Publish a template

A template lives in two states:

• Draft — in progress, editable at will, impossible to run in the field; the list shows it marked “Draft”.
• Published — runnable by whoever access grants it to.

Publishing freezes a version

Publish does not make the live template editable in place: it engraves a version — questions, response sets, logic, scores, everything. Each inspection latches onto the version that was published when it started, and never moves from it:

• a running inspection does not see its questions change midway;
• two inspections from the same quarter stay comparable;
• a six-month-old report shows the six-month-old questionnaire.

Editing a published template

Reopen the editor, edit, republish: a new version goes out, and inspections started from then on use it. Earlier ones finish on theirs. Nothing to manage — versioning is automatic.

Changed your mind before republishing? Discard changes, next to Publish, takes the template back to its published version.

Archiving or deleting a template

In the list, a template’s ⋮ menu offers:

• Archive, once it has been used: it leaves the catalog and can no longer be started, but its inspections and their reports stay intact — an inspection already under way, even offline, gets finished. The Archived tab keeps it, and Restore puts it back in the catalog as it was;
• Delete, if it has never been used: it is gone for good, with its pages and questions, after confirmation.