Follow one Inspection Template from first draft to daily use
A practical walkthrough of Template Manager. See how to build, manage, preview, and use templates across maintenance work.
Start With The Library, A Blank Template, Or A File You Already Have
Preview prebuilt templates in the Library and add them to My Templates. Start a new template from scratch. Or use Import With AI to turn a PDF or Excel file into a draft you can edit and save.
Set The Type And Who It Applies To
Choose Inspection, PM Checklist, Fuel Report, or Oil Sampling. Then set Asset Types, Product Class, Make, Model, Serial Number prefix, Sub-organizations, and User Roles.
Build The Categories And Items
Add Categories and place Items inside each one. Drag to reorder or nest sub-items under a parent. Choose from 15 item types and set the rules for each item.
Set The Rules And Approval
Set compliance, recurring checks, draft access, meter readings, comments, report emails, and retention. Then choose No Approval, Single Approval, or Two-Step Approval.
Reuse Work With Shared Categories
Build one category of items and assign it to many templates. Change it in one place. Every assigned template carries the change, and Clue warns you when other templates are affected.
Preview It, Then Put It To Work
Mobile Preview shows the template as the crew sees it on a phone. Print it to PDF. Then attach it to an Asset QR code, a Work Order, a bulk maintenance job, or a PM Plan.
Your Questions, Live
The final 15 minutes are open for live questions about Template Manager and how your team can use it.