Assessment Template

Assessment Template

A template refers to the pro-forma you set up to complete an assessment.

This is the combination of your fields, any repeatable groups (Assets) with associated checklists/questions and checklists/questions associated holistically to the building.

The template is also where you add in the introduction/appendix as well as selecting formatting options and permissions for use of the template (approval, client organisation availability, custom field settings for clients etc).