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Setting inspection title format

  • Templates

As more and more inspections are conducted from different templates, you may want to customize the naming conventions and use the unique responses from your inspections as part of the title, so to help distinguish them apart. Here are the steps on how to set it up in the template editor via the WebApp: Inspection...

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 template, or simply file it away from your active templates? 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 fully...

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...

Template Editor: document numbers

  • Templates

Add a document number to quickly distinguish between completed inspections made from the same template. iAuditor Web App: 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...

Template Editor: Retired Features

  • Templates

Specific features have been 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...

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 to...

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...

Template Editor: Visually updating features

  • Templates

Name and describe your template, and give each page a name if required. iAuditor WebApp: Template name, template description and page name In the template editor iAuditor WebApp: 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...

Template Editor: How to create a temperature response

  • Templates

The “Temperature” response shows up as a format option in the number response type. iAuditor WebApp: How to create a temperature response In the template editor Press “+” and type or paste in your question. Select the “Number” response type. Press “Temperature” under “Format” Set the appropriate temperature range, so that a failed response (a...

Template Editor: How to use hyperlinks

  • Templates

Hyperlinks can be added into an instruction field which will work throughout the template/inspection automatically when they are added. This makes it easy to link auditors to any online resources they may require. IAuditor WebApp: How to use hyperlinks In the template editor To add a hyperlink into your template/inspection you can simply type a...

Template Editor: How to create a scanner/barcode response

  • Templates

The option to “Scan” a barcode will show up automatically in number and text fields from the mobile application during an inspection. iAuditor WebApp: How to create a scanner/barcode response In the Template Editor Press “+” to add a new question then type or paste into this new field. Select the “Text answer” or “Number” response...

Template Editor: Create a text question

  • Templates

With two types of text fields; “Text: Short answer”  and “Text: Paragraph”, you can let auditors know exactly how much information is required of them when conducting an inspecting on-site. iAuditor WebApp: Create a text Question Create a new or select an existing Template: In the template editor Press “+” and type or paste in...

Template Editor: How to set a response color

  • Templates

Assign multiple-choice responses with a color so you can make options clearer and analyze responses quicker. Go to the response set, press any colored circle next to the response, and select from the colors available. iAuditor WebApp: How to set a Response Color From within the template editor: Go to “+Responses” and enter your desired...

Template Editor: How to add questions

  • Templates

iAuditor WebApp: How to add questions Either create new or select an existing template: From within 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”...

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

  • Templates

You can now copy a list of questions from Excel, Word, or a PDF and paste them directly into your new or existing template. Each question will be recognized as unique and will automatically be separated into individual lines by the Template Editor. iAuditor WebApp: Copy & paste questions from an Excel, Word, or PDF...

Upload a template using smart scan

  • Templates

The upload & convert a form option in our iAuditor Template Editor is a quick way for you to upload an existing checklist, and turn it into an interactive iAuditor form. Simply take a picture or scan the document and your iAuditor template will be ready in a snap. Web app: How to upload a...

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 changes available in 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, plus...

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 available on slider type of questions, but primarily used for multiple choice questions. The default response sets on multiple choice questions...

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 upload an existing checklist using “smart scan.” Creating a form in the Template Editor Login to the iAuditor web application...

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...

Setting failed responses

  • 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. In the context of your business, failed items can be a...

Inspection Fields

  • Templates

We categorize 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 Logic Field Use conditional (if-then) logic to display or hide certain questions based on an earlier response. See “Logic Fields”. iAuditor, the web application, and...

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....

Adding logos

  • Templates

Sometimes it is important to have your logo or a client’s logo on the appropriate report, iAuditor allows you to customize this in the template editor to be either template specific or be based on different report preferences. These steps are the same across platforms: iOS, Android and the WebApp. Template Specific Logo Login to...

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...

Template Editor: Notifications

  • Templates

With notifications, iAuditor users have the ability to notify the appropriate users or groups within their organization 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.  Template Editor: Notifications iAuditor WebApp: Create and configure notifications Navigate to the template editor...

Template Editor: 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 inspection as complete but mandatory items remain unanswered, an error message will appear signaling that mandatory questions need to be completed:     iAuditor WebApp: Configuring Mandatory Items In the Template Editor Click any...