Customizing Form Templates

You can customize Form Templates to include the exact categories, components, fields, and field options you need for any type of inspection. Once saved, your customized Form Templates are available for reuse across multiple inspections, saving time and improving report consistency.

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See the Inspection Form framework documentation for a detailed explanation on categories, components, fields, and field options.

Types of customizations

Customizations include:

• Custom categories – Group components however you want.
• Custom components – Add new inspection items or rename existing ones.
• Custom fields – Create new fields.
• Custom field options – Add or edit the field options.
• Required/Optional fields – Choose which fields must be filled out.
• Visibility – Hide fields from the final report.
• Edit field names – Rename fields to suit your wording.
• Edit field options – Change placeholder or default text for clarity.
• Edit disclaimers and limitations – Change placeholder or default text for clarity.

You have full control over how your Form Templates look and behave — without needing to code.

Creating, editing, and deleting categories

The sections below cover creating, editing, and deleting categories.

Creating categories

To create new categories:

1. Open the Form Template you would like to edit.
2. Select the edit icon in the Categories section.
3. In the Add new category section, enter a category name.
4. Select a category icon.
5. Choose Create blank category or Create from existing category.
6. Select Create new category.

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• Create blank category means there are no components within the new category.
• Create from existing category means you can select an existing category and duplicate all of the components, fields, and field options within as a starting point. You can then further customize this duplicated category to suit your needs.

Editing categories

To edit existing categories:

1. Open the Form Template you would like to edit.
2. Select the edit icon in the Categories section.

3. Select the edit icon next to the category you would like to edit.
4. Edit the category name and category icon as desired.
5. Select Save.

Deleting categories

To delete existing categories:

1. Select the edit icon in the Categories section.
2. Select the edit icon next to the category you would like to delete.
3. Select the Delete button.

Creating, editing, and deleting components

The sections below cover creating, editing, and deleting components.

Creating components

To create new components:

1. Enter the category in which the new component should be created.
2. Select Edit components.

3. In the Add new component section, enter the new component name.
4. Choose Create blank component or Create from existing component.
5. Select Create new component.
6. The new component has been successfully created and can be located at the bottom of the component list.

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• Create blank component means there are no fields within the new component.
• Create from existing component means you can select an existing component and duplicate all of the fields and field options within as a starting point. You can then further customize this duplicated component to suit your needs.

Editing components

To edit existing components:

1. Enter the category containing the component you would like to edit.
2. Select Edit components.
3. Select the pencil icon next to the component you would like to edit.

4. Update the Component name at the top of the page.

Deleting components

To delete existing components:

1. Enter the category in which the component should be deleted.
2. Select Edit components.
3. Locate the component you would like to delete and select the trash icon next to it.

Creating, editing, and deleting fields

The sections below cover creating, editing, and deleting fields.

Creating fields

To create new fields:

1. Enter the category containing the component where the new field should be created.
2. Select Edit components.
3. Select the pencil icon next to the component where the new field should be created.
4. In the Add new field section, enter a field name.
5. Select the field type.
6. Select Create new field.
7. The new field has been successfully created and can be located at the bottom of the field list.

Field types

You can use different types of fields in your Form Templates:

• Checkbox – Creates checkboxes for you to select one or more options.
• Choice – Creates radio buttons for you to select a single option.
• Text – For short text descriptions (50 characters max).
• Multi-line Text – For longer text descriptions (1,000 characters max).
• Media – For capturing photos and videos with saved captions.

Each field type lets you capture different types of data for better clarity in your reports.

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You can create many fields of the same field type in an individual component.

Editing fields

To edit existing fields:

1. Enter the category containing the component with the field to be edited.
2. Select the component to expand it, revealing the fields and their edit icons.

3. Select the edit icon next to the field that should be edited.
4. Edit the field name, field requirement, field visibility, favorite options and option library, as desired.

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See additional field settings for more details.

Deleting fields

To delete existing fields:

1. Enter the category containing the component where the field should be deleted.
2. Select Edit components.

3. Select the pencil icon next to the component containing the field to be deleted.

4. Locate the field you would like to delete and select the trash icon next to it.

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You can delete a Shared Field from a component if it's not required. However, note that you will not be able to re-add it at this time.

The Status, Photos & Videos, Condition, Recommended Action, and Summary Label fields cannot be deleted. They can only be hidden in the report.

Creating, editing, and deleting field options

The sections below cover creating, editing, and deleting field options.

Creating field options

To create new field options:

1. Enter the component where you would like to create new field options.
2. Each field will have a + Add button. Selecting it will allow you to add a new field option.

Editing field options

To edit existing field options:

1. Enter the component where you would like to edit field options.
2. Select the edit icon next to the field which contains the field options that should be edited.

3. Review and edit the favorite options and option library.

Deleting field options

The method to deleting existing field options is determined by the field type.

Checkbox

1. Enter the component where you would like to delete checkbox options.
2. Select the edit icon next to the field which contains the checkbox options that should be deleted.
3. Locate the list of checkbox options in the option library.
4. Select the trash icon next to the checkbox option that should be deleted.

Choice

1. Enter the component where you would like to delete choice options.
2. Select the edit icon next to the field which contains the choice options that should be deleted.
3. Locate the choice option you would like to delete.
4. Select Delete choice option below the choice option that should be deleted.

Text

1. Enter the component where you would like to delete field options.
2. Select the edit icon next to the field which contains the field options that should be deleted.
3. Locate the option library.
4. Select the trash icon next to the option that should be deleted.

Multi-line text

1. Enter the component where you would like to delete field options.
2. Select the edit icon next to the field which contains the field options that should be deleted.
3. Locate the option library.
4. Select the edit icon next to the field option that should be deleted.
5. Select Delete option.

Media

1. Enter the component where you would like to delete saved captions.
2. Select the edit icon next to the media field which contains the captions that should be deleted.
3. Locate the Media caption options section.
4. Select the caption that should be deleted and remove it.

Additional field settings

In addition to the field name and field type there are a number of settings to help you customize your Form Template.

Field requirement

A field can be toggled as required or optional.

• Required — When selected, the component list page will provide a visual indicator stating Missing required fields. This helps you quickly assess whether any component inspection was missed.
  • When all required fields within a component are completed the visual indicator will automatically update to Completed fields.
• Optional — When selected, the field is optional in your inspection.
  • By default, all fields are set as optional.

The field requirement toggle helps ensure required components and their fields are completed in a consistent manner.

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In templates created by Eneris, the fields that are required are based on the relevant association's Standards of Practice.

Field visibility

A field can be toggled as show or hide.

• Show — When selected, the field will appear in the final report.
  • By default, all fields are set as show.
• Hide — When selected, the field will not appear in the final report. The entries into this field are only visible within the Inspection.
  • This is helpful for internal notes, personal reminders, or communication between team members when inspecting a specific component.
  • e.g., Your Form Template includes two hidden fields in the Garage Doors component. The first is a checklist field to confirm whether the garage door is closed after inspection. The second is a media field for you to take photo proof the garage door is closed. Neither of these fields will appear in the final report as they are hidden.

Favorite options

Both text and multi-line text field types allow you to select up to 10 favorite field options from the option library.

• Text fields — When a field option is selected as a favorite, it will appear next to the Add New button for easy selection when inspecting the component.
  • Add favorites by selecting the + icon next to the field option in the option library.
• Multi-line text fields — When a field option is selected as a favorite, it will appear below the text box when you select Add new text in the field entry.
  • Add favorites by selecting the + Add icon next to the field option in the option library.

Option library

A list of all saved responses for the field.

Category limitations

In addition to general limitations, you may also add category limitations.

• After entering a category, the top menu bar will have an option for Limitations. Enter any category-specific inspection limitations here.
  • e.g., If you are inspecting a roof and part of it is covered in solar panels you may wish to enter that limitation here.

Category disclaimer

Inform your client(s) about category-specific disclaimers from your inspection.

• After entering a category, the top menu bar will have an option for Disclaimer. Enter any category-specific inspection disclaimer here.
  • e.g., The Standards of Practice you created, or follow, may have specific disclaimers you should provide to your client(s).