Template Settings and Configuration

Template settings control how your inspections are conducted and how reports are formatted. These powerful configuration options allow you to customize the inspection workflow and report output to match your specific needs and client requirements.

Overview

Template settings provide control over:

• Observation Features: Severity ratings and summary generation
• Report Formatting: Cover pages, table of contents, and layout
• Workflow Options: Required completions and data collection
• Advanced Features: AI-powered enhancements and customizations
• Quality Assurance: Consistency and professional presentation

Accessing Template Settings

In Template Editor

1. Open Templates: Navigate to the Templates section
2. Select Template: Choose your active template or any template to edit
3. Template Settings: Find the "Template Settings" section (collapsible)
4. Configure Options: Adjust settings using toggle switches and options

Observation Settings

Enable Severity

Controls whether observations include severity ratings.

When Enabled

• Severity Levels: Low, Medium, High severity options for observations
• Visual Indicators: Color-coded severity in reports
• Priority Classification: Helps prioritize inspection findings
• Client Communication: Clear importance levels for issues

When Disabled

• Simplified Workflow: Focus on observation content without severity classification
• Streamlined Reports: Cleaner presentation without severity indicators
• Faster Entry: Reduced steps when creating observations

Enable Observation Summary

Creates an automatic summary section with references to all observations.

Summary Features

• Automated Generation: AI creates comprehensive summary of all findings
• Reference Links: Each summary item links to detailed observation
• Executive Overview: High-level view of inspection results
• Professional Presentation: Polished summary for client review

Report Format Settings

Enable Cover Page

Controls whether reports include a professional cover page.

Cover Page Contents

• Inspection Information: Date, type, and scope of inspection
• Property Details: Address, client information, and property data
• Inspector Information: Credentials, contact details, and company info
• Cover Photo: Primary property image when available
• Professional Branding: Company logo and professional presentation

Cover Page Benefits

• Professional Appearance: Polished, business-ready presentation
• Client Confidence: Establishes credibility and professionalism
• Information Summary: Quick reference for key inspection details
• Brand Recognition: Consistent company presentation

Enable Table of Contents

Controls whether reports include a detailed table of contents.

Table of Contents Features

• Section Navigation: Lists all categories and subcategories
• Page References: Shows page numbers for easy navigation
• Hierarchical Structure: Clear organization of report content
• Quick Access: Jump to specific sections efficiently

Advanced Settings Configuration

Settings Editor Interface

The Template Settings Editor provides:

• Collapsible Interface: Expand/collapse settings section as needed
• Toggle Switches: Simple on/off controls for each setting
• Descriptive Text: Clear explanations for each option
• Real-time Updates: Changes apply immediately
• Visual Feedback: Clear indication of current settings

Settings Categories

Observation Settings

• Enable Severity: Severity rating system for observations
• Enable Observation Summary: Automated summary generation
• Summary Category Selection: Choose category for summary placement

Report Format Settings

• Enable Cover Page: Professional cover page inclusion
• Enable Table of Contents: Navigation and section listing
• Report Layout Options: Additional formatting controls

Backwards Compatibility

Templates created before settings were introduced automatically receive default values:

• Enable Severity: false (disabled by default)
• Enable Observation Summary: false (disabled by default)
• Enable Cover Page: true (enabled for professional appearance)
• Enable Table of Contents: true (enabled for navigation)

Settings Impact on Workflow

During Inspections

Settings affect the inspection process:

Severity Enabled

• Additional Step: Select severity level for each observation
• Visual Indicators: Color-coding in observation interface
• Required Selection: Must choose severity before saving observations

Summary Enabled

• Automatic Updates: Summary section updates as observations are added
• Review Process: Summary can be edited and refined
• Progress Tracking: Summary completion affects overall inspection progress

During Report Generation

Settings control report appearance:

Cover Page Enabled

• Additional Page: Cover page appears as first page
• Formatting Impact: Affects page numbering and overall layout
• Content Requirements: Requires property and inspector information

Table of Contents Enabled

• Navigation Page: TOC appears after cover page (if enabled)
• Page Numbering: Affects overall page count and numbering
• Section References: Links to actual content sections

Best Practices

Professional Services

Recommended Settings:

• Enable Cover Page: Yes (professional presentation)
• Enable Table of Contents: Yes (easy navigation)
• Enable Severity: Yes (clear prioritization)
• Enable Summary: Consider for complex inspections

Template settings provide powerful control over your inspection workflow and report presentation.