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Creating a Section Template

Section templates allow you to define reusable groups of fields that can be added to multiple templates.

This helps maintain consistency and reduces duplication when building handovers.

Overview​

A section template consists of:

  • Details — name and optional notes
  • Fields — the inputs included in the section

Once created, a section can be attached to any template.

Step 1: Enter Section Details​

Provide basic information about the section.

Name​

A clear name that describes the purpose of the section.

Examples:

  • Opening Checks
  • Closing Tasks
  • Safety Inspection

Notes​

Optional description of when or how the section should be used.

Step 2: Add Fields​

Define the fields that make up the section.

You can:

  • Add multiple fields
  • Arrange them in the required order
  • Configure each field as needed

These fields will appear exactly as defined when the section is used in a template.

Using Sections in Templates​

After creating a section template, it can be added to any template.

When attached:

  • All fields from the section are included
  • The structure is preserved
  • Updates to the section can be reused across templates (depending on implementation)

Example​

Instead of recreating the same fields in multiple templates:

Without sections

  • Template A → manually add 10 fields
  • Template B → manually add the same 10 fields

With sections

  • Create one section: “Opening Checks”
  • Attach it to multiple templates

Best Practices​

Use sections for repeated workflows​

If the same group of fields appears in more than one template, it should be a section.

Keep sections focused​

Each section should represent a single logical group (e.g. safety, stock, cleaning).

Avoid over-fragmentation​

Too many small sections can make templates harder to manage.

Summary​

Section templates allow you to:

  • Reuse field groups across templates
  • Maintain consistency in data collection
  • Reduce duplication when building handovers

Use them whenever the same structure needs to be applied in multiple places.