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Template Editor: How to use notifications

  • Uncategorized

Template Editor: How to use notifications Notifications generate an automatic flag in iAuditor, for the person or group you specify, when a particular multiple choice response is selected. You can send notifications to both individuals and groups that are set up as part of your organization in iAuditor. PLEASE NOTE: Before you set up notifications,...

Template Editor: document numbers

  • Templates

Add a document number to quickly distinguish between completed inspections made from the same template. iAuditor Web App: Adding document numbers In the template editor, go to the “Title Page” drop-down, and add a new question field. Set the response type to “Document number”. Press the “Format” link below the field to modify from the...

Template Editor: Retired Features

  • Templates

Specific features have been replaced or retired. These features caused unnecessary complexity and confusion, detracting more than they added from the template creation experience. Hide individual instructions You can choose to hide all, or show all, instructions with report preferences (pictured below), rather than showing or hiding them at an individual level. All instructions will be...

Template Editor: Global Response Sets

  • Templates

Global Response Sets let you create and save a list of multiple-choice responses, so you can use them as often as you want, and across inspections, without having to write them out each time. For example, you might want to set up a list of regions, projects, job sites or equipment that you’ll need to...

Template Editor: Renamed Features

  • Templates

These fields have been given new names that better describe what they do. Audit title > Inspection title Inspection title replaces Audit title and shows information that will display in the title of completed inspections. You can change the inspection title, once you have finished building the inspection, in the “Report” tab at the top...

Template Editor: Visually updating features

  • Templates

Name and describe your template, and give each page a name if required. iAuditor WebApp: Template name, template description and page name In the template editor iAuditor WebApp: Title Page Title page fields are collapsible at the top of the page, so they don’t get in the way of the body of the inspection. As...

Template Editor: How to create a temperature response

  • Templates

The “Temperature” response shows up as a format option in the number response type. iAuditor WebApp: How to create a temperature response In the template editor Press “+” and type or paste in your question. Select the “Number” response type. Press “Temperature” under “Format” Set the appropriate temperature range, so that a failed response (a...

Template Editor: How to use hyperlinks

  • Templates

Hyperlinks can be added into an instruction field which will work throughout the template/inspection automatically when they are added. This makes it easy to link auditors to any online resources they may require. IAuditor WebApp: How to use hyperlinks In the template editor To add a hyperlink into your template/inspection you can simply type a...

Template Editor: How to create a scanner/barcode response

  • Templates

The option to “Scan” a barcode will show up automatically in number and text fields from the mobile application during an inspection. iAuditor WebApp: How to create a scanner/barcode response In the Template Editor Press “+” to add a new question then type or paste into this new field. Select the “Text answer” or “Number” response...

Template Editor: Create a text question

  • Templates

With two types of text fields; “Text: Short answer”  and “Text: Paragraph”, you can let auditors know exactly how much information is required of them when conducting an inspecting on-site. iAuditor WebApp: Create a text Question Create a new or select an existing Template: In the template editor Press “+” and type or paste in...

Template Editor: How to set a response color

  • Templates

Assign multiple-choice responses with a color so you can make options clearer and analyze responses quicker. Go to the response set, press any colored circle next to the response, and select from the colors available. iAuditor WebApp: How to set a Response Color From within the template editor: Go to “+Responses” and enter your desired...

Template Editor: How to add questions

  • Templates

iAuditor WebApp: How to add questions Either create new or select an existing template: From within the Template Editor Press “+” and type or paste in your question. Press the drop-down button next to your question in the “Type of Response” column. Select how you want the question to be answered. Click “Create new response”...

Upload a template using smart scan

  • Templates

The upload & convert a form option in our iAuditor Template Editor is a quick way for you to upload an existing checklist, and turn it into an interactive iAuditor form. Simply take a picture or scan the document and your iAuditor template will be ready in a snap. Web app: How to upload a...

What’s different in the New Template Editor?

