Frequently asked questions and messages

Manual — Task templates and checklists · chapter 10 of 10

The table explains the messages that may appear when building and executing a checklist. The most common questions come right after.

Message	Where	Why	What to do
No permission to create.	New Template	Create in Task Templates is missing	ask for the right (chapter 1)
Name is required	New Template / Edit	empty name	fill in the name
Error creating template / Error cloning	list / New Template	no Create in the header site, or a failure	check the header site and the right
Read-only (inherited)	record	the template belongs to a site above	Clone it to your site (chapter 2)
Template not found	record; the assistant’s Open in a new tab / Use this one	the template belongs to a site outside your reach — including a similar one from another company (chapter 5)	ask whoever maintains the template, or clone/generate your own
Error adding item / Error deleting item / Error adding material / Error removing material	items and materials	the server refused — for example, the right changed with the screen open	reload the page and check the right (chapter 4)
Delete this item? / Remove this material?	items / materials	confirmation	see chapter 9 before deleting an item from a template in use
Define options in the template	Preview	choice item without options	edit the item and fill in Options
Error generating the PDF preview. Please try again.	PDF preview	server failure	try again; if it persists, call support
Daily limit of 30 AI requests reached. Try again after <date and time>.	assistant, step 4	the user’s daily AI limit, shared with the other AI features	wait for the time shown, or build the template by hand (chapter 5)
The AI returned an invalid answer after several attempts. Review the questions and try again.	assistant, step 4	the AI did not get the format right in three attempts	detail the answers and Try again
AI service temporarily unavailable. Wait a few seconds and try again.	assistant, step 4	the AI service did not respond	wait and try again
Could not save	assistant, Save Template	no Create in the site, invalid category or a problem with an item	read the detail below the message
No APR templates. Create an APR-type template first. (and the inspection one)	new APR / inspection	no template of that type in the site, or Read in Task Templates is missing	create the template with the right Template type (chapter 6)
This task already has N filled answers in the current checklist. On switching the template, all answers will be permanently deleted. This action cannot be undone.	task record, Checklist Template	template change on an answered task	Yes, switch and delete only if the answers can be lost
Task already completed — cannot change template.	task record	completed task	reopen the task, or create another one
No checklist associated with this task.	task record	the task has no template	choose the template in Edit
N pending items / 1 pending item	Finish	unanswered item, missing required photo or empty row-based item	see the list and fix it (chapter 7)
Signature saved! Try finishing again.	Finish	you had no signature registered	click Finish again
Answer the item first / Describe what was found and the action taken	comment AI buttons	item without an answer / text too short (less than 10 letters)	answer the item / write more
This task has no checklist on the device. Sync to download the template.	app	the template has not been downloaded yet	sync with internet
A non-compliance is being reported.	app	non-compliant answer	Confirm or Cancel
This item requires a photo.	app	required photo, non-compliant answer or Image item	take the photo
Cannot finish yet: …	app, Complete task	answers, photos or report rows are missing	complete what the message says
This item brought no options in the template…	app	choice item without options	ask whoever builds the template; sync afterwards
This item is of a type not answerable in this app yet…	app	item type unknown to the app version — the electrical test sheets need app 3.1.3 or newer	update the app, or answer on the web
No connection to generate the suggestion	app, AI buttons	no internet	use the SUGGESTIONS FROM HISTORY or write it
Ticket solved or closed: the checklist is read only.	app	ticket closed	—

Frequently asked questions

• I cannot find the template in the list. The list follows the header site: it shows that site’s templates and the recursive ones of the sites above. Change the site in the header. New templates are already created recursive; an old template, or one created with Recursive unchecked, only appears in its own site — ask whoever maintains it to turn on Recursive in Edit. The search only looks at the name (chapter 2).
• I cannot edit a template. Edit in Task Templates in the template’s site is missing — on a template from another site, the record shows Read-only (inherited): clone it to your site (chapters 1 and 2).
• How do I delete a template? There is no deletion. Change the State to Inactive and the name to something like “DO NOT USE — …”: the selectors still offer it (chapter 3).
• How do I move a template to another site? There is no site change. Choose the destination site in the header and Clone the template — the copy is created there, recursive (chapter 2).
• I fixed an item and the old tasks changed. That is how it works: the task reads the template, and the answers are stored by the item position. Never reorder or delete items of a template already in use: clone the template and use the clone (chapter 9).
• The template does not appear to be chosen in the task / APR / audit. Check the Template type (chapter 6), the template’s site (and Recursive) and whether you have Read in Task Templates.
• The template does not appear in Automatic Scheduling. The Periodicity is missing in the header — choose a value from the list (chapters 3 and 6).
• The technician cannot finish. Read the list of pending items: unanswered item (Information also needs the OK), missing required photo or row-based item without any row (chapter 7).
• The measured value is right and the item turned red. The Numeric compares with the template’s Min. Tol.: and Max. Tol.:. Check the range — remember that 0 is not a limit and that the range stores whole numbers (chapter 4).
• I answered “No” and no NCR was opened. The NCR is only created when the task is finished, and only if the template has Generates Non-Conformity = Yes. Audit, APR, PT and inspection do not generate NCRs (chapter 8).
• I want a single NCR for all the problems of the task. Turn on Group Non-Conformities in the template (chapter 8).
• The AI assistant said there is already a similar template. Open it (Open in a new tab): if it fits, Use this one; if it almost fits, Clone and adjust. Generate another one only if none fits (chapter 5).
• The template generated by the AI has no technician and does not generate NCRs. The assistant does not ask about these fields: adjust By (Technician), Generates Non-Conformity and Group Non-Conformities in Edit after saving (chapter 5).
• The AI wrote the template in another language. The assistant writes in the language of whoever asks, with the translation in English (or in Spanish, for whoever uses H2O in English). Change the user’s language before generating (chapter 5).
• The template materials did not become requests on the ticket. Check the Create material requests on the work order switch on the template’s Materials tab: off, the list is a reference only. The request is created together with the task — a task created before the switch was turned on gets no request (chapter 4).
• I do not want Automatic Scheduling to create material requests. Turn Create material requests on the work order off on the template before generating the schedule (chapter 4).
• The sheet came out Failed and the value is normal. Check the Sheet limits on the template item and the cell unit: a value in GΩ typed as MΩ fails (chapter 4).
• I cannot fill in the sheet in the app. The electrical test sheets need app 3.1.3 or newer. Update the app, or fill it in on the web (chapter 7).