# Add a Check from a Template

Source: https://userguide.qualytics.io/data-quality-checks/templates/how-tos/add-a-check/

*Requires the Data Observability (DO) module.*

*Requires the Data Quality (DQ) module.*

Apply a [check template](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/introduction/) to a table or file to create a check from it, without filling in the rule again. A template can be applied as many times as you need, so the same rule runs the same way across datastores.

> **Info: Permissions**
>
> Adding a check from a template requires the **Manager** or **Admin** role. Saving the check also requires the **Author** team permission on the target datastore to create it as Active, or **Drafter** to create it as a Draft. Creating the check requires the module for the template's rule type. See [Feature Availability](https://userguide.qualytics.io/using-the-platform/module-availability/).

> **Tip: Many tables at once**
>
> To create checks on several tables or files in one go, use **Multiple Checks** on the template's page. See [Multiple Checks Creation](https://userguide.qualytics.io/data-quality-checks/templates/how-tos/add-multiple-checks/).

## Locked and Unlocked Templates

The template's lock decides how the new check follows it:

| Template | What the check inherits |
| --- | --- |
| **Locked** | The check stays in sync with the template: later updates to the template reach the check. Only the datastore, table or file, and fields can be changed on the check. |
| **Unlocked** | The check's properties can be changed freely, and later updates to the template no longer reach it. While you create the check, an empty **Filter Clause** keeps the template's filter, so clearing it has no effect. To change the filter, enter one of your own, which replaces the template's. |

To create a check that does not follow the template at all, turn off **Associate with a Check template** before saving.

## Steps

**Tab: From the Library**

**Step 1**: Click **Library** in the left side panel. The Library page opens with the list of check templates.

**Step 2**: Click  next to the template you want to apply. A menu opens.

**Step 3**: Click **Add Check** . The check form opens with **Associate with a Check template** turned on and the template already selected.

**Tab: From the Template's Page**

**Step 1**: Click **Library** in the left side panel, then click the template you want to apply. Its page opens.

**Step 2**: Click **Add**  at the top right. A menu opens.

**Step 3**: Click **Single Check**. The check form opens with **Associate with a Check template** turned on and the template already selected.

**Step 4**: Select the **Datastore**, then the **Table / File**, and the **Fields** the check applies to.

**Step 5**: Review the rest of the form. On a locked template, only the target can change. On an unlocked template, you can adjust any property. See [Locked and Unlocked Templates](https://userguide.qualytics.io/data-quality-checks/templates/how-tos/add-a-check/#locked-and-unlocked-templates).

**Step 6**: Click **Validate**. Qualytics tests the check against the selected data without saving it, and a message shows whether validation succeeded.

**Step 7**: Click **Save**. A success message appears, and the check is created, linked to the template.

*Last updated: November 10, 2026.*