# Getting Started with Templates

Source: https://userguide.qualytics.io/data-quality-checks/templates/getting-started/

A check template is a reusable check definition: a rule type with its filter, properties, coverage, and description, but no table or field. Apply it to as many tables and files as you need, and every check it creates stays linked to it. Lock the template, and one edit updates all of those checks at once.

Templates live in the **Library**, in the left side panel, and belong to the whole organization rather than to one datastore.

> **Info: Permissions**
>
> Creating, editing, applying, archiving, and exporting templates requires the **Manager** or **Admin** role. See [Template Permissions](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/permissions/).

---

## Deep Dive

Understand what a template is, how its checks follow it, and what each part of its page shows.

### Concepts

- **Templates Introduction**

  What a template is, why it keeps checks consistent, and how it relates to the checks it creates.

  [Templates Introduction](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/introduction/)
- **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.

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

### Template View

- **Template Overview**

  Every part of a template's page: Summary, Description, Definition, and Timeline.

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

  Every check created from the template, across all the datastores that hold one.

  [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, in one list.

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

### Examples, Best Practices, and Permissions

- **Template Examples**

  Scenarios that show when a template pays off, and how Locked and Unlocked play out over time.

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

  How to keep templates easy to find, and the checks they create trustworthy as templates change.

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

  Which user roles work with templates, and which team permissions creating their checks needs.

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

---

## How-tos

Work with templates step by step, from creating one to applying it and keeping it up to date.

### Create

- **Create a Template**

  Create a template from scratch in the Library.

  [Create a Template](https://userguide.qualytics.io/data-quality-checks/templates/how-tos/create-a-template/)
- **Create a Template from a Check**

  Turn a check you already have into a template.

  [Create a Template from a Check](https://userguide.qualytics.io/data-quality-checks/templates/how-tos/create-from-a-check/)

### Apply

- **Add a Check from a Template**

  Apply a template to one table or file.

  [Add a Check from a Template](https://userguide.qualytics.io/data-quality-checks/templates/how-tos/add-a-check/)
- **Add Multiple Checks from a Template**

  Apply a template to many tables or files in one go.

  [Add Multiple Checks from a Template](https://userguide.qualytics.io/data-quality-checks/templates/how-tos/add-multiple-checks/)

### Managing

- **Edit a Template**

  Change a template, and its linked checks when it is locked.

  [Edit a Template](https://userguide.qualytics.io/data-quality-checks/templates/how-tos/edit-a-template/)
- **Bulk Edit Check Templates**

  Change many templates at once.

  [Bulk Edit Check Templates](https://userguide.qualytics.io/data-quality-checks/templates/how-tos/bulk-edit/)
- **Archive a Template**

  Take a template out of the Library and unlink its checks.

  [Archive a Template](https://userguide.qualytics.io/data-quality-checks/templates/how-tos/archive-a-template/)
- **Export Check Templates**

  Write every template to a table in an enrichment datastore.

  [Export Check Templates](https://userguide.qualytics.io/data-quality-checks/templates/how-tos/export/)

### Find Templates

- **Filter and Sort Templates**

  Search, filter, and sort the Library to find the templates you need.

  [Filter and Sort Templates](https://userguide.qualytics.io/data-quality-checks/templates/how-tos/filter-and-sort/)

---

## API & FAQ

- **Templates API**

  The endpoints to create, update, archive, and apply templates.

  [Templates API](https://userguide.qualytics.io/data-quality-checks/templates/api/)
- **Templates FAQ**

  Common questions about locking, editing, archiving, and `each()`.

  [Templates FAQ](https://userguide.qualytics.io/data-quality-checks/templates/faq/)

*Last updated: November 10, 2026.*