
Require Media asks for a photo. Require Note asks for a written note.
Set Priority to Low, Medium, High, or Critical when the option raises work or a flag.
Enable scoring is available on asset and audit types. A score cannot be negative.
Choose a response type
- Go to Templates → Manage Templates and open the template from Actions.
- Select Add question, or use a question already on the template.
- Select the type control on the question. Select Response Type opens.
- Choose a row under Multiple choice responses or Other responses.
- On a Date question, keep Date required, Time required, or both. On a choice question, select Multiselect if more than one option can be chosen.
Limitations
- Meter questions cannot change type. On an incident template, the title, the description, and the site question stay locked.
- Disabled response types are left out of the picker.
- The picker has no slider, instruction, video, or file upload.
Frequently asked questions
I changed the type on a published template. What happens to finished inspections?
Opening a published template starts a draft. Inspections already completed stay on the version they used.
