What are Folder Templates?

Folder Templates allow users to add units of QA structure to their projects on demand in the CONQA App.

Units of QA structure can be any combination of folders and/or checklists, grouped together into one template that can be added into CONQA, making it quick and easy to build out projects, or parts of projects.

Why is this useful?

Do your projects generally follow the same structure? Do you have folders and/or checklists that you use repeatedly? If yes, you can build out new projects quickly and easily using Folder Templates.

Having the ability to do this immediately rather than needing to contact CONQA support for assistance will save your users time, and keep the momentum going in capturing good QA evidence.

Where can I find it?

Note: The creation and maintenance of Folder Templates can only be done by Account Admins, so first make sure you are enabled as an account admin. If in doubt, contact your Account Manager or the CONQA Support Team.

Go to CONQA Console by entering account.con.qa in your browser. Login if prompted, and select your CONQA account.
Open your Account Settings from the left hand menu, then select 'Folder templates'

Here you will land on the ‘Folder Templates' management page, which looks like this:

This is where you can add, edit and delete Folder Templates.

Select the ‘Add Folder Template’ button
Drag and drop your file on to the cloud icon, or click the cloud icon to select your Folder Template in the correct CSV or .xlsx format (more on this detailed below) and name your Folder Template
Click ‘Save’ to save the Folder Template

Your new Folder Template will now appear on the ‘Folder Templates’ Management page.

Adding Folder Templates to your project

Folder Templates can be added to your project via the CONQA App or CONQA Console.

Via App:

Open your project in the CONQA App then select the +ADD button in the bottom right corner, then select Folder Template.

Via Console:

Open your project in CONQA Console then select the '+Add Folder' in the top left of your screen above the project folder tree structure. Here a new window will pop up - on the left hand side of this screen you can name the new folder and select which Folder Template to populate it with (Under 'Folder contents'). On the right hand side of the screen, select the location within your project you would like to add this new folder and Folder Template.

How to format a Folder Template in CSV/XLSX format

Note: Before you get started, download the example template by selecting the ‘Download example folder template’ button, circled in the screenshot below. This will show you the required format.

Open a blank excel sheet and add the headers that need to exist on row 1. These are:

(it may be easier to copy and paste these from the example template)

Each row represents a folder or checklist. In the type column (column B) you will specify whether you are adding a folder or a checklist. If you are adding a checklist, the template required will be specified to the left of the type in the resource column - the checklist name needs to exist within your account Master List checklist library and must match names exactly (you can view your Master List checklists by navigating to 'Checklist templates' under your Account Settings in Console)
Ignore columns C & D. These should be left blank apart from the headers.
From columns E going right, this is where you will specify the names of your folders/checklists. Folders and checklists within the same ‘tier’ will sit under each other. Folders and checklists that go tiers deeper will sit within the folder of the previous tier.
In the example screenshot above, the Folder Template starts with a folder named ‘Bathroom’. Within the bathroom folder is a ‘QA - Rough In’ checklist of the same name. Below the Bathroom folder is a folder named ‘Lounge’. Within this folder is a ‘QA - Rough In’ checklist and a ‘QA - Fit Off’ checklist.

Helpful Tips:

Here are a few simple ‘rules’ to follow that will help you format your Folder Templates correctly:

Folder Templates must be created using the correct template structure (the headings along row 1 must always be included)
They must always be uploaded in either CSV or xlsx format. If uploaded in xlsx format, ensure your folder template is on the first tab (xlsx is the default format produced for Microsoft Excel)
Any checklist included in the folder template must exist on the Account Master List Checklist Library and be referenced by name before the Folder Template is uploaded. If the checklist does not exist in the Account Master List Library or is not referenced using the exact checklist name, you will be presented with an error message.