An evidence template defines the structure of a certification, accreditation scheme or documents, including static fields like the name, issuing body, and scheme requirements. Templates are created once and reused across multiple evidence records.
Note: Templates are shared across your organisation and can be permissioned to be used by other onboarded participants.
Steps to add a new evidence template:
From the left-hand menu, go to Evidence Tracking > Evidence Templates.
The Evidence Template Overview will open, listing all templates created by your organisation.
Click Add Template in the top-right corner.
Fill in the required fields in the form.
Fields marked with an asterisk (*) are mandatory.
Click Save to create the template.
To edit an existing template:
In the Evidence list view, click Edit next to the template you want to update.
Make the necessary changes.
If the template is already linked to existing evidence records, you will be prompted to choose:
Update template only, or
Update template and all linked evidence
Important: Editing a template affects how new and can affect how existing evidence are displayed and validated across the system. Review linked records before applying broad changes.