Audits

What does Migrating Data mean?

Migrating data will enable the syncing of templates and audits from your device to your SafetyCulture account. The first time you log in to a SafetyCulture account in iAuditor, you will be prompted to choose either “Sync All” or “I’ll Decide”. If you choose “Sync All”, this will migrate all your device data to your...

Missing Audits/Templates After Logging In?

When you log out of a SafetyCulture account on iAuditor, you may notice that your templates and audits disappear from view. Data being hidden from view is intentional. When you are signed in to a SafetyCulture account, you will only see the audits and templates that belong to it. Data that has not been migrated...

iAuditor Introduction

iAuditor can be used for inspections, checklists, and audits. Or, it can be used as a form builder to create endless possibilities, your imagination is your limit. This introduction will take you through the mobile application to see what’s possible with iAuditor. Buckle up. Opening screen The first thing you will notice is the options along...

Conduct an Audit

iOS video Android video Start an Audit Go to your “Templates” view in the main menu of iAuditor. Choose which template you wish to use and tap on “New Audit”. You will then be taken to an Information page where you can enter your details, and the site details. This is a default page on...

Marking an Audit as Complete

This article will help you mark an audit complete in the following apps: iAuditor for iOS for iPhone and iPad iAuditor for Android iAuditor for Windows How to Complete an Audit Tap “Templates” in the main menu. Tap “Start Audit” on the desired template. Answer the items required in auditing mode.  Some items may be mandatory....

Question and Multiple Choice Custom Response Sets

 THIS ARTICLE WILL HELP YOU Create a custom response set on a question. Create a custom response set While editing a template, tap on a Question that you would like to set your own answers for. The Question will expand. You will see three response options down the bottom of the question. Tap on “Custom”....

Dynamic Fields

Dynamic Fields work to include an unlimited set of items in an audit. For example, an inspection with many pieces of equipment may need certain information recorded for each one: serial number, model number, time since last inspection, etc. Dynamic Fields makes this process easy. It is not always possible to know the quantity of particular...

Plain Text Summary

The plain text summary is useful for when you need to extract key pieces of information. Unlike email options which can only use header fields, the plain text summary can display information from any field of an audit. As the name suggests, the information saves to a plain text file and this is the only format available...

Template Specific Export Profiles

After creating an Export Profile, it can be set as a default for a template. When a template that has an Export Profile applied is used, the conducted audits will be able to use it’s exporting settings. This is useful for reducing the amount of steps needed to conduct and export an audit. How to...

Mandatory Items

THIS ARTICLE WILL HELP YOU UNDERSTAND What a Mandatory Item is How to implement a Mandatory Item in a template using SafetyCulture iAuditor on Android, iOS, and the Website Sometimes, a question can be deemed so important that it must be answered and cannot be skipped. This is where Mandatory Items are useful. Making an item Mandatory means the item...

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