Skip to main content
Edit, Delete or Duplicate a Form

How to edit, delete, or duplicate forms under 'Inspections' module.

Updated over a week ago

In this article:

Edit a Form

Step 1:

Click on the 'Inspection' module and then select 'Forms' from the menu on the left toolbar.

Step 2:

Select which form you'd like to edit by clicking the arrow 'β†’' to the far right of the form name.

Step 3:

Use the pencil icon on the card you would like to edit to open the form editor. Make any necessary changes and then select 'Save' once finished. Use the trash can icon to delete the card from the form.

You can reorder cards by dragging them to your preferred sequence and/or selecting the number on the top left of the card and changing it from "#2" to "#5".

Delete a Form

Select the 'Delete' button in the top right corner and confirm that you want to delete the form.

All past inspections conducted with the form will remain in your account. An indicator will be visible on any inspections that have been deleted.

Duplicate a Form

Select the 'Duplicate' button in the top right corner to copy a form. Give your form a new name and then select 'Save'.

Did this answer your question?