Table Templates define the structure and information displayed on the Audits tab. You can edit or update these templates at any time to keep audit forms aligned with evolving requirements.
How to Edit Table Templates
Step 1: Hover over the Configuration Icon > select Table Templates.
Table Templates only show what Table Templates you’ve created. If you need to add a new Audit in Table Templates, hover over the Configuration Icon and click 'Audit Types'. Once your Audit Type is added, it can be viewed in Table Templates.
Step 2: Click the edit icon to the left of any table template you'd like to modify.
There are two main sub tabs to update:
- Table Sections: which will edit the rows of the audit.
- Column Definitions: that will update the columns.
Table Sections
Step 1: On the Table Sections tab, add additional rows by clicking the plus sign (+) in the section you’d like to add a new row. You can also remove a row by clicking the X.
Step 2: In a row, the display text can be edited. Move rows up and down the list by grabbing the grid icon on the left of the row.
Additional Features
- Show Description: If you need to update your description, click on this hyperlink.
- Allow Additional Rows: If auditors need to add their own rows during the audit, check this box.
- Display Vertically: Check this box to display sections vertically in the TraceStation.
- Table Icon
: Click this icon to view red highlighted fields/information.
Step 3: Click Save when completed. Repeat steps for any additional sections, if needed.
Column Definitions
Step 1: To update which columns appear and what kind of data is stored, click on the Column Definitions tab.
The Column Definitions tab displays each separate column along with their Data Type and customizable values, scores, and groups.
Step 2: If a new column is needed, click the '+ Add Column' button. Columns can be managed by clicking the plus sign (+) to add, X to delete, and grid icon to reorder.
Your Table Templates are essentially just sections of your TraceStation. You could have another section in your audit that is just regular attributes and wouldn’t need a Table Template.
Additional Features
- 'Is this field required?': Select this checkbox if you want to make a field mandatory.
- 'Restrict input to the following values?': Click this box to limit responses to the pre-defined list of values.
- 'Alphabetize Responses?': Select this checkbox to automatically sort the response options in alphabetical order.
- Quick Add: Use this link if you want to add Multiple Values at once.
Step 3: Click Save when completed. Repeat steps for any additional column definitions, if needed.