How can we help? Find the answers you're looking for in our knowledge base Categories Account Management 21 Actions 7 Analytics 10 Inspections 17 Integrations 27 Issues 12 Reports 6 Sensors 13 System/Technical Support 13 Team Management 22 Templates 29 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... How to create and move sections Templates When it comes to templates, it can be overwhelming for both people conducting inspections and viewing inspection reports, if there are pages after pages of questions without some form of categorization. That’s why it’s important to create sections in your templates to not only improve the experience for your team when conducting inspections but also... 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... Zapier: Create custom inspection reports on Google Docs Integrations Google Docs templates allow you to use the same document multiple times instead of building your whole document from scratch. Using integration tools such as Zapier, you can automatically create inspection reports from a Google Docs template with iAuditor inspection data. This not only allows you to add custom formatting in the form of fonts,... Inspection CSV export column header guide Reports The CSV export option allows users to export up to 10,000 inspections in bulk, from either single or 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. As you would be working with raw data when... 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. Getting started with iAuditor templates Templates Templates are the foundation of your iAuditor experience - they define your team’s daily workflow, structure how your reports look, and shape how the data your team captures is presented. In your context, this could mean a form you fill in for certain tasks, a checklist you go through each day before work, or a... How to retrieve unique identifiers for integrations Integrations From time to time, you may need to retrieve the unique identifier of specific documents or profiles to integrate with iAuditor. Whilst you can always refer to our API documentation on how to retrieve unique identifiers via API requests, we understand that not everyone who’s tasked with building integrations is comfortable with such methods. This... Zapier: Start inspections from Google Calendar events Integrations We understand that managing schedules effectively can be a critical part of success, especially when you have multiple tasks to delegate across different users and groups. Using integration tools such as Zapier, you can create tasks as events on Google Calendar and set each event to automatically start iAuditor inspections. This can be a great... Zapier: Email inspection reports that contain failed items Integrations In order to raise your standards, whether it’s safety or quality, it’s important to identify areas of interest in your inspection workflows and mark them for tracking. With iAuditor, you can set specific multiple-choice responses as “failed responses” so that they are flagged on each inspection report when selected. Using integration tools such as Zapier,... Zapier: Upload inspection reports to Dropbox 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 teams to send in reports manually. Using integration tools such as Zapier, you can automatically export your iAuditor inspection reports... Zapier: Export inspection data to Google Sheets spreadsheets Integrations As one of the most used spreadsheets applications, Google Sheets offers a wide range of functionalities to help people analyze and visualize data. Using integration tools such as Zapier, you can automatically export your iAuditor inspection data to populate a Google Sheets spreadsheet, so your team can access the latest information captured by your frontline... Zapier: Email web report links when inspection scores fall below a threshold Integrations Scoring is a powerful tool that can provide insights into how your organization is performing over time and help identify opportunities for improvement from inspections that achieve low scores. Using integration tools such as Zapier, you can automatically generate and email web report links from inspections that score below a threshold, so that your team... 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... How to custom brand your iAuditor organization Team Management Logos are an important piece for achieving success at businesses and organizations. They are the symbol that team members, customers, or stakeholders use to recognize your brand and to connect memories with the services you provide. In iAuditor, you can customize your iAuditor organization’s interface, so that your users see your organization logo when they... 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,... How to 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... How to create and disable Repeat sections Templates We understand that in some scenarios, your team may need to inspect the same type of item multiple times in a day, answering the same set of questions. Rather than starting a new inspection for each item, you can create Repeat sections in your templates to allow your users to repeat the same set of... Power Automate: Start and prefill inspections with new SharePoint items Integrations Microsoft SharePoint is a powerful tool that facilitates content sharing and empowers data access within organizations. In particular, its list feature can help you and your team add and store information with ease. Using integration tools such as Power Automate (previously Microsoft Flow), you can automatically start inspections on iAuditor with every new item created...
