The Template Library in Dashpivot helps teams maintain consistency across all projects by managing form templates centrally. It ensures that every project team captures and records information in the same structured way.
Definition
The Template Library is a Dashpivot feature that allows teams to manage, update, and deploy consistent form templates across multiple projects.
What it’s used for
The Template Library is used to maintain uniform forms such as diaries, checklists, permits, and inductions across all projects. It enables org controllers to modify templates in one place and automatically update them for all project teams.
When to use it
Use the Template Library when you need to ensure all teams use the same template versions across projects or when you want to manage updates to templates centrally. Only org controllers should use it to create, edit, or delete templates in the company library.
In this video, we look at how the template library works, and how to deploy templates to project teams.