  • Templates

The new template editor makes building inspections simpler and more intuitive, with new functionality and streamlined processes. This table is the full list of changes available in the new template editor, including brand new features, updated features you know, name changes, and features that are going away. It links to articles specific for each, plus...

Template Editor: Scoring and Weighting

  • Templates

Scoring is a powerful tool to give users insights into how their inspections are performing over time. There are a number of ways to customize scoring to suit the needs of your organization. Scoring is available on slider type of questions, but primarily used for multiple choice questions. The default response sets on multiple choice questions...

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.” Creating a form in the Template Editor Login to the iAuditor web application...

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.

Minor update: 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.

Copy, paste, and delete questions in bulk on your Android device

  • Templates

In the template editor, you can now select multiple line items to copy and paste, or delete, in bulk. When they’re copied, the questions are on your Android’s built in clipboard, so you can paste them into Notes or other document like they were any other piece of copied text. To copy, paste or delete...

Copy, paste, and delete questions in bulk on your iPhone

  • Templates

In the template editor, you can now select multiple line items to copy and paste, or delete, in bulk. When they’re copied, the questions are on your iPhone’s built in clipboard, so you can paste them into Notes or other document like they were any other piece of copied text. To copy, paste or delete...

Copy, paste, and delete questions in bulk on your iPad

  • Templates

In the template editor, you can now select multiple line items to copy and paste, or delete, in bulk. When they’re copied, the questions are on your iPad’s built in clipboard, so you can paste them into Notes, or an Excel, Word or other document like they were any other piece of copied text. To...

Copy, paste, and delete questions in bulk within a template

  • Templates

In the web application’s template editor, you can now select multiple line items to copy and paste, or delete, in bulk. When they’re copied, the questions are on your computer’s built in clipboard, so you can paste them into an Excel, Word or other document like they were any other piece of copied text. To...

Major update: 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.

Template Editor: How to copy & paste questions from an Excel, Word, or PDF document

  • Templates

You can now copy a list of questions from Excel, Word, or a PDF and paste them directly into your new or existing template. Each question will be recognized as unique and will automatically be separated into individual lines by the Template Editor. iAuditor WebApp: Copy & paste questions from an Excel, Word, or PDF...

Major update: New 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?...

Export inspections automatically with Zapier

  • Integrations

Connecting information between iAuditor and other business tools gives you complete visibility over your operations. Using integrations via the iAuditor API (available with a Premium subscription) you can build custom workflows to achieve a seamless inspection process. The instructions in this article will help you manage completed inspections by automatically pushing them to a cloud...

Bulk export inspections using the CSV exporter tool

  • Integrations
  • BI Tools

The export tool can automatically bulk-export iAuditor inspections directly to a CSV file on your computer. The tool runs in looping mode to automatically export newly completed inspections. There are other available methods to export inspections in CSV format via the iAuditor website, and iAuditor app. The SafetyCulture Exporter in CSV mode improves upon these options with:...

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...

Global Response Sets (GRS)

  • Templates

You can use iAuditor’s Global Response sets (GRS) feature to create lists of items (locations, assets, employees). These can be across all of your inspection templates. A construction company might have an extensive list of regions, projects, or job sites that need to be the same across all of the company’s inspection templates. Web app: Create/edit new responses...

Template Editor: Logic fields

  • Templates

Logic fields can streamline the inspection process by adding conditional, “if/then” statements into your form. For example, if a question requires a response for a particular answer (e.g. if yes, give detail), then add logic item.  This gives the ability to guide the user through an inspection by showing/skipping over fields that are not relevant....

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...

Template Editor: Mandatory Items

  • Templates

Mandatory items are useful when there are questions in a template that are so important that they must be answered. If an auditor attempts to mark an inspection as complete but mandatory items remain unanswered, an error message will appear signaling that mandatory questions need to be completed:     iAuditor WebApp: Configuring Mandatory Items In the Template Editor Click any...