If you need to modify an inspection template, such as giving the template a new name, changing the vehicle type it publishes to, and adding or removing groups in it, follow these steps:

Note: See An Introduction to Inspection Forms for details about the components of an inspection template (the template itself, its groups, and the items) and an overview of the features of the Inspection Setup screen.

Note: If you need to create a new item to add to the template, see Creating an Inspection Form Item. But you won't be able to add the item directly to the template; instead, you must add it to one of the template's groups. Likewise, to remove an item from the template, you have to remove it from the group it's in. (See Changing a Group's Items or Name.)

If you need to create a new group for the template, complete the steps at Creating an Inspection Form Group before following the procedure below.

1. Click  >> Inspection Setup.
   
   The Inspection Setup screen's Templates tab will appear.
    
    
2. Click  in the row of the inspection template you want to change.
     
   The Edit Inspection Template screen will appear.
     
3. If you need to change the name of the inspection form, select the text in the Name box and type its new title.
   
   This is the name that will appear on the MDT Select Inspection screen.
     
4. You can change the vehicle type the form publishes to by clicking the Vehicle Type drop-down arrow and selecting the new type.

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   Note: The available kinds of vehicles are the ones that are listed on the Preferences >> Vehicle Types screen. See Adding a Vehicle Type if you need a new vehicle type to publish this inspection form to.

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5. If you need to add groups to the template, in the Available Groups grid, select the check boxes to the left of all the new groups you want to include and click .
    
   The groups will appear in the Groups in Template grid.
    
6. If you need to remove groups from the template, select their check boxes in the Groups in Template grid and click .
    
7. To move a group higher or lower in the Groups in Template list (and thus change its form order), follow these steps:
    
   1. Click its current value in the Order column.
       
      The field will become editable.
        
   2. Type the value of the placement you want for the group, such as 1 to place it first in the template.
       
   3. Repeat steps a and b for all the groups.
        
8. Currently, the only way to save your changes is to publish the form after making them, so to do so, click  at the top right of the screen.
     
   A warning dialog box will appear.
     
9. If you are ready to send the inspection form to the vehicles (and have it replace the previous version of it on the MDTs, if there is one), click Yes.
    
   You'll be returned to the Templates tab, and a success message will appear at the top right of the screen.
   
   The # of Forms value (the number of times versions of this inspection form have been published to the MDTs) will be incremented by one.
    
   Here's an example of the first few items of one inspection form: