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Results for Templates

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...

How to bookmark templates

  • Templates

We understand that at times, it can be time-consuming to find the correct template when you need to conduct new inspections, especially when you have many templates available. That’s why we made it possible to bookmark templates so that your frequently used templates can be kept at the top of your templates list for easy...

How to duplicate or copy templates

  • Templates

It can be time-consuming to build a perfect template, that’s why we made it possible to copy an existing template if you have one you’d like to use as the foundation for new templates. This article shows how you can duplicate or copy a template on the web app and the mobile app. You can...

Template response types

  • Templates

As you translate your forms and processes into iAuditor as templates, you will not only need to ask the right questions but also use the most appropriate types of responses to make sure the data you capture is meaningful and easily translates into analytics. This article lists the different response types available to you when...

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...

How to customize inspection title formats

  • Templates

Over time as you and your team conduct more and more inspections, it can become difficult to differentiate between them when they've been conducted from the same template. That’s why with iAuditor, you can create naming conventions for your inspections so that the title of an inspection populates automatically with responses from the Title Page....

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 archive and delete templates

  • Templates

Looking to delete old templates or simply file some away from your active templates list? If you have templates that you no longer need to use, you can either archive them so they are removed from your team’s templates list, or delete them completely. This article shows you how to archive templates, restore archived templates,...

How to add and format inspection document numbers

  • Templates

Document numbering can be a great way to help distinguish documents created using similar structures. With iAuditor, you can add and customize document numbers to your templates so that each inspection conducted from a template can be uniquely identified. This article outlines how you can add document numbers to templates and customize their formats on...

How to create temperature response questions

  • Templates

For some industries, measuring the temperature of assets is a critical part of daily processes. To address this use case, we created a response type that allows you to capture numerical values in the format of temperatures. This not only allows you to format questions to expect temperature responses and mark responses that are outside...

How to add barcode scanner questions

  • Templates

We understand that barcodes are widely used in some industries. Not only because they can help to minimize human error when capturing information, but also for the simple fact that scanning barcodes can save people a tremendous amount of time, from having to input often complex data manually. With iAuditor, you can add questions to...

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 set multiple-choice response colors

  • Templates

Color-coding responses can improve the overall visual experience for inspectors. With iAuditor, you can customize the color of your multiple-choice responses to present options more clearly for users during inspections, as well as make reports and response breakdowns look more visually distinct. This article outlines how you can set multiple-choice response colors in your templates'...

How to add questions

  • 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. As you translate your existing forms and processes into iAuditor, it’s vital to ask the right questions for your frontline teams to capture the information...

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...

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 manage inspection template scoring

  • 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 the scoring of your inspection templates to suit the needs of your organization. You can either change the score value of individual responses or adjust the weight of individual questions, and...

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 export and import iAuditor templates

  • Templates

From time to time, you might need to share your templates with team members that are using iAuditor, but in another iAuditor organization. One way you can share your templates in this scenario is to upload your template to the Public Library for your team members to download. However, if you don’t want users outside...

How to set multiple-choice failed responses

  • Templates

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 and compiled to be viewed in...

How to add and remove Logic fields

  • Templates

In some scenarios, the templates you build may cover different topics that require different questions to be asked. Rather than listing all the questions on a page and leaving most unanswered for not being relevant, you can add Logic fields to your templates so that certain questions are asked only if the condition of an...

How to create and manage Global Response Sets

  • Templates

In some scenarios, you may have a list of assets, projects, or locations that you want to reuse across multiple templates. Whilst you can create custom response sets with the same responses across templates, it can become difficult to manage when changes have to be made in the future. Instead, you can create and use...

How to upload and remove 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. To empower other customers on finding inspiration for their templates and raising their games, we encourage you to share the templates you’ve created with the iAuditor community by uploading them to the Public Library!...

How to set question responses to notify users

  • Templates

In some scenarios, it can be important to let someone know about the answers provided to certain questions in inspections, especially if the answers affect the business or are critical for certain stakeholders. With iAuditor, you can set multiple-choice questions' responses to notify users or groups of users in your organization automatically when selected during an...

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...