Step 1: Once you are happy with your master template, you can create a child template.

Step 2: From the Internal Checks tab of the Internal Check Manager, click on Add New and this will open a page to set the Internal Check details.

Step 3: Input the check title, select the relevant master template from the Child of Template dropdown options and select the company site(s).


Step 4: Click on Save & Edit then select Internal Check Template, this will open the internal check builder.

Step 5: Select Yes/No for all the sections and fields to select which ones appear in the child template. Click on Save Selected Fields once you are happy with what has been selected.


Step 6: To activate the issue triggers/email alerts for the child template, click on the Triggers button at the top of the page. This will open a page with all the triggers that were set up in the master template.

Step 7: To activate the triggers, tick the checkboxes beside the relevant triggers and click on Activate Selected. 

Step 8: To update the assignee of the triggers, tick the checkboxes beside the relevant triggers and click on Update Assignee.  This will open a pop-up window, select the person, or company team from the dropdown list and click on Update.

Step 9: When you have finished updating the triggers click on Done.

Step 10: You also will need to select the relevant fields for the issue and confirmation templates.  Click on the menu button beside the child check and select Edit Issue Template/Edit Confirmation Template.

Step 11: As with Step 5, Select Yes/No for all the sections and fields to select which ones appear in the issue/confirmation templates.  Click on Save Selected Fields once you are happy with what has been selected.

Step 12: Click on Save then Save and Exit.