The inspection process consists of multiple steps that the inspector follows in the mobile app to complete an inspection based on the process. For more information, see the Processes article.
You can now share steps from an existing process and reuse them in a different process.
To share a step within a process, click on the menu to the right of the step flow and select "Share." All step types are shareable, including the first inspection screen, attributes, checklists, defects, photos, and properties.

When sharing a step, provide a unique name. This shared step name will not replace the original step name.

How to Use a Shared Step:
- When creating a new process, you can assign a shared step as the first step in addition to naming the process.

- After creating a process, click "Create new step," navigate to the "Shared steps" tab, and select the steps you want to use. If no shared steps are available, it means none have been shared yet.
Editing a Shared Step:
- You can Unshare a step to edit it. The "Unshare" option is available in the step menu.
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- If you modify a shared step, be aware that the changes will apply to all processes using that step.
Managing Shared Steps:
Click "Create new step" and go to the "Shared steps" list to manage your shared steps. Here, you can view all shared steps and delete any that are no longer in use.