How to create and delete sections

This article shows you how to create and delete sections in the Template Editor via the web app and the mobile app.

Before you begin

Sections are groups of questions bunched together. They are a great way to organize questions within your templates to help you and your team progress through inspections easier and improve the reading experience for report stakeholders.

You'll need

• "Conduct, edit" template access level at a minimum

Take note

• Deleting a section also deletes any questions nested within.
• You can also convert the sections you create into repeat sections, allowing you and your team to repeat the same set of questions as many times as needed in a single inspection.

Create a section

Web app

• Log in to the Audit Branch web app.
• Select Templates from the menu on the left-hand side.
• Click the template and select Edit template in the side panel.
• Select the question where you want to insert the section.
• Click Section on the left-hand side.
• This creates a new section below with a question nested within. You can also click Add section at the bottom of the page to add a new section.
• Start typing to name the section.
• Add new questions or drag and drop existing ones into the section.

Mobile app: Phones

• Open the AuditBranchmobile app.
• Tap on Inspections at the bottom of your screen.
• Select the Templates tab at the top of your screen.
• Tap the pen icon on the right-hand side of the template.
• Select the question where you want to insert the section.
• Tap Section on the left-hand side.
• This creates a new section below with a question nested within.
• Start typing to name the section.
• Add new questions or drag and drop existing ones into the section.

Delete a section

Web app

• Login AuditBranch web app.
• Select Templates from the menu on the left-hand side.
• Click the template and select Edit template in the side panel.
• Select the section you want to delete.
• Click delete on the right-hand side to delete the section.

Mobile app: Phones

• Open AuditBranch mobile app.
• Select Templates from the menu on the left-hand side.
• Select the Templates tab at the top of your screen
• Tap the template and select Edit template from the pop-up options.
• Select the section you want to delete.
• Tap more_vert on the right-hand side.
• Select Delete from the dropdown menu.