Create and use Quality Item templates

Templates reduce repeated entry and keep common checks consistent.

Best for: Quality managers on desktop web · Requires: Quality Item write access.

1. Open a Quality List on desktop.
2. Choose Manage Templates.
3. Add a template with the reusable title, description, trade, dates, assignee, or approver details you need.
4. Return to the list.
5. Choose a template when adding a Quality Item, then update location and job-specific evidence.

Templates are starting points. Review every generated item before saving so stale assignment or dates are not carried into new work.

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