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Results for Auditing

How To Set Up Scheduling

  • Analytics
  • Auditing
  • Reports
  • System/Technical Support
  • Templates

Scheduling lets managers have confidence that inspections are being completed on time, as required.  Schedules have a “start at” and “complete by” (due) time that define a time window in which a scheduled inspection may be completed before being considered missed.   Team members and groups can be assigned a recurring schedule of inspections to...

How Do I Use the Temperature Field?

  • Auditing
  • System/Technical Support
  • Templates

iAuditor allows you to collect data in a variety of ways, including temperature-specific data. This simple field is very useful for noting temperatures at given times and provides a specific place for this information.  Instead of relying on a text field, you can now designate the Temperature field to gather this data.   Connecting your...

Can I Copy Questions and Paste Them Into iAuditor?

  • Auditing
  • Templates

When creating a template, you may have a set of questions already prepared – but adding them to iAuditor manually may seem like a long process.  Fortunately iAuditor features the ability to add questions in bulk with a familiar copy/paste function, just like a word processing program.  Read below to learn how to use this...

Scheduling Quickstart Guide

  • Auditing
  • Reports
  • Team Management

iAuditor now allows you to schedule audits for your team members.  You can log in to the iAuditor web app to get started with our Quickstart Guide! Log into your account on the iAuditor web platform. Click the new Scheduling icon on the left to start! First you’ll see the scheduling menu, which will show you...

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

  • Auditing
  • Reports
  • Templates

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?...

Deeplinks Within iAuditor Notifications

  • Auditing

What are Deeplinks? A Deeplink is a link that you can receive within either an Email or an SMS notification on your mobile device.  Specifically, these links are setup to open the iAuditor app and take you to the relevant content prompted by the notification. Enabling Notification Deeplinks on iOS Devices Deeplinks on iOS devices are...

Conducting an Audit

  • Auditing

As one of the main functions of iAuditor, conducting an audit can be anything – from following a checklist before a fleet vehicle enters service, to ensuring your team is prepared with the latest updates on safety in your location.  Look below for more information on conducting an audit. iAuditor, the Web App Log in to...

What are Failed Responses?

  • Analytics
  • Auditing
  • Templates

Failed Responses provides you with visibility into areas of your organization that need improving or are not compliant. Working hand in hand with our Analytics tool, post-audit you will be able to identify failed items that did not meet standards so that you can drill down on exactly what went wrong, and fix it immediately....

Sharing Audit Results

  • Auditing

Audits can be automatically shared with other users to ensure that the right people have visibility or restricted visibility to audits. Depending on your organization, you may want all users to see each others audits or everyone to see only their own audits. You may even want a mixture, such as only management can see all the...

Inspection Reports not Sending

  • Auditing

Occasionally a user may have difficulty sending an inspection report – issues sending reports can be caused by a variety of factors, and the most common problems are listed below: Exceeding Attachment File Size Limits Misconfigured E-mail Settings Device Restrictions/Corporate Network Restrictions Tapping “Send” when exporting the inspection report passes control to the Mail application...

Marking an Audit as Complete

  • Auditing

In order to finish an audit and prepare it for exporting, it must be marked as Complete.  Doing so allows you to create audit reports of the data you’ve collected, as well as apply your information to Analytics. This article will help you mark an audit complete in the following apps: iAuditor for iOS for...

Actions

  • Auditing

Actions build a workflow into the iAuditor system by helping users take next steps when a non-compliance/hazard is spotted and a corrective action is needed. Now, while conducting an audit you will have the option to create an action immediately on the spot. This action can then be assigned to another user with a priority level...

Export, Duplicate and Archive

  • Auditing
  • Templates

This article will help you Export audits in PDF, Word, CSV or JSON format Bulk Export up to 1,000 audits into a single CSV document Archive templates/audits and prevent them from syncing Restore templates/audits from the archive Permanently delete templates/audits Duplicate templates iAuditor the web interface allows you to export, duplicate and archive both templates and...

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