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HOVER Checklist - Customizing Templates
HOVER Checklist - Customizing Templates

View and edit self-serve templates or customize your own

Updated over a week ago

As an admin, you can utilize the web portal to view and edit the out-of-the-box HOVER templates or create customized templates to gather the data most meaningful to your organization.

Getting started

To view the list of templates, sign in to your account on the portal and then:

  • Click on your user email address in the upper right corner

  • Choose Manage Workflows from the pull down menu

  • Choose Checklist Templates from the left side menu

  • The screen will populate the pre-loaded list of templates

    • You can activate or deactivate any of the templates by clicking the toggle button

    • You can also edit, duplicate or delete a template by clicking one of the 3 icons beside it:

Creating a new template

To create a new template:

  1. Click the blue Create template button at the top of that same page

  2. Name the template

  3. Click Add

From there, you can:

  • Create or edit section headings

  • Enter questions and choose how they should be answered

  • Require certain questions to allow photo uploads

NOTE: if you delete a section heading, all the questions within that section will also be deleted.

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