How do I create or edit an inspection template?
ForLandlordsProperty managers
Who can do this
Landlord; Organization users with Create Inspections (create) or Edit Inspections (edit).
Where to find it
Inspections → Templates tab → New template
Steps
- Select New template. The New template form opens.
- In Clone from, pick Kera's default ("Standard Room-by-Room": Kitchen, Bathroom, Bedroom, Living Room, Entryway / Hallway, Exterior / Balcony, Utility / Basement) or one of your templates, or Start blank.
- Enter the Template name.
- For each room, edit the room name, use Add item to add checklist items ("What to check (e.g. Walls, Flooring)"), and use the move up, move down and remove buttons. Select Add room for another room.
- Select Save template.
- To edit later, select the template card. The Edit template form opens; change it and select Save template.
What happens next
The template shows on the Templates tab as "<name> · <n> rooms" and in the Rooms picker when you create an inspection. Editing a template doesn't change inspections already created from it.
Troubleshooting
- "Enter a template name": the name is empty.
- "A template needs at least one room.": add a room.
- "Template saved" with "It hasn't appeared in your templates list yet. Close this, then reload the list before you edit it.": it saved; reload before editing again.
- "Couldn't save the template": try again.
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