RTA Web - Inspection Template Master List Overview
The inspection template list displays all templates that have been added to the RTA software.
This article will cover the various columns that can appear on the Inspection Master List as well as actions that can be taken while viewing the list.
Searching the Inspection Template Master List
The search bar at the top of the master list will allow the user to search by specific datasets.
Search does not exclude fields and may have multiple results.
To search do the following:
Enter the data to search in the search bar
The list will re-display with all the line items that contain a matching result
Refer to Customizing Lists for instructions on using filters.
Columns appearing on the Inspection Template Master List
The master list displays the assigned template name and description for each template added to RTA
Actions that can be performed on the Inspection Template Master List
There are multiple actions that can be taken from the master list at the click of a button. Below is a list of actions that can be performed from the list. Detailed instructions for each may be located elsewhere and a link to the appropriate article will be provided.
Customizing columns - Refer to Customizing Master List Columns
Exporting the list - Refer to Exporting a Master List
Adding a template to RTA - Refer to Creating an Inspection Template
Viewing template details - Clicking a line item will open up the template
Using the action button allows users to delete or duplicate a template. Duplication can be helpful if needing to create another template with most of the same criteria or the exact criteria with a different title.