Creating a copy and editing an existing Maintenance Template

Creating a copy and editing an existing Maintenance Template

Creating a copy and editing an existing Maintenance Template is quick and easy using the administrator dashboard.

  1. Login as an Administrator to your companies dashboard page at https://server.compliancebox.app
  2. Use the Navigation Menu to click "View Maintenance Templates" under the "Lubrication and Maintenance" section.
  3. Under the "Standard Maintenance Templates" or "Company Maintenance Templates" click the "View" button on the template you would like to create a copy of.
  4. In the "Template Details" screen click the "Edit From a Copy" link.
  5. Once in the "Create New Template" screen, the template can be manipulated in multiple ways. The name can be adjusted to reflect the new template name. The "Description OPTIONAL" can be adjusted to reflect the new template description.
    1. The template can have entire sections moved or individual questions moved to different areas of the template by clicking and dragging the six dots to the location you desire.
    2. The template can have questions added at the bottom of each section by clicking the "Add Question" button. Or a new section can be added by clicking the "Add Section" button at the bottom of the page.
    3. The template can have entire sections deleted or individual questions deleted by clicking the trash can image.
  6. Once all the changes have been made to the template click the "Submit" button at the bottom of the page.
  7. The new template will appear in the "Maintenance Templates" screen which can be applied to any company vehicle.

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