If you find the need to modify, delete, or add a template to an order that has already been initiated, you can accomplish this through the Web Report Writer tool. Here's a step-by-step guide:
Locate the order in the order grid under 'Inspections > Scheduled Inspections.'
Next, click on 'Actions' and choose 'Writer Report.'
Now, access the Web Report Writer and identify the template title you wish to work with. This action will activate a small menu on the right-hand side.
Select the menu and choose 'Add Template' if you intend to add a secondary template to the inspection. Alternatively, select 'Remove Template' if your goal is to delete a template.
Please note that every order must have a template associated with it at all times. If you attempt to remove a template, you may encounter a message. In such cases, you must first select another template before removing the one you wish to delete.
Please note that some templates cannot be combined with others, particularly those with a special format that cannot be altered. In such cases, the template may not be visible when attempting to select it, or the system may display a message indicating that the template cannot be removed. Additionally, templates may be hidden if the inspection type selected in the order does not match the one configured in the template editor.
If you have any questions please don't hesitate to contact our support team by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.