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Results for Templates

Copy, paste, and delete questions in bulk on your Android device

  • Templates

In the template editor, you can now select multiple line items to copy and paste, or delete, in bulk. When they’re copied, the questions are on your Android’s built in clipboard, so you can paste them into Notes or other document like they were any other piece of copied text. To copy, paste or delete...

Copy, paste, and delete questions in bulk on your iPhone

  • Templates

In the template editor, you can now select multiple line items to copy and paste, or delete, in bulk. When they’re copied, the questions are on your iPhone’s built in clipboard, so you can paste them into Notes or other document like they were any other piece of copied text. To copy, paste or delete...

Copy, paste, and delete questions in bulk on your iPad

  • Templates

In the template editor, you can now select multiple line items to copy and paste, or delete, in bulk. When they’re copied, the questions are on your iPad’s built in clipboard, so you can paste them into Notes, or an Excel, Word or other document like they were any other piece of copied text. To...

Copy, paste, and delete questions in bulk within a template

  • Templates

In the web application’s template editor, you can now select multiple line items to copy and paste, or delete, in bulk. When they’re copied, the questions are on your computer’s built in clipboard, so you can paste them into an Excel, Word or other document like they were any other piece of copied text. To...

Archive and delete templates

  • Templates

Looking to delete an old inspection template, or simply file it away from your active checklists? Try archive and delete. Archived templates do not sync and are not accessible from iAuditor. If templates are archived they are not fully deleted from your account, rather they are sorted into an archive folder where they can be...

Duplicate or Copy Templates and Inspections

  • Inspections
  • Templates

If you’re looking to use a similar format for the next inspection you build, or simply looking to copy the results on an inspection use iAuditor’s duplicate function. Duplicating Templates To duplicate a template, first navigate to the “Templates” menu. Select the Templates you wish to duplicate by clicking the checkbox next to each one...

New Template Editor: document numbers

  • Templates

Add a document number to quickly distinguish between completed inspections made from the same template. Adding document numbers In the template editor, go to the “Title Page” drop down, and add a new question field. Set the response type to “Document number” Press the “Format” link below the field to modify from the default Customise...

New Template Editor: Retired Features

  • Templates

Specific features are being replaced or retired. These features caused unnecessary complexity and confusion, detracting more than they added from the template creation experience. Hide individual instructions You can choose to hide all, or show all, instructions with report preferences (pictured below), rather than showing or hiding them at an individual level. All instructions will be...

New Template Editor: Global Response Sets

  • Templates

Global Response Sets let you create and save a list of multiple choice responses, so you can use them as often as you want, and across inspections, without having to write them out each time. For example, you might want to set up a list of regions, projects, job sites or equipment that you’ll need...

New Template Editor: Renamed Features

  • Templates

These fields have been given new names that better describe what they do. Audit title > Inspection title Inspection title replaces Audit title, and shows information that will display in the title of completed inspections. You can change the inspection title, once you have finished building the inspection, in the “Report” tab at the top...

New Template Editor: Visually Updated Features

  • Templates

Template name, template description and page name Name and describe your template, and give each page a name if required, with the new, more intuitive temperate editor: Title Page Title page fields are collapsible at the top of the page, so they don’t get in the way of the body of the inspection. As before,...

New Template Editor: How to create a temperature response

  • Templates

“Temperature”, the field connected to BlueTooth thermometer integrations is no longer its own type of response, but rather shows up as a format option in the number response type. Adding temperature fields In the template editor, Press “+” and type or paste in your question. Select the “Number” response type. Press “Temperature” under “Format” Set the...

New Template Editor: How to use hyperlinks

  • Templates

Hyperlinks will now work throughout the template/inspection automatically when they are added, rather than having to select “web link” as a field.   For example, you could simply type a web address into a question, label it as “instruction” and it will show in your inspection as a live link in an instruction field.  

New Template Editor: How to create a scanner/barcode response

  • Templates

“Scanner” is no longer its own type or response, but rather shows up as an option automatically in number and text fields in the app when an inspection is completed. Adding the scanner option In the template editor, Press “+” and type or paste in your question. Select the “Text answer” or “Number” response type....

New Template Editor: Create a text question

  • Templates

All “text answer” response types can be multiline, meaning that “text” and “ text single line” in the old template editor have merged into one response type. This means you don’t have to figure out in advance how much space will be required to respond. Adding a text field In the template editor, Press “+”...

