# Create a Template from a Check

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

*Requires the Data Observability (DO) module.*

*Requires the Data Quality (DQ) module.*

Turn a check into a template, so the same rule can be applied to other tables. The new template copies the check's rule type, filter clause, properties, coverage, description, and tags. It is created **Unlocked**, and the check is linked to it.

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

> **Note: Option not showing**
>
> **Template** is not offered on a check that is already linked to a template, or on an archived check.

## Steps

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

**Step 1**: Open the check from the **Checks** tab of its datastore, table or file, or field. Its page opens.

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

**Step 3**: Click **Template** . A success message appears, and the new template is added to the Library.

**Tab: From the Check Form**

**Step 1**: Open a check that is not linked to a template from **Explore** › **Checks**. The check form opens in a dialog.

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

**Step 3**: Click **Template** . A success message appears, and the new template is added to the Library.

**Tab: While Creating a Check**

**Step 1**: Fill in the form for the new check. See the **Create a Check** page of its rule type, listed in [Getting Started with Checks](https://userguide.qualytics.io/data-quality-checks/checks/getting-started/).

**Step 2**: Click the arrow next to **Save**. A menu opens.

**Step 3**: Click **Save as Template** . The check is validated and saved, the template is created from it, and a success message confirms both.

To have the check follow later edits to the template, open the template and turn on **Locked**. See [Edit a Template](https://userguide.qualytics.io/data-quality-checks/templates/how-tos/edit-a-template/).

*Last updated: November 10, 2026.*