Choose, duplicate, create a template

Before modifying anything, you need to decide which template to work on. This page describes the three options and helps you choose.

Access

Settings > Report Template > Inspection Templates tab. You see two sections: System templates (provided by Lumos) and My templates (yours).

System templates

Lumos offers two system templates, marked System chip + Public chip:

Residential Inspection - BNQ 3009-500

The flagship Lumos template. Compliant with the BNQ 3009-500 standard (Building Inspection — Pre-purchase Inspection of Primarily Residential Buildings). 17 sections, 100 sub-sections covering all components of a residential home.

This is the default template for every new inspection. Most inspectors start with this one.

Pre-handover Inspection

Pre-handover report template with references to standards and codes (NBC, GCR…). 14 sections, 77 sub-sections.

Disabled by default — you activate it via the toggle on the right of its card if you do pre-handover inspections. This default disabling reflects the fact that most inspectors do not perform both types of inspections.

Three paths to start

Path 1 — Use as is

The right starting point for the great majority of inspectors. You don’t touch the system template and use it as is for your inspections. Your reports will comply with the BNQ standard out of the box, with no configuration effort.

You have nothing to do: when creating an inspection, the BNQ template is selected by default.

When to move on: when you identify a template that doesn’t match your style (phrasings to adjust, sections to remove, severity levels to rename).

Path 2 — Duplicate a system template

This is the most-used path for customization. You create a modifiable copy of the system template.

1. On the system template card, click the duplicate icon (right of the card).
2. Lumos creates a copy named for example “Residential Inspection - BNQ 3009-500 (copy)” in the My templates section.
3. The editor opens directly on the copy. You can rename, adjust, save.

The copy is fully editable — you can change everything (sections, sub-sections, severities, predefined narratives, design). The original system template stays intact in System templates.

Path 3 — Create a blank template

For atypical inspections (commercial, industrial, environmental) where the BNQ template is not a good starting point.

1. Click + New template at the top right.
2. Lumos creates a blank template with default severity levels but no sections.
3. You build the complete structure (sections, sub-sections, elements, narratives).

This is the most laborious path — reserved for contexts where duplication doesn’t make sense. Plan several hours of serious configuration for a complete template.

Activate a disabled system template

To activate Pre-handover Inspection:

1. On its card, click the Disabled toggle on the right. It flips to Enabled.
2. The template becomes selectable when creating an inspection.

You can also duplicate it without activating it if you just want to build a personal derivative.

Your personal templates (My templates)

Each template you create or duplicate appears in My templates, marked Personal chip. For each, you have three actions on the right of the card:

• Edit (pencil) — opens the editor.
• Duplicate (copy icon) — creates a copy of your personal template.
• Delete (trash) — permanently deletes the template.

Metadata shown on each card

For each template, the card shows:

• The name of the template
• Its standard (BNQ 3009-500, NBC+GCR, or custom)
• Its version number (you update it manually, see GR.0)
• Its structure (N sections / N sub-sections)
• A short description

This helps you quickly identify which template to choose for which inspection type.

See also

• GR.0 Overview
• GR.2 Editor anatomy