New Template Editor: How to set a response color

  • Templates

Assign multiple choices a color so you can make options clearer, and you can analyse responses quickly. Go to the response set, press any colored circle next to the response, and select from the colors available. Setting Response Color Go to “+Responses” and enter your desired list of multiple choice responses Press the colored circle...

New Template Editor: How to add questions

  • Templates

Adding a question In the template editor, Press “+” and type or paste in your question. Press the drop down button next to your question in the “Type of Response” column. Select how you want the question to be answered. Click “Create new response” to write your own list of multiple choice options. Choose whether...

New Template Editor: How to score questions

  • Templates

You can set a “Max score” for a question, rather than assigning it a weighting. The weighting for each response is worked out based on the max score, and doesn’t require manual entry. Setting a Max Score Press the “+” button on the right and side of the top banner, and tick “Score” A new...

How to copy & paste questions from an Excel, Word, or PDF document

  • Templates

New Template Editor: Copy & Paste in questions   Copy a list of questions from Excel, Word or PDF and paste them directly into the new template editor. They will be recognised as unique questions. The response types will default to the first question. Manually change to the correct response type for each question.  

Template Editor: How to Smart Scan

  • Templates

Smart scan is a quick way for you to upload an existing checklist, and convert it into an interactive iAuditor form. Simply take a picture or scan the document and your iAuditor template will be ready in a snap. From the “Templates” menu in the iAuditor web app select the blue “New template” button in...

What’s different in the new Template Editor?

  • Templates

The new template editor makes building inspections simpler and more intuitive, with new functionality and streamlined processes. This table is the full list of the changes coming to the new template editor, including brand new features, updated features you know, name changes, and features that are going away. It links to articles specific for each,...

New Template Editor: Scoring and Weighting

  • 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 scoring to suit the needs of your organization. Scoring is only available on multiple choice questions. The default response sets on multiple choice questions are: Yes, No, N/A Good, Fair, Poor,...

Template Editor: Create Inspection Forms

  • Templates

Templates are the foundation of your iAuditor account. The Template Editor helps you translate your forms and processes directly into iAuditor. Create new forms (from scratch), download a template from the public library, or even automatically convert your existing checklist using smart scan.  Learn via video Creating a form in the Template Editor Login to...

Classic Template Editor – 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...

Capture Temperatures with BlueTooth Thermometer

  • Inspections
  • 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. Adding a temperature...

Classic Template Editor – Can I Copy Questions and Paste Them Into iAuditor?

  • Inspections
  • 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...

Classic Template Editor – How To Edit Inspection Titles

  • Templates

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

10 tips for creating templates on the Classic Template Editor

  • Templates

10 Tips for Creating Templates Templates are the foundation of your iAuditor account. The Template Editor helps you translate your forms and processes directly into iAuditor. To create new forms from scratch, we have gathered 10 tips that will assist you to do this in a timely manner. 1. Bulk add questions Save time with...

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

  • Inspections
  • 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?...

Creating a Template on the Classic Template Editor

  • Templates

[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, log into iAuditor and hover over the collapsed left-hand menu bar. With the menu bar expanded select...

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...

Failed Responses

  • Analytics
  • Inspections
  • 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-inspection 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. A failed...

Inspection 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/inspections and separate different parts of templates/inspections. Sections appear in templates/inspections 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. Dynamic Fields makes this process easy. It is not...

Logic Fields

  • Templates

Logic fields can streamline the inspection process by adding conditional, “if/then” statements into your form. For example, if a question requires a response for a particular answer (e.g. if yes, give detail), then add logic item.  This gives the ability to guide the user through an inspection by showing/skipping over fields that are not relevant....

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,...

Classic Template Editor – Scoring and Weighting

  • Templates

Scoring and weighting are powerful tools to give users insights into how their inspections 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....

Classic Template Editor – 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...

Sharing: Give your team access to inspections and results

  • Templates

Sharing is the way  you give your teammates access to inspections and their results in iAuditor. It is a powerful tool that controls which inspections you see on your account, and allows you to control the review of: The Template to conduct inspections The inspection results for review Both one and two There are essentially...

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. Tap on iAuditor in the list of apps, then...

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 inspection. Notifications can be sent via push notification, email, or SMS, enabling faster communication between teams.   Create and configure notifications – iAuditor Website Navigate to the template editor and add a basic question field...

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:     Web App, iOS and Android Classic Template Editor Click any item...

Classic Template Editor: Document Numbering

  • Templates

Document numbering assigns an individual number to an inspection, 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...

Classic Template Editor – 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 inspections and their document numbers can be extremely helpful when filing and recalling your reports – this is where your Header Fields...