Using Notes in Templates

Using Notes in Templates

Templates can include "Required Notes" that must be completed during inspections. This feature helps ensure consistency and completeness across all reports generated from your templates.

What are Required Notes?

Required Notes are pre-defined note groups that inspectors must complete when filling out reports. They appear as mandatory fields in the inspection workflow and help ensure important information is consistently captured.

Types of Required Notes

Dropdown Notes (Select One)

• Inspector must select exactly one note from the available options
• Best for situations where only one condition applies
• Example: "Foundation Type" with options like "Concrete Slab", "Crawl Space", or "Basement"

Checkbox Notes (Select Multiple)

• Inspector can select multiple notes from the available options
• Best for situations where multiple conditions may apply
• Example: "Safety Concerns" with options like "Electrical Hazards", "Structural Issues", and "Environmental Concerns"

Adding Required Notes to Templates

Step 1: Navigate to Template Editor

1. Open Templates: Go to the Templates section
2. Select Template: Choose the template you want to edit
3. Find Subcategory: Navigate to the subcategory where you want to add required notes

Step 2: Add Required Note Group

1. Locate Required Notes Section: Look for the "Required Notes" section in the subcategory
2. Click Add Button: Tap the "+" button next to "Required Notes"
3. Choose Note Type: Select either "Dropdown" or "Checkbox"

Step 3: Configure Note Group

1. Set Title: Enter a descriptive title for the note group
2. Select Notes: Choose which notes to include in this group from the existing note library or create new ones as needed

Tip: Group related notes together. For example, all foundation-related recommendations should be in one note group.

Best Practices for Note Groups

1. Keep Groups Focused: Each group should cover one specific topic
2. Use Clear Titles: Titles should explain what the inspector needs to select
3. Provide Options: Include all reasonable options for the selection
4. Review Regularly: Update note groups as standards and practices change

Tip: Required notes are most effective when they capture information that's consistently needed across all inspections of a particular type.