04 · Day-two After your first template

Editing a template

Settings → Observation Templates → tap the row. The same editor that opened when you created the template opens again, with current state loaded. You can change name, pin colour, statuses, and fields — existing samples retain values for fields that still exist; values for removed fields are kept silently in the underlying data but no longer rendered.

Reordering fields and statuses

Each field row has a drag handle on the right edge (the parallel-bars icon). Drag up or down to change the order in the form — the order in the editor is the order the inspector sees. Statuses work the same way; reorder so the most-common status sits at the top.

Duplicating a template

From the templates list, tap the 3-dot menu on a row and pick Duplicate. A copy appears immediately, named "<original> (copy)". Useful when you want to derive a variant: duplicate Mold Inspection, rename to "Mold Reinspection", trim down to just the fields a follow-up visit needs. Duplicates are independent.

Deleting a template

Same 3-dot menu → Delete → confirm.

Marking a field as required

In the editor, tap a field row to expand its config panel. Toggle Required on. The inspector's sheet shows a small required badge next to the label, and the sample can't be marked complete (status set to a terminal state like "Resolved") until every required field has a value. Section headers can't be required — the toggle is hidden for that type.

Editing on the web dashboard

Sample templates sync between the Flutter app and the web dashboard. Sign in with the same account; the same templates show up on both. Use whichever is more convenient — tablet for on-site quick edits, web for setting up a long template with many dropdown options where keyboard typing is faster.

Reopening a sample

Open the plan, switch to Move, tap the pin: a small toolbar appears at the bottom showing the pin's label, template, and a pencil icon. Tap the pencil and the sheet opens with whatever you previously captured — ready to amend, add photos, or change status. Reopening edits in place; to create a fresh observation alongside, drop a new pin.

How the M1 / A1 numbering works

Every pin gets a label like M1, A1 — one or two letters from the template name, plus a sequence number per template. Numbers are computed at render time from pin order, so renumbering after deletes happens automatically: delete M2 and the old M3 becomes M2.

• One letter if the template's first letter is unique — "Mold" → M.
• Two letters if two templates share a first letter — "Asbestos" + "Audit" → As and Au.
• Up to five letters if needed to disambiguate. Automatic; you don't pick the prefix.
• Empty or punctuation-only template name → prefix is ?.

Status colours on the canvas

Each pin shows two colours: the body takes the template's pin colour; the small indicator dot at the top takes the current status colour. See the status pill reference for the full mapping — the short version is: pin body = template, dot = status.

Multiple templates on the same plan would have differently-coloured bodies (Mold's teal next to Asbestos's amber), each carrying its own status dot.

Hiding a sample from the PDF

Sometimes you want a pin in your working notes but not in the client-facing PDF — an internal observation, a false-positive, or a duplicate. Open the sample sheet, tap the 3-dot menu in the top-right, toggle Hide from report. The pin stays on the canvas (visible in the app, draggable, editable) but the PDF skips it: no entry in the observations list, no photo, no transcription.

The pin's lifecycle

1. Drop the pin from the Objects panel. Status defaults to the first one in the template (often "Pending" or "Suspected").
2. Capture on site — fill the form, attach photos, dictate notes.
3. Review in the office — reopen the pin, add follow-up notes, attach lab reports as photos, change status to "Confirmed" or "Resolved".
4. Generate the PDF — only non-hidden samples appear, ordered by per-template prefix and number.
5. Archive the plan when the inspection is closed out. Samples remain inside the archived plan and can be reopened any time.