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Template Editor: Repeat section

  • Templates

Repeat section allows users to repeat sets of questions dynamically during inspection. This can be particularly useful when you are faced with an unknown number of the same item to check, where instead of having to create a new report for each item, you can inspect all items in one go. Learn via video Web...

How to copy and paste questions in bulk in the template editor

  • Templates

From time to time, you may have similar questions to ask within or across templates. Rather than typing out the questions manually over and over again, you can use the copy and paste feature in the template editor to replicate selected questions in seconds! This article shows you how to copy and paste questions in...

Template Editor: How to add questions

  • Templates

As you translate your forms and processes into iAuditor as templates, it is vital to ask the right questions, so your team can get you the information you need. This article outlines how you can add questions to your templates, on both the web app and mobile app. Web app: add questions to a template...

Template Editor: Create Inspection Templates

  • Templates

Templates are the foundation of your iAuditor account. The Template Editor helps you translate your forms and processes directly into iAuditor. Create new forms (from scratch), download a template from the public library, or even upload an existing checklist using "smart scan." Web app: Create an inspection in the Template Editor Login to the iAuditor...

New Feature: Copy/Paste Tool in the Classic Template Editor

We released a feature to makes it easier to create large templates. This week, a copy and paste feature was added to the Template Editor.

Template Editor: Notifications

  • Templates

With notifications, iAuditor users have the ability to notify the appropriate users or groups within their organization in real-time whenever a particular response is selected during an inspection. Notifications can be sent via push notification, email, or SMS, enabling faster communication between teams.  Template Editor: Notifications iAuditor WebApp: Create and configure notifications Navigate to the template editor...

How to customize template Title Pages

  • Templates

The Title Page is an essential part of your templates. As it’s the first page of your inspection reports, you have the opportunity to customize the page to show off the key information first. This article outlines how you can customize the Title Page in your templates to display vital information for your users and...

How to download templates from the Public Library

  • Templates

The Public Library is a place where iAuditor users from different industries can share the templates they’ve created with each other. With hundreds of thousands of free templates ready to be downloaded, you can either use a template you find to start inspections immediately or make one your own by changing, adding, or removing questions...

How to add line breaks within questions

  • Templates

It's important to ask the right questions in your templates so that the information captured is meaningful. However, it can be equally important for the questions to be visually presentable so your frontline teams can view and interpret them immediately without issue. With the iAuditor template editor, you can create line breaks to format questions...

How to create and manage custom response sets

  • Templates

A new template by default includes common response sets, such as “Yes, No, N/A”. However, we understand that in most scenarios, you would want to capture information that is specific to your context as well. That’s why we made it possible for you to create custom response sets when building templates, be it a list...

Create a custom iAuditor report on Google Docs with Zapier

  • Integrations

Google Docs templates allow you to use the same document multiple times instead of building your whole document from scratch. Using Zapier, you can automatically populate a Google Doc template with iAuditor data every time an inspection is completed. This not only allows you to add custom formatting in the form of fonts, colors, and...

Inspections CSV format guide

  • Reports

The CSV export option allows users to export up to 1000 inspections in bulk, from either one multiple templates. This can be very useful if you want to perform a "data dump" of your organization's inspection data, or simply wish to assess results in bulk. Since you're working with raw data, it can sometimes be...

2019 Global Product Highlights

Vote for your #1 favorite. Global iAuditor Product Highlights covers all things iAuditor and product. Learn what we’ve recently launched, are currently launching and what’s coming by the end of 2019.

A new way to build templates and generate reports

We’re turning off the old template editor and reporting process to make room for the new ones! This means that all existing templates will be converted to the new format on 28 May. Export Profiles will be locked as they are from then, and will be turned off on 24 June, so make sure you set up Report Preferences to make sure your workflow isn’t interrupted. The template editor tool and generating reports require that you be online, making sure template changes can sync and you have a reliable audit trail saved in the cloud, but completing an inspection can still be done offline.

How to add and format text answer questions

  • Templates

Free flow text fields can be a great way to capture answers or responses to open-ended questions, such as for comments or descriptions of observations. With iAuditor, you can select between two types of text answer questions, "Text: Short answer" and "Text: Paragraph", which can be used to let users know exactly how much information...

How to copy and paste questions into templates from external documents

  • Templates

We understand in some scenarios, you may have existing forms or checklists with questions that you want to bring into iAuditor. Whether the questions are stored in Excel, Word, or PDF documents, they can be copied across into your iAuditor templates with just a few clicks or taps. This article shows you how to copy questions...

