An Evidence Template defines the structure of a certification, accreditation scheme or document: what it applies to, the data fields each evidence captures, and the modules (checks) it must meet. Templates are created once and reused across many Evidence records and Order compliance requirements.
Note: templates are shared across your organisation and can be made available to other onboarded participants.
Add an Evidence Template
Go to Evidence Tracking > Templates and click + Add evidence template. Complete the form:
Evidence details: the Evidence template name; the Evidence template type (such as Order, Location or Organisation, which is what the evidence applies to); the Evidence category; the Issuer; and the Template visibility (for example, Public).
Evidence data: use + add data field to configure the data fields that each instance of the evidence will capture (each evidence record then captures values for these fields).
Evidence modules: use + add module to configure the modules (checks) that can be achieved on each instance. When the template is used as an Order compliance requirement, these modules appear as its supporting requirements.
Evidence image (optional): an image displayed with each instance of the evidence.
Click Add template to create it.
Edit an Evidence Template
From the Evidence Templates list, edit the template you want to change. If it is already linked to existing evidence records, you are prompted to choose Update template only or Update template and all linked evidence.
Important: editing a template can change how new and existing evidence are displayed and validated across the system. Review linked records before applying broad changes.