How do I use templates?

Under "Templates" in the menu on the left, you can see all templates for the entire system. Under the "My templates" tab, you will find the Grønn Jobb templates you have chosen to save and those you have created yourself. Under the "Grønn Jobb templates" tab, you will find all the standard templates that Grønn Jobb offers. Which templates are available depends on which industry your company belongs to and which products you have purchased from Grønn Jobb.

A template can be used when, for example, you conduct a safety inspection, revision, risk analysis, checklist, onboarding or offboarding. When doing that, the template's items will be displayed, instead of having to fill in the content yourself. You don't have to come up with everything, but get ready-made suggestions that are quality-assured by our advisors.

Using templates

When you want to use a template, go to the process the template is made for in the menu on the left. For example, if you are going to use a template for risk analysis, go to the "Risk analysis" menu item. In the first step of all these processes, you are given the choice of whether or not to use a template. Click on the field and select the template you want to use from the dropdown list.

When a template is used, for example in a safety inspection, you can always choose to add or delete items. This will not affect the template itself, only the safety inspection you are working on at that time. The template will look the same the next time you want to use it.

Creating and editing a template

In principle, you do not need to do anything with the templates to use the system, since Grønn Jobb's templates also appear in the drop-down list when you carry out your process. However, if you want to create your own templates or make changes to the templates that Grønn Jobb offers, you have the option to do so. To make changes to Grønn Jobb's templates, you must first save it in your own templates, by clicking the save button when you are in the template. Then it will appear in the "My templates" tab instead, and no longer under Grønn Jobb's templates.

When you click on the template now, you will see an Edit button that you can click on to change the content. Here you can change the language, title, description, sections and points. Any changes you make here will be visible every time you use the template. You can also choose to deactivate the template if you do not want it to be possible to use at all. Deactivated templates are not visible in the dropdown lists at all, when you select a template.

In the list view, you can choose to delete a template from "My templates" if it is deactivated. If you delete a template you have saved from Grønn Jobb's templates, it will appear under the "Grønn Jobb's templates" tab again.

To create a new template, click "New" when you are in the list view. First, select the name, language and type of template. You can only create templates for the process types that the company has access to. In the next step, you fill in the sections and items in the template itself. You must select sections for all types of templates, but based on which type you have chosen to create, the fields on the item itself will be slightly different. For example, a risk analysis template has more fields than a checklist template.

When you are satisfied, click "Finish". The template is now ready to use.