# Template Overview

Source: https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/template-view/overview/

Every check template has its own page. Its **Overview** tab shows what the template defines, how many checks it has created and how they are doing, and every change made to it. This page explains each part of the Overview and the page's header. The **Checks** and **Anomalies** tabs have their own pages: [Template Checks](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/template-view/checks/) and [Template Anomalies](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/template-view/anomalies/).

## Getting to the Template Page

- Click **Library** in the left side panel, then click a template in the list.
- On a check created from a template, click the **Template** badge in the Tags panel of the check's page. See [Check Views](https://userguide.qualytics.io/data-quality-checks/checks/deep-dive/check-details/check-views/#what-the-check-page-shows).
- Open a link to the template, such as one copied with **Copy Template Link**.

## Header

The top of the page shows where you are, **Library** followed by the template's number and rule type, such as **#333976 Unique**, and holds the tabs and actions.

| Element | What it does |
| --- | --- |
| **Overview** tab | The template's summary, description, definition, and Timeline. The rest of this page covers it section by section. |
| **Checks** tab | The checks created from the template. See [Template Checks](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/template-view/checks/). |
| **Anomalies** tab | The anomalies found by those checks. See [Template Anomalies](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/template-view/anomalies/). |
| **Add** | Creates checks from the template: **Single Check** opens the check form with the template selected, and **Multiple Checks** opens a wizard that creates one check per target. Disabled when your organization does not have the module the template's rule type requires. See [Add a Check from a Template](https://userguide.qualytics.io/data-quality-checks/templates/how-tos/add-a-check/) and [Add Multiple Checks from a Template](https://userguide.qualytics.io/data-quality-checks/templates/how-tos/add-multiple-checks/). |
| menu | **Edit**  opens the template form, and **Archive**  archives the template. See [Edit a Template](https://userguide.qualytics.io/data-quality-checks/templates/how-tos/edit-a-template/) and [Archive a Template](https://userguide.qualytics.io/data-quality-checks/templates/how-tos/archive-a-template/). |

The **Add** button and the  menu appear only to users with the **Manager** or **Admin** role. See [Template Permissions](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/permissions/).

## Summary

The Summary opens the **Overview** tab. Two controls sit at its top right:

- **View template definition** scrolls down to the [Definition](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/template-view/overview/#definition).
- **Copy Template Link** copies a direct link to the template, to share with teammates.

Below them, a row of cards:

| Card | What it shows |
| --- | --- |
| **Template** | The rule type of the template, such as **Not Null**. |
| **Type** | **Locked** or **Unlocked**, with a lock icon. Hover the icon to see who edited the template last. The lock decides whether linked checks follow later edits, not whether the template can be edited: a locked template is still editable. See [Locked and Unlocked Templates](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/how-it-works/#locked-and-unlocked-templates). |
| **Importance** | How much failures of the template's checks matter: **Low**, **Medium**, **High**, or **Critical**. Hover it to see what decided the level. See [Check Importance](https://userguide.qualytics.io/data-quality-checks/checks/deep-dive/importance/). |
| **Coverage** | The percentage of evaluated records each check from the template must satisfy. |
| **Checks** | How many checks are linked to the template. When there is at least one, click  on the card to open the **Checks** tab. See [Template Checks](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/template-view/checks/). The label reads **Check** when the count is zero or one. |
| **Active Anomalies** | How many anomalies of the linked checks are still open. When there is at least one, click  on the card to open the **Anomalies** tab. See [Template Anomalies](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/template-view/anomalies/). The label reads **Active Anomaly** when the count is zero or one. |

Below the cards, the **Tags** panel lists the template's tags. Users with the **Manager** or **Admin** role can add or remove tags right there. Tag changes reach every check linked to the template, locked or unlocked.

## Description

The Description explains, in plain language, what the template checks and why. It supports Markdown formatting.

Users with the **Manager** or **Admin** role can change it in place while the template is not archived:

- **Edit description**  opens the text for editing.
- **Suggest a description**  writes one from the template's definition. It appears only when an AI integration is configured.

On a locked template, a new description is copied to every linked check.

## Definition

The Definition shows how the template is configured, read-only, in the same groups as the template form:

| Group | What it shows |
| --- | --- |
| **Target** | The **Filter Clause**. With no filter clause, the checks evaluate every record of their table or file. A filter with `each()` shows the full list of values. See [Filter Permutations](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/filter-permutations/). |
| **Properties** | The settings specific to the rule type, such as the **Number of Fields** of a Field Count template, or the comparison and limits of a Metric template. |
| **Metadata** | The additional key-value metadata. With none, it reads *No custom metadata property defined*. |

The rule type, description, tags, coverage, and lock are not repeated here, since the Summary already shows them. To change the definition, use **Edit** from the  menu.

## Timeline

The Timeline, next to the Definition, is the chronological record of everything that happened to the template: its creation, each change to its configuration, and the comments your team leaves. Entries load as you scroll.

- **Changes.** Short values read `from <previous value> to <new value>`. A long change collapses behind **View changes**, which reports the before and after lengths and expands into the **From** and **To** values. Several properties changed in one save are grouped into one entry.
- **Comments.** Comment on the template from the box above the Timeline, or on a specific change with **Comment**  below its entry. Reply with **Reply** , one level deep, and type `@` to mention a teammate, who receives a **Mention** notification.

Comments, mentions, and change entries work as they do on a check. See [Check Timeline](https://userguide.qualytics.io/data-quality-checks/checks/deep-dive/check-details/timeline/) for the details.

> **Info: Timeline permissions**
>
> A check template does not belong to a datastore, so its Timeline follows the platform user role only: any user can read it, comment, reply, and manage their own comments. Deleting another user's comment requires the **Admin** role. See [User Permissions](https://userguide.qualytics.io/settings/access/users/permissions/).

## See Also

- **Template Checks**

  Every check created from the template, across datastores, and how to review the drafts it creates.

  [Template Checks](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/template-view/checks/)
- **Template Anomalies**

  The anomalies found by every check created from the template, and how to triage them from the template's page.

  [Template Anomalies](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/template-view/anomalies/)
- **Template Examples**

  Scenarios that show when a template pays off, and whether to lock it.

  [Template Examples](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/examples/)
- **Template Best Practices**

  How to name, lock, and maintain templates so their checks stay trustworthy.

  [Template Best Practices](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/best-practices/)
- **Template Permissions**

  Who can create, edit, apply, archive, and export templates.

  [Template Permissions](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/permissions/)
- **How Templates Work**

  What a template defines, how checks are created from it, and what Locked and Unlocked change.

  [How Templates Work](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/how-it-works/)
- **Filter Permutations**

  How `each()` in a template's filter creates one check per value, and how adding or removing values changes them.

  [Filter Permutations](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/filter-permutations/)

*Last updated: November 10, 2026.*