Template editor anatomy

The template editor is Lumos’s densest screen. Before modifying content, you need to get your bearings in the three main zones: the header, the sections sidebar, and the main view.

Template editor — full view with header, sidebar, and main view

Entering it

From the Inspection Templates tab, click the Edit icon (pencil) on one of your personal templates, or Duplicate to open a copy of a system template. URL: /templates/<uuid>/edit.

The header

Top banner, contains all global navigation and actions.

Left side

Back arrow — return to the templates list.
Template title — the current name (for example “Residential Inspection - BNQ 3009-500 (copy)”).

Center

Save indicator — alternates between “Saved”, “Unsaved changes”, and “Saving…” according to state.

Right side

Auto Translation chip — assistant that automatically translates content between FR and EN as you type. When enabled, typing text in French generates its English equivalent (and vice-versa) for section names, sub-section names, options, labels, and descriptions. Very useful when renaming in batch or creating new items — you write in one language, the other follows.
Personal chip — template visibility, dropdown with two options:
- Personal: “Only you can see this template”. This is the default setting when you duplicate or create a template.
- Team: “Members of your team can use this template”. Available if your account is a master account with inspector sub-accounts. All team members can then select this template for their inspections.
Export YAML button — exports the template as a YAML file for external editing or backup. See Note below.
Import YAML button — imports a template from external YAML.
Cancel button (with counter, for example “Cancel (2)”) — undoes the last modification, can be clicked several times.
Save button (orange) — manual save.

Export / Import YAML: these two buttons are advanced tools for those who want to edit a template in a code editor (VS Code, etc.) or do bulk modifications. For most inspectors, the visual editor is more than enough. Don’t worry about them at start.

The sections sidebar (left)

The left column lists all the template’s sections in a hierarchical tree.

Top

Title Sections
Button + Add a section — to add a section with sub-sections.
Small page icon on the right — opens an Add a text block menu with 5 options: Introduction, Inspector’s Certificate, Items to Consider, Conclusion (4 pre-written templates) and Blank text block (empty narrative page to write).

The tree

Tree sidebar with action icons on hover

Each section and sub-section appears with:

A drag handle (left, for drag-and-drop reordering).
The icon of the section (building, page, etc.).
The number and name of the section.

On hover of a row, action icons appear on the right:

↑ arrow — move up one notch.
↓ arrow — move down one notch.
🗑 icon — delete the section.

Sections with sub-sections have a chevron (▾) that lets you expand / collapse the tree to show or hide their sub-sections.

Virtual item “Template Overview”

At the very top of the tree, a special item Template Overview is selected by default when you open the editor. It is the template’s overview view (metadata, configuration, severity levels). See GR.10.

The main view (center/right)

The view content changes based on what you have selected in the sidebar:

Nothing selected / Template Overview → Template Overview view (metadata, report configuration, severity levels). See GR.9 and GR.10.
Section with sub-sections selected → Section Name view (section metadata + clickable list of sub-sections). See GR.3.
Narrative section selected → Section Name view + bilingual rich editor. See GR.4.
Sub-section selected → Sub-section Name view (metadata + 3 blocks: Inspection Status, Inspection Elements, Narrative Configuration). See GR.5 to GR.8.

To navigate between views, simply click the desired item in the sidebar.

Saving

Lumos shows Unsaved changes as soon as you change something. Click Save in the header to save. If you leave without saving, Lumos warns you (the browser shows a confirmation dialog).

The Cancel in the header is a step-by-step undo. The counter in parentheses indicates how many actions you can undo.

Live render preview

No live PDF render preview is offered in the template editor for the moment. To visualize the actual rendering, create a test inspection from your template and use the inspection editor’s PDF preview. See Chapter 7 — The inspection editor.