SolarGrade Knowledge Base
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Creating Templates: From Scratch
Because every SolarGrade account comes with default templates that can be edited to match your checklists, we don’t recommend you create a template from scratch. This is primarily because the man-hours involved in writing out all the descriptions for each issue will take a considerable amount of time.
That said, if you did want to create your own, here’s how:
- Navigate to the Templates tab
- Make sure you’re viewing MY TEMPLATES
- Scroll to the bottom of the page
- Select ADD TEMPLATE
- Name template
- Click CONFIRM
From there, you can add Sections, Categories, Informational Items, and Issue Items.