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Templates

Response Types

A response type decides how a question is answered — free text, a number, a choice, a photo, a signature. Choosing the right one is what makes a template quick to fill in on site and useful to analyse afterwards.

Who can do this: template builders. Where: Templates → Template Configurations → Response Types.

The built-in response types

Every organization starts with these:

Response typeAnswer given asGood for
Text AnswerFree textObservations, readings written by hand, comments
NumberA numeric valuePressures, temperatures, counts, hours
DateA dateService dates, expiry dates, calibration dates
CheckboxTicked or notSimple confirmations
Multiple ChoiceOne option from a list you defineCondition ratings, pass/fail, status
MediaOne or more imagesPhotographic evidence
SignatureA name plus a drawn or uploaded signatureSign-off and acknowledgement
LocationA geographic positionWhere the observation was made

Choice types and options

Multiple Choice is where most of the value sits. You define the options — for example *OK*, *Not OK*, *Not Equipped* — and each option can carry its own behaviour: a colour, a score, and an action to take when it's selected.

That's how "Not OK" becomes a work request rather than just a red word on a page.

What an answer can trigger

Each response option can be set to raise one of:

In Create Response Type, choosing an action for an option — None, Work Request, Work Order, or Flag (for audit types)
In Create Response Type, choosing an action for an option — None, Work Request, Work Order, or Flag (for audit types)
ActionResult
NoneJust records the answer
Create work requestRaises a work request — something needs looking at
Create work orderRaises a work order — planned work to carry out
Raise flagRaises a compliance flag, using the template's audit type and a severity you set

An option triggers one action, not several. Incidents can't be raised this way — an incident is reported directly by a person. See Incidents.

Work request and work order apply to asset (and similar) response types; raise flag is available on audit response types.

Requiring evidence

An option can also demand proof before the inspector can move on:

  • Require photo — no photo, no submission
  • Require note — an explanation has to be typed

Use these on the failure options. It's the difference between "Not OK" and "Not OK, here's the photo of the cracked hose and a note saying it was leaking".

Custom response types

You aren't limited to the built-in set. Under Templates → Template Configurations → Response Types you can create your own — your standard condition scale, your own pass/fail wording, your severity ladder — and reuse it across every template.

Custom response types can also be translated if your organization has additional content languages enabled. See Organization settings.

Choosing well

  • Prefer choices over free text. You can count choices, chart them, and act on them. You can't do much with a paragraph.
  • Use Number for anything you'll trend. Text "150 psi" is a string; Number 150 is data.
  • Reserve required photos for failures. Requiring a photo on every question slows the round and fills storage.
  • Keep option lists short. Three to five options is usually enough; long lists slow people down on a phone.

Frequently asked questions

Can I create my own response types?

Yes — under Templates → Template Configurations → Response Types. They're reusable across templates.

Can I change a question's response type after inspections have been run?

Change it in a new template version. Existing inspections keep the version they were run against, so their answers stay intact.

Can one option trigger more than one action?

No — one action per option. If you need both a flag and work, model it as a flag and let the flag's remediation tasks carry the work.

Is there a video or file-upload response type?

No. Media capture is images, plus signature. Documents belong on the asset record — see Manage your assets.

Is there a separate time or date-and-time type?

No — Date is the date type. The inspection itself records start and completion timestamps.

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