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Create and manage an ITP template

Configure and manage an Inspection and Test Plan (ITP) template, including inspection items, hold points, and publication status.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the ITP template editor​

From your project, open the ITP template editor page for a new or existing template so you can configure its details and inspection items.

Open the ITP template editor

Step 2: Review template status and basic details​

At the top of the editor, review the template code and status badges so you understand whether you are working on a draft or an already published template.

Review template status and basic details

Step 3: Add inspection items to the template​

Use the add item control to create new inspection items; each item starts with default settings and is expanded so you can immediately edit its details.

Add inspection items to the template

Step 4: Configure inspection type and hold point​

For each item, choose the appropriate inspection type (for example Pre-Installation or Completion) and set the hold point requirement such as Notification, Witness Point or Hold Point.

Configure inspection type and hold point

Step 5: Define item requirements and acceptance criteria​

Enter the item name, description, acceptance criteria, reference documents, and other requirements to clearly specify what must be checked and recorded on site.

Define item requirements and acceptance criteria

Step 6: Set photo, witness, and criticality options​

For each item, specify whether photos are required (and the minimum number), add any witness parties, and mark the item as critical if it represents a key quality or safety check.

Set photo, witness, and criticality options

Step 7: Reorder, expand or remove items​

Use the drag handle to change the order of items, toggle sections open or closed for easier navigation, and remove any items that are no longer needed.

Reorder, expand or remove items

Step 8: Save the template as a draft​

Select the save option to store your current changes as a draft template so you can return later to continue editing before it is used on site.

Save the template as a draft

Step 9: Publish the template for project use​

When you are satisfied with the configuration, choose the publish option to make the ITP template available for inspections within the project.

Publish the template for project use

Step 10: Return to the previous project view​

Use the back navigation control to leave the editor and return to the project or template list view once you have finished updating the ITP template.

Return to the previous project view

Last updated: 2026-03-08