Templates

Global Response Sets

Streamline Your Template Editing With Global Response Sets Global Response Sets (GRS) offer a faster, more streamlined way of updating the responses in your templates.  With GRS you can now manage a central list of responses and only make the change once. The GRS feature allows a large amount of responses across a number of templates to be...

Importing Templates

Importing a CSV Template To import a CSV template, you must open it as an attachment via email, or from DropBox, Google Drive, or any other online storage. Tap and hold your finger on the CSV file attachment in your default Mail application. A pop-up box will open. Select iAuditor from the options. Your template will...

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...

What are Failed Responses?

Failed Responses gives you the insight into the results of audits being conducted that require attention when a particular field has failed. Working hand in hand with our Analytics tool you will see and easily drill down on results needing attention, graphing the progress and filtering to review performance. Please see View Results for Failed Responses...

Question and Multiple Choice Custom Response Sets

Create a Custom Response Set iOS devices: 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”. To create a new response set, tap on “+”. You can...

Smart Fields

This Article Will Help You Understand Smart Fields Defined How Smart Fields work How to use Smart Fields in your template Smart Fields Defined Smart Fields can streamline the audit process by adding conditional branches into the template which guides the user through an audit by skipping over fields that are not relevant. Smart Fields allow...

Sharing Templates

Sharing a template is fast and easy with SafetyCulture. It eliminates the need for email and allows images to be sent without having to zip any media files. You can share a template or an audit with any other SafetyCulture user, as well as with users that do not have a SafetyCulture account. When you share...

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...

Basic Template Creation

Templates in iAuditor can be edited and created from the Templates view. Templates are the blank forms that are used to conduct an unlimited number of audits. iOS video Android video Create a Template Launch iAuditor, and tap on the “Templates” view. Tap on the “New” button in the top, left-hand corner of the screen. The Template Editor...

Template CSV Structure Outline

Importing CSV Files Due to the number of options available in the app, the ability to import CSV files is necessarily complex. Whenever working with CSV files to create your templates, we recommend creating a template in iAuditor and exporting it as a CSV file to continue on with. Headers: Header Description Type Type of...

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