# Create a Template

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

*Requires the Data Observability (DO) module.*

*Requires the Data Quality (DQ) module.*

Create a check template from scratch in the Library, to apply the same rule to many tables later. To turn a check you already have into a template, see [Create a Template from a Check](https://userguide.qualytics.io/data-quality-checks/templates/how-tos/create-from-a-check/).

> **Info: Permissions**
>
> Creating a template requires the **Manager** or **Admin** role, and the module for its rule type. See [Template Permissions](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/permissions/).

> **Tip: Let AgentQ fill in the form**
>
> When [AgentQ](https://userguide.qualytics.io/agentq/getting-started/) is configured and its data-sharing level is **Metadata shared** or higher, the **Template Assistant** panel next to the form can write the template for you: describe the rule in plain language, or pick one of its suggested prompts, and apply the configuration it proposes. Review the fields before you save.

## Steps

**Step 1**: Click **Library** in the left side panel. The Library page opens.

**Step 2**: Click **Add Check Template**  at the top right. The **Check Template Details** dialog opens.

**Step 3**: Under **Target**, select the **Rule type**. The rest of the form adapts to it. The rule type cannot be changed after the template is saved.

**Step 4**: Optionally, enter a **Filter Clause** to limit the records each check evaluates. Use `each()` to create one check per value. See [Filter Permutations](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/filter-permutations/).

**Step 5**: Fill in the **Properties** the rule type asks for.

**Step 6**: Under **Pass Criteria**, set the **Coverage**: the percentage of evaluated records each check must satisfy.

**Step 7**: Under **Template Options**, select **Locked** if the checks created from the template should follow its later edits. See [Locked and Unlocked Templates](https://userguide.qualytics.io/data-quality-checks/templates/deep-dive/how-it-works/#locked-and-unlocked-templates).

**Step 8**: Under **Metadata**, enter the **Description**. With an AI integration configured, **Suggest a description**  writes one from the template's definition. Optionally, add **Tags** and **Additional Metadata**.

**Step 9**: Click **Save**. A success message appears, and the template is added to the Library.

> **Note: Unused suggestion**
>
> If a suggested description is waiting and you click **Save** without applying it, a warning appears. Click **Review Suggestion** to look at it, or **Save Anyway** to keep the description you have.

Next, create checks from the template. 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/).

*Last updated: November 10, 2026.*