Finding and Using Record Type Templates

The Library is a catalog of pre-built record type templates. Each template gives you a ready-made set of fields you can use as a starting point for a new record type.

Templates stay in the Library after you use them. For example, if Hazard Reports is already in My Records, the Hazard Reports template card is still shown in the Library.

1. 1Select Records in the left-hand navigation.
2. 2Select the Library tab.
3. 3The Library opens on the EHS/Risk package.

Templates are organized by package, shown as a tab under Library. The Library currently has one package, EHS/Risk, with 16 templates grouped into four categories:

Each category section can be collapsed or expanded using the chevron next to its heading.

Use the Search record types… bar at the top of the Records page to search My Records and the Library at once. While you type, the tabs are replaced by your results, grouped into Record Types (types already in your workspace) and Templates (from the Library). Clear the search to return to the tabs.

Select the eye icon on any Library card to open the Template Fields popover. This lists every field in the template in order, along with its field type (date, dropdown, number, textarea, file, and so on). Required fields are marked with an asterisk (*). Select anywhere outside the popover to close it.

Each Library card shows the template icon and name, a short description, and the number of fields it includes.

1. 1Find the template you want in the Library.
2. 2Select + Use Template on its card.
3. 3The Create New Record Type page opens with the template name pre-filled as the record type name, the template icon pre-selected, and all template fields listed under Form Fields. A banner confirms which template you are using and reminds you that all fields are fully editable.
4. 4Adjust the name, icon, category, Short Description, AI Agent Instructions, or fields as needed. You can rename, remove, or add fields.
5. 5Select Create Record Type. The new record type appears in My Records under its category.

If none of the templates fits, select + New Record Type in the top-right corner of the Records page to build one with SoterAI or with the form builder. See Organizing your My Records tab.

Archiving a record type from My Records is permanent. The archived type does not return to the Library and cannot be restored.

If the archived type was created from a template, that template is still in the Library, and you can use it again to create a new record type. The new type is separate from the one you archived: it starts with no records, and the archived type's records are not brought back.