This article provides an overview of template management in Audit Template’s CTC. It covers accessing the Template Dashboard, using the available options for creating and editing templates, and safely deleting templates.

Navigation:

To access the Template Dashboard:

  1. Click CITY.
  2. Select the desired city or organization.
  3. Click the Manage Reports button.

Below is an example of the Template Dashboard for Demo City Report.


Template Dashboard UI

Fig 1. Template Dashboard UI for “Demo City”

Report Inventory Table:

The table in the Template Dashboard displays the basic details of each template.

  • Report ID: A unique identifier automatically assigned to each template upon creation.
  • Report Name: The designated name of the reporting template. It must be unique across the system. The report name is validated for uniqueness when the template is created.
  • Reporting?: Indicates whether the template is publicly accessible. In most cases, if marked Yes, the template will be visible to auditors in the Add Audit Report dropdown menu. However, actual visibility may also depend on an additional PNNL admin-only setting.
  • Buildings: The number of building reports associated with the template.
  • Submissions: The total number of building reports associated with the template that are submitted.

Template Management Options:
After clicking the gear icon ⚙️, you might see two options: New Building and Edit Report. (Note: If the template has no buildings or submissions, there is a third Delete Report menu item.)
CTC’s interface offers multiple navigation paths to reach these functions. Users can also navigate directly to individual templates to access the same options.


Template Management Options UI

Fig 2. Template Management Options UI

Deleting Templates:

Templates without any buildings created can be deleted by a program administrator. In order to delete a template which has associated buildings, please reach out to the PNNL team.

To delete templates without any buildings:

  1. Select the templates you wish to delete.
  2. Click With Selection:
  3. Choose Delete Reports.
  4. Follow the on-screen instructions.

⚠️ Please use this function with caution, as deleted templates cannot be recovered.


Template Management UI for Deleting Reports

Fig 3. Template Management UI for Deleting Reports


For creating a New Report, Please refer to the user guide New Report Creation in Custom Template Creator (CTC).