The "Templates" page allows you to manage the default settings for your organization. They will then be available for all projects that are created in this organization.
You can :
- Add "Common Observations" to your library,
- Customize the status of observations with the "Workflows",
- Add form templates to your "Forms Library”,
Customize "Priorities" for observations and forms.
Only the "Organization Administrator" role can modify the templates.
The templates are only customizable for Premium, Business and Enterprise organizations.
You can also read the following articles on the management of your different modules:
- 4 tips to optimise my library in my organization
- Common observation list
- Create a new common observation
Workflow (for observations) :
- Workflow (or status)
- Define a new workflow
- Workflow definition - use case
- Create a new status
- Change the observation status
Priority Workflow (for observations and forms):