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Results for Templates

Build Templates Fast With Bulk Add and Copy & Paste

  • Templates

Build multiple templates at twice the speed with our new copy and paste tool and bulk add. We know that building a template can be a time-consuming task. Which is why we’ve released some features that make it easier for you. Copy & Paste Tool Copy & Paste allows you to copy entire category sets...

How To Set Up Scheduling

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

How to Set Up Scheduling 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...

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. On a Premium...

What is Organisation Data Ownership?

  • Account Management
  • Reports
  • Team Management
  • Templates

What is Organisation Data Ownership? Organisations of all sizes accumulate a lot of data and useful templates from a variety of sources.  However, issues can arise when there is no clear definition of documents that belong to your organisation Fortunately, iAuditor allows an organisation to exert ownership over the documents its users create, ensuring that...

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...

How To Edit Audit Titles

  • Templates

A title page is the front page of your report that gets generated in iAuditor. Creating consistent audit titles will help you distinguish between audits in your list. And make analysing performance of audits easier in analytics. How to edit the Audit Title Audits can be titled using the Audit Title field. To edit your...

10 tips for creating templates

  • Templates

10 Tips for Creating Templates 1. Bulk add questions Save time with the new copy and paste feature. Simply click the ‘Copy and paste questions’ button, paste in your list of questions, each on a different line, and watch the magic happen. You can also add categories, set the default response and default failed response...

What is Document Ownership?

  • Account Management
  • Analytics
  • Reports
  • Team Management
  • Templates
  • Uncategorized

Your Team and Document Ownership It is important for most teams and companies to have an owner of the documents they use – usually someone that will update, maintain, and correct templates as they are used in your day to day operations.  This makes the documents secure and provides a degree of quality control for...

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?...

My Audits Are Untitled or Named the Same

  • Templates

Your team will be completing and sharing many audits as they work, providing valuable data – but if your audits are all untitled, or all have the same title, then it may be a confusing headache to sort through heaps of similar files when you need specific data! iAuditor allows audits to be named in...

Creating a Template

  • Templates

New: Build multiple templates fast with the bulk add and new copy and paste tool. Read more. [desktop] iAuditor, the web based platform The template editor for the iAuditor website works in a similar fashion to the iAuditor app. To move items or add new ones, simply click and drag the item. To create a new template,...

Importing Templates

  • Templates

Importing a CSV Template – iOS Tap and hold the CSV file attachment in your mail application. Select ‘copy to iAuditor’ from the pop-up menu. 2. iAuditor will launch and the template will be imported into your iAuditor Template Library. Tap on ‘Save.’ Importing an iAuditor Template File – iOS Tap and hold the iAuditor Template file...

Sorting Templates

  • Templates

Sorting your templates by specific criteria can help to organize your files and make your work flow smoother.  iAuditor has the ability to sort templates by a predetermined set of criteria. Templates can be sorted by: All Industries Title (A – Z) & (Z – A) Highest Rating Lowest Rating Date Added (Newest) Date Added (Oldest)...

Unsupported Fields

  • Templates

What are Unsupported Fields An unsupported field in the iAuditor Template Editor is a field that has not yet been implemented in iAuditor. These fields will be eventually supported, as iAuditor is constantly updated, and new field types will continue to be added across all platforms. Modifying Unsupported Fields You are able to modify Unsupported...

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.

Audit Fields

  • Templates

We categorise all the different types of fields in iAuditor into two different Groups: Basic Fields and Advanced Fields. Allowing you to customize templates that meet your specific needs. Basic Fields Advanced Fields Dynamic Field Allows you to ask the same set of questions multiple times. See Dynamic Fields. Smart Field Use conditional (if-then) logic to display or...

Sections

  • Templates

Sections organise items within templates/audits and separate different parts of templates/audits. Sections appear in templates/audits as separate pages. iAuditor, the web app Add a New Section Click on the “Sections” button at the top of the template editor screen to expand the dropdown menu. Click “+ Add New Section.” In the pop-up box, enter the name...

Dynamic Fields

  • Templates

Dynamic Fields allow you to ask the same questions as many time as required.  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 Dynamic Fields...

Smart Fields

  • Templates

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 a logic-based activation of a new field. For example, if a question requires a response for a particular answer, then indent a Smart Field...

Export a Template

  • Templates

Template Formats Template CSV – For sending templates only to other devices. Users can also modify the template by editing the CSV file before importing the template. iAuditor Template (.iat) – Will export the template, as well as any media and export profiles that are part of the template. Useful for templates that contain media items in Information fields,...

Scoring and Weighting

  • Templates

Scoring and weighting are powerful tools to give users insights into how their audits are performing over time. The final score for an item or question is always going to be Score x Weight = Final Score. Scoring Scoring gives responses provided to a question a numeric value that you can compare against other responses for the same question....

Barcode Scanner Field

  • Templates

The barcode scanner feature will allow you to scan a barcode using your mobile device’s camera. The code will be translated and populate the field with text.  The barcode scanner field is available in the Template Editor of iAuditor. Supported barcode formats EAN-13/UPC-A UPC-E EAN-8 Code 128 Code 39 Interleaved 2 of 5 QR Code [Apple device] iOS...

Custom Response Sets

  • Templates

Custom response sets allow your answers to be meaningful and crafted to fit your work. Sometimes ‘Yes,’ ‘No,’ and ‘N/A’ isn’t enough to describe what is going on; in some cases, specific answers may be needed depending on the job.  Fortunately, the Custom Response Sets can be set up to aid your team. iAuditor, the...

Global Response Sets

  • Templates

You can use iAuditor’s Global Response sets for managing equipment, locations and employees. A construction company might have an extensive list of regions, projects, or job sites that need to be standardized across the company.  Equipment, fleet information, and employees can all be listed within the Global Response Sets for easy use in your templates.  Creating...

Template CSV Structure Outline

  • Templates

Due to the number of options available in the app, the ability to import CSV files is 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 the item for this...

Sharing Templates

  • Templates

Sharing a template is fast and easy with iAuditor. 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 iAuditor user, as well as with users that do not have a iAuditor account. When you share...

The Public Library Overview

  • Templates

The Public Library is a collaborative space for all iAuditor users. It is a large library of tens of thousands of templates that any user can download, and then edit for their own tasks, if required. The idea behind the Public Library is that a workshop inspection used by one workplace is likely to be...

Uploading Templates to the Public Library

  • Templates

The Public Library is a resource for all iAuditor users to submit and download templates created by the community.  Users can download and modify templates to suit their specific needs from a growing selection of templates – tens of thousands are already available to use. If you’d like to upload your own template to the...

Removing Templates from the Public Library

  • Templates

Publishing a file on the Public Library can provide your template to a large base of users at no charge.  However, if you no longer wish to display your template, or need to edit or update it, you would first need to remove the file that is currently on the Public Library. iOS 1. Tap...

Configuring Question Auto-Expansion

  • Templates

In templates, the default setting for the appearance of the additional notes field is when a negative score is recorded against a question field. This can be configured to display when a positive score, 0 score, or Not Applicable score are selected. iOS Open the Settings app on your device. 2. Tap on iAuditor, and ‘Question Options.’ 3. By...

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...

Notifications

  • Templates

With Notifications, iAuditor users have the ability to notify the appropriate users or groups in real-time whenever a particular response is selected during an audit. Notifications can be sent via email, push notification or SMS, enabling faster communication between teams.   Create and configure notifications – Desktop Navigate to Template Editor and add a standard question field type Click...

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 audit as complete but mandatory items remain unanswered, an error message will appear signalling that mandatory questions need to be completed: iAuditor, the Web App Click any item when editing a Template to make...

Document Numbering

  • Templates

Document numbering assigns an individual number to an audit, and will automatically increase with each audit. You can change document numbering to suit your needs or disable it entirely. Advanced Numbering You can enter any piece of text or numbering into the Document Numbering field. For example, if you wanted to have a document number of...

Header Fields

  • Templates

Your reports are already full of useful data, but the Header section contains important fields that are useful in organising your files according to a number of different criteria.  Knowing the title of your audits and their document numbers can be extremely helpful when filing and recalling your reports – this is where your Header Fields...

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