Upload and Review Templates control what information is captured when plant and equipment are added to the register and when they are reviewed.
Each Register Item Type can have both an upload template and a review template assigned to it.
What is an Upload Template?
An upload template is completed when a new plant item is added to the register.
It can be filled out by:
A company (subcontractor), or
An admin (builder)
The upload template captures the required documentation and details for that equipment type.
What is a Review Template?
A review template is completed by an admin when reviewing a plant item submitted to the register.
It allows the admin to document:
Review checks
Compliance notes
Approval-related information
Review templates act as a documented record of the review process. They do not automate approval workflows.
How to edit Upload and Review Templates
To configure templates for a specific item type:
Go to Asset Management
Select Registers
Click All Registers
Click More
Select Edit Item Types
Select the item type you want to edit
From here, you can configure both the upload template and the review template for that equipment type.
How templates are built
Upload and Review Templates are created in the same way as standard forms in BuildPass.
You can use the same form blocks and structure to design the templates according to your requirements.
If you would like assistance or sample review form templates, you can contact BuildPass for guidance.
Need help?
If you need assistance configuring upload or review templates, use the black chat box in the bottom-right corner of BuildPass to contact our support team.