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What Are Templates?
Check templates are reusable inspection forms that define what questions to ask when inspecting an asset. They are the foundation of AssetBuddy's inspection system.
Why templates exist
Templates ensure:
- Consistency — every inspection of a given type follows the same questions and criteria, regardless of who performs it
- Compliance — inspection requirements are defined once by H&S managers, then carried out consistently by operators
- Audit trail — because every check follows a template, you have a clear record of what was inspected and what the criteria were
How templates work
A template contains:
- Template information — name, check type, which category it applies to
- Questions (items) — an ordered list of things to check, each with an input type and pass/fail criteria
- Settings — scoring model, frequency rule, fail logic, and whether to auto-create defects
When a check is performed, AssetBuddy presents the template's questions to the user. Their responses are evaluated against the template's criteria to produce an overall result.
System default templates
AssetBuddy provides default templates for common inspection types. These are a starting point — you should copy and customise them to match your specific requirements.
TIP
System templates cannot be edited directly. Copy a system template to create your own version that you can modify freely.
Template and category relationship
Each template can be linked to an asset category. When linked:
- The template applies to all assets in that category
- Scheduled checks are generated automatically based on the template's frequency rule
- The correct template appears when operators perform checks on assets in that category
Next steps
- Copying & Customising — make templates your own
- Template Settings — understand check types, scoring, and scheduling
- Versioning — what happens when you change a template