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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

Copy a list of questions from Excel, Word, or PDF and paste them directly into the new template editor. They will be recognized as unique questions and automatically separated by the Template Editor. Template Editor: Copy and paste questions Login to the iAuditor web app. Navigate to the “Templates” menu on the left-side. Launch a...

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 Templates

  • 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...

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...

Importing Templates

  • Templates

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

Failed Responses

  • Analytics
  • Inspections
  • Templates

Failed Responses from an iAuditor template allow you to track areas of interest (risks, standards, etc.) to your business. They are great for reviewing leading indicators or areas of focus regularly and can provide you with visibility into areas of your organization that need improvement. When you use failed response settings in your templates, you...

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...

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....

Global Response Sets (GRS)

  • Templates

You can use iAuditor’s Global Response sets (GRS) feature to create lists of items (locations, assets, employees). These can be across all of your inspection templates. A construction company might have an extensive list of regions, projects, or job sites that need to be the same across all of the company’s inspection templates. Web app: Create/edit new responses...

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...

Public Library: Add and remove templates

  • Templates

The Public Library is a resource for all iAuditor users to submit and download templates created by the community. Teams can download and modify templates to suit their specific needs – tens of thousands of industry-tested are already available to use. Mobile: Upload a template to the Public Library Tap on the “Inspections” button in...

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...