Assigning Templates (i.e., Checklist Templates) is the third of four steps used to create a Schedule.

Templates can be added to the Assigned Templates grid via the “Add Template” button.

Query icon:

The Query icon and its dropdown menu are found to the right and directly above all major grids. The Query icon opens the query form where queries of the data in the grid beneath are performed.

If you wish to save a query for use in the future, immediately click on the Active Query icon and a "Save As" link will appear on the top right of the Query form. Click on "Save As", name the query and click "Save". The name of the query will now appear under the Query icon dropdown. To activate the saved query, click on the triangle to the right of the icon and select the query. This is a friendly method to make frequently used queries easy to access with just a single click of the mouse.

Query Assigned Templates Grid Form

Description

The Query Assigned Templates Grid Form allows you to query/filter data in the grid by specific fields. Once you enter text into one or more fields, click on “Search”, and the grid will filter to reveal your queried data.

Definitions

1. Template Name: This field filters for the name of the Checklist Template.
2. Auditor/Inspector: This field filters for the name of the Lead Auditor/Inspector.
3. POC: This field filters for the Lead POC (the primary point of contact for the installation being audited/inspected).
4. Evaluation Type: Type of evaluation (Compliance Audit, EMS Audit, Inspection, or Other)
5. Media: This field filters for Media associated with the Checklist Template.