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Results for Templates

New Template Editor: How to use document numbers

  • Templates

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

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, rather than showing or hiding them at an individual level. All instructions will be visible...

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. Inspection title replaces Audit 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” is no longer its own type of response, but rather shows up as