Template Settings
Click the Template Settings dropdown on the upper right of the Template Editor to access Category Settings for managing defect categories or Edit Details to update the template name and description.
Category Settings:
Click + Add Category to create a new defect category, or click the edit icon (
) to the right of an existing defect category to change it.Enter or adjust the Category Name, choose whether or not to Include in Summary, and click Change next to the Color swatch to choose the color. When you're finished, click the blue checkmark icon (
) on the upper right to save your changes.Click and drag the texture icon (
) at the top of a defect category to rearrange and rank them by severity.
Edit Details:
Enter the Template Name and Description as you want it to appear on the template card in the Template Center.
The Template Name entered here is also what is displayed in the Template dropdown when creating a new inspection in Property Vision.
Export Template:
Click Export Template in the Template Settings dropdown to download a copy of this template in XLSX format.
Save Template
Click Save on the upper right of the Template Editor at any time when the Unsaved Changes indicator appears to preserve your edits.