Create a template

A template is your inspection questionnaire: what the inspector walks through in the field, question by question. You build it once, every inspection follows it afterwards — and the editor saves as you go.

Pages, sections and questions

• Pages split the inspection into steps (“Outside”, “Kitchen”, “Storage”): the inspector walks them in order.
• Sections group questions under a heading, inside a page.
• Questions each carry a response type — often a response set such as Yes / No / N-A — and, when needed, some logic.

Everything reorders by drag and drop, and a question can change pages.

Three ways to start

With AI

Drop your current checklist — Excel, PDF, Word, a photo of a sheet — or describe your check in a few words: Verifline suggests a complete template, which you review before creating it. See Create a template with AI.

From a blank template

In Templates, New template asks for a Name (and, if you wish, a Description) — when AI is open to you, it first offers With AI or Blank page: choose Blank page. Create template opens it in the editor, with a first page to fill in.

By pasting rows from a spreadsheet

Your questions already live in a spreadsheet? Paste them into the editor, one question per row:

1. In the editor, open the More template options menu (⋯) and choose Download the import template (CSV). The file has two columns, Question and Response type, and three examples.
2. Fill it in your spreadsheet: each question’s label in the first column; in the second, the name of a type as the editor shows it — Text, Number, Checkbox, Date & time, Media, Slider, Signature or Instruction. “Multiple choice”, an empty cell or an unknown name gives a question with three answers of its own — Yes / No / N/A — to adjust in the editor.
3. Select the rows, copy them, then go back to the page you want and press Ctrl+V (Cmd+V on a Mac), outside any text field.

Each row becomes a question, at the end of the open page — or right below the ticked question, if you selected one. A single column is enough: labels alone give Yes / No / N/A questions.

Pasting only creates questions: no pages, no sections, no response sets. Create your pages first, then paste page by page; you then pick each question’s answers in the editor.

A well-put question

Phrase questions so that a “compliant” answer always sits on the same side (“The emergency exit is clear” rather than “Is the exit blocked?”): scores and report counters read much better for it.

Before you go into the field

The template stays a Draft until you publish it: your teams cannot use it yet. Manage access then says who can run it, and who can read its results.