Template Library: Ready-Made Checklists | CLUE Learning

The Template Library is a built-in collection of ready-made inspection and PM checklist templates provided by Clue. Instead of building every checklist from scratch, you can browse the library, preview the full structure, and add any template to your account with one click.

Each library template follows industry standards and best practices. Once added, it copies directly to your My Templates tab where you can customize it to match your specific equipment, team, or workflow requirements.

‍

Who Is This For?

This feature is useful for anyone setting up or expanding their inspection and maintenance checklist library in Clue.

• Equipment Managers use library templates as a starting point for standardizing pre-shift and post-shift inspections across the fleet.
• Shop Managers use PM checklist templates to ensure technicians follow a consistent and documented service process for scheduled maintenance.
• Safety and Compliance Teams use ready-made inspection templates to quickly establish a documented checklist process without building forms from the ground up.

‍

How to Use It

Step 1: Open the Library

Go to Template Manager > Library. All available templates are listed here with their name, type, source (CLUE DEFAULT), asset type, make, and whether the template is currently in use.

Step 2: Preview a Template

Click the eye icon on any template to preview it before adding. The preview shows the full checklist structure including all categories and items, and displays exactly how it will appear to the mechanic or operator on their mobile device.

Step 3: Add to Your Templates

Click + Add to My Templates or toggle the In Use switch. The template copies to your My Templates tab. From there you can rename it, add or remove checklist items, change response types, and adjust settings to fit your specific needs.

‍

Key Behaviors and Limitations

• Adding a template creates a copy. Any changes you make to your version do not affect the original library template. The library version remains unchanged for other users.
• CLUE DEFAULT templates are maintained by Clue. These templates are built to reflect industry standards and best practices. Clue adds new templates to the library as requirements evolve, so it is worth checking back periodically.
• You can filter by Type and Asset Type. Use these filters to narrow down the library and find templates relevant to specific equipment or use cases. The Recommended toggle surfaces Clue-recommended templates suited to your fleet.
• Templates must be customized after adding. Library templates are designed as starting points. Review each template after adding it and adjust items, response types, and settings before making it available to your team.

‍

Tips

• Start with a library template, then customize. The 500 Hour PM Checklist covers most standard heavy equipment checks. Use it as a base and add or remove items for your specific machines rather than building from scratch.
• Use the Equipment Inspection Report as your daily inspection base. It covers the core walk-around categories including Outside, Engine Compartment, Inside Cabin, and Fluids with standard pass/fail items already in place.
• Preview on mobile before adding. The mobile preview shows exactly what your operators or technicians will see in the field. Confirm the layout and item order make sense before committing to a template.
• Check the library when setting up new asset types. If you add a new type of equipment to your fleet, check the library first. A relevant template may already exist and save significant setup time.‍
• Pair library templates with the Template Manager. Once added, use the template manager to fully configure settings, add shared categories, and tailor the checklist before publishing it to your team.