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How to build a multi-stakeholder inspection template

Learn how to link other templates to your project template to create a multi-stakeholder inspection.

Daniel Ferguson avatar
Written by Daniel Ferguson
Updated over 7 months ago

What can I use it for?

When the area of inspection involves multiple trades and consultants, e.g. a pre-pour or a pre-sheeting inspection, linking multiple inspection templates into a single template can simplify recording-keeping all in one place.

🔗 Add a link to other templates into your template

You now have the ability to grab a template from another company and link it to your project template. By creating an all-in-one inspection template, all relevant inspections works are contained within a single inspection checklist, ensuring ease for tracing back records relevant to e.g. a 'Pre-Sheet Checklist' for Level 1 Zone 4.


What are the benefits?

  1. 🛠 Effortless Collaboration: Even with linked templates, subcontractors, consultants and clients can now leverage the inspection tracker to track their own inspection templates for effective progress tracking and template management.

  2. 🔒 Simplified Revision Control: Each trade or consultant can update their individual inspection template as needed, and changes can be easily reflected in your project template.

  3. 🌐 Streamlined Integration: The integration is seamless, ensuring subcontractors can continue to work with their templates without unnecessary complications.


Step-by-Step Guide

  1. Develop individual project templates for each trade or consultant

    Subcontractors/Consultants/Clients need to have their templates available in your project.

  2. Establish your project template that will serve as the central document

    I'll be using a Pre-Sheet template as an example.

  3. Link individual templates to your project template

    Hit the "+ Add" button and select the option 'Existing templates'.

  4. Select the desired template from the project template library and the link is established 🔗.

  5. (optional) By clicking on 'See template', it will open the linked template in a new tab for you to review its contents.

  6. Publish your template and proceed to create as usual.


When linked templates have new revisions

[December 2023] If a new revision of the linked template is created by the subcontractor/consultant/client, there's a pill within your project template to notify a 'new revision available'. Hit the button to update the template revision.

Make sure to review the template before updating the revision!

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