The Template Management module in the Admin app gives you a single place to view and manage all templates used across your company’s projects. This feature is available to admin users with Owner or Manager access.
You can access Template Management from the following modules:
Toolboxes
Site Diaries
Sub-Logs
Notices
Timesheets
Inductions
SDS
Pre-Qualifications
From any of these modules, select the More button in the top right-hand corner, then choose Manage Templates.
Inside the Template Management module, you’ll see:
Tabs along the top to help you quickly filter by template type
A clear view of which templates are assigned to which projects
The status use of each template (Assigned to Project, Company Default)
You can also create new templates directly from this module by selecting Create Template.
Template Uses
Each template is marked by one of the following categories, so you can understand how it’s being used:
BuildPass default – Standard templates provided by BuildPass
Company default – Your company’s chosen default for all projects
Unassigned – Templates that aren’t currently in use
Assigned to projects – Templates set up for specific projects only
At the top of each tab, you’ll see a banner showing which templates are actively in use at either the company or project level.
Viewing & Editing Templates
Underneath Actions on the right-hand side, you can select the three dots to either Preview, Edit or view the Audit History of each template.
Need additional support? Reach out to our team at [email protected].