Table Templates define the content and structure for forms and workflows. They control what questions appear, what response types are allowed, and how scoring is applied.
Table Template Structure
Table Templates are structured with two key sub tabs:
Table Sections: Lists answer choices for each section header.
-
Column Definitions: Lists questions/fields, response types, and optional scoring values.
One Table Template = One Section in the audit form.
Uploading & Configuring Table Templates
Step 1: Go to Configuration > Table Templates.
Step 2: Click New.
Step 3: Enter the following:
- Table Name
- Description: year or version
Step 4: Select a file by choosing one of the following options:
-
Download an Example (Table Template): Exports the Excel table template. Once filled out, this file can be uploaded/imported back into the system.
- Note: This is the only Excel file the system will accept.
- Insert Generic Template: Automatically inserts default sections and columns, which you can then update manually.
Step 5: Once the Excel file is uploaded, its contents appear in the Table Sections sub-tab. You can review and modify the rows. They represent the questions or fields that will appear in the audit.
Step 6: The Column Definitions sub-tab also populates. Here, you can review and edit the columns to set response types, scoring, and other settings. Be sure to scroll down to view all sections.
Step 7: Once both sub-tabs are complete, click Save.
Next Step
Learn more about buttons and features in table sections and column definitions in the Edit/Update Table Templates article.