How to convert Word, Excel, and PDF forms into iAuditor templates

  • Templates

We understand in some instances, you may need to bring existing processes in the format of a Word, Excel, or PDF form into iAuditor, especially for customers who wish to go paperless. That’s why we built the “upload and convert form” feature, for this exact use case. As one of the 3 ways to create...

Set your formatting and forget it with report preferences

Introducing Report Preferences, your new option for quickly and easily setting up report formats. Here you can customize how your reports will look for each template, allowing you to show/hide different information for each preference you save.

Use Report Preferences

  • Reports

Report preferences allow you to customize how your reports will look for each template, allowing you to show/hide different information for each preference you save. This could be particularly useful if you need to only display certain information for clients and another set of information for internal staff, as well as setting up emails to...

Why Are My Export Profile Changes Not Being Reflected on My Inspection?

  • Inspections

If you have different needs for reports based on who they're going to, then Export Profiles are already extremely useful for you.  But what if your customers need their reports to change - or need sections to appear/disappear? Export profiles can be changed to customise your reports' appearance when needed. Why Update an Export Profile?...

Start inspections from Google Calendar events using Zapier

  • Integrations

Managing schedules effectively can be a critical part of success, especially when you have multiple tasks to delegate. Using Zapier, an integration can be set up to automate the process of starting inspections from calendar events. This article outlines how to start inspections from Google Calendar events, as well as steps to share the inspections to...

Upload inspections automatically to Dropbox with Zapier

  • Integrations

Running a business can be unpredictable, but a good record-keeping system can make things easier. While most organizations may utilize cloud storage systems to save their inspection reports, it can be taxing to rely on teammates to send in reports manually, particularly for large teams who conduct inspections regularly. Using integration tools such as Zapier,...

Export inspection data to an online spreadsheet using Zapier

  • Integrations

To simplify the process of exporting raw inspection data, it is possible to integrate iAuditor with online spreadsheet platforms (e.g. Google Sheets) with Zapier. This allows users to create custom exports of their data when inspections are completed, either from a specific template or all templates. The Zap can update existing rows or create new...

Automatically send email when inspection score falls below a threshold with Zapier

  • Integrations

It can be important for managers or supervisors to review an inspection under a certain score immediately, rather than rely on users to send these reports manually. Using Zapier, an integration can be set up to automate the process and notify the right people, at the right time. This article outlines the steps to automatically...

How to start new and edit existing inspections

  • Inspections

Just as templates are the foundation of iAuditor, inspections are the processes you and your team go through to capture data and populate reports. In your context, this could be filling in a form, performing an audit, or going through a checklist to make sure you’ve covered all topics in a daily safety talk. No...

Add or replace report logos

  • Reports

Sometimes it is important to have your logo or a client's logo on the appropriate report, iAuditor allows you to customize this in the template editor to be either template specific or be based on different report preferences. This article outlines the steps for both the Web app and for the Mobile app. Web app:...

Export Profiles

  • Reports

Export profiles allow the formatting and appearance of completed inspections to be customized. An export profile can be created and attached to a specific template so that when inspections are conducted from that template, the reports will be uniform. This is useful when working in teams to help keep reports uniform and also reduce the number of...

How to make questions mandatory

  • Templates

We understand that in some instances you may have questions that must be answered before an inspection can be marked as complete. To make sure your users answer these questions consistently, we have made it possible to make questions mandatory in your templates. This means that when an inspector tries to complete an inspection, without...

Setting up your team

Overview SafetyCulture is designed and built to empower teams. Companies use SafetyCulture for 3 main reasons: They want visibility into their organization They want to know what’s working and what’s not, and They want to receive reports faster and save time spent inspecting By working in a team with SafetyCulture, you can collect uniform data,...

Manage template sharing and inspection auto-sharing

  • Team Management

To keep up with the various changes that a team may go through, it is important to adjust how your forms and reports are shared. This article shows you how to manage existing sharing settings, for templates and inspection auto-shares, as well as individual inspections. For the best experience, we recommend setting up sharing on...

Permissions

  • Team Management

It is important to structure your organization on iAuditor so that certain accesses are only provided to managers or administrators. Permissions in iAuditor allow you to provide feature access to specific users or groups. This ensures that not everyone can inadvertently make unwanted changes to the organization, such as adding or removing users, updating subscription...