Template Checks¶
Reviewing the checks of a check template
The Checks tab of a template's page lists every check created from the template, across all the datastores that hold one. It is the place to see where a template is applied and how its checks are doing.
Getting to the Checks Tab¶
- Open the template's page from the Library, then click the Checks tab.
- On the template's Overview, click on the Checks card when the template has at least one check. See Template Overview.
What the Tab Shows¶
The tab is a regular check list, scoped to the template. It opens on the Active tab, on its Important subtab, so the checks that matter most come first:
- The All, Active, Draft, and Archived tabs, with the Important, Owned, Favorite, and All subtabs on Active and Draft, and Discarded, Invalid, and All on Archived.
- Each check's status label, rule type, table or file, fields, and the source details of computed tables and fields.
- The search, filters, and sort of other check lists.
See Check Views for how the tabs, labels, and check info work.
What You Can Do¶
- Open a check. Clicking a check opens it in the check form, in a dialog over the list, so you can review or change it without leaving the template. On a check linked to a Locked template, only its target can change.
- Review drafts. Checks created with Multiple Checks arrive under Draft. Review them here, then activate them. See Activate Draft Checks.
- Act on checks. The row menu and the selection bar offer the same actions as other check lists, such as activating, moving to draft, and archiving.
See Also¶
-
Template Anomalies
The anomalies found by every check created from the template, and how to triage them from the template's page.
-
Template Examples
Scenarios that show when a template pays off, and whether to lock it.
-
Template Best Practices
How to name, lock, and maintain templates so their checks stay trustworthy.
-
Template Permissions
Who can create, edit, apply, archive, and export templates.
-
How Templates Work
What a template defines, how checks are created from it, and what Locked and Unlocked change.
-
Filter Permutations
How
each()in a template's filter creates one check per value, and how adding or removing values changes them. -
Template Overview
Every part of a template's Overview: Summary, Description, Definition, and Timeline, plus the page's tabs and actions.