New to Detect and Review? Read the Overview to understand how Rules, Reports, Annotations, and Campaigns work together before proceeding.
When to use this workflow
Every time you generate a Report without a template, you manually select which Rules to evaluate. For a one-off review this process is fine, but for a recurring test scenario, hardware configuration, or standard review process, it becomes repetitive and error-prone. A Report Template solves this by saving a named group of Rules. When you generate a Report, you select the template instead of individual Rules and Sift evaluates all the Rules in the template automatically. Use this workflow when:- You review the same type of Run repeatedly and always apply the same set of Rules.
- You want your team to apply a consistent set of checks without remembering which Rules to include.
- You are building a standard review process across a program or hardware configuration.
Before you begin
- The Rules you want to include in the template already exist in Sift. See Detect deviations automatically using Rules if you need to create them first.
Complete the workflow
Step 1: Create the template
- In Sift, click the Report Templates tab.
- Click New Report Template.
- In Untitled Report Template, enter a name that describes the review scenario; for example,
Motor qualification checklistorThermal system review. - Optional: In the Report Template tags list, select tags to make the template easier to find.
- Optional: In Report Template description, describe what this template checks and when to use it.
Step 2: Add Rules to the template
- Click Add Rules.
- In the Rules table, select each Rule you want to include.
- Click Confirm selection.
- Click Save new Report Template.
Step 3: Apply the template when generating a Report
- In Sift, click the Runs tab.
- In the Runs table, click the Run you want to review.
- Click Create report.
- Click the Report Template tab.
- Click the template you want to apply.
- Click Evaluate.
When to create a new version of a template
Report Templates are not automatically versioned the way Rules are, so keep a consistent naming or tagging convention when your review requirements change. Create a new template (or update the existing one) when:- New Rules have been added to your workspace that belong in the standard checklist.
- A hardware revision changes which channels or thresholds are relevant.
- A Rule in the template has been archived or replaced with a newer version.
When you rerun an existing Report, Sift uses the same Rule versions that were originally evaluated; it does not pick up template changes automatically. To evaluate with updated Rules or a revised template, generate a new Report on the Run instead.
Verify the result
After creating the template:- It appears in the Report Templates tab.
- When generating a Report, the template appears in the Report Template tab and applies all its Rules in one step.
Next steps
- To review a Run using your new template, see Detect and review issues in a Run.
- To triage the Annotations generated by the Report, see Triage and close out flagged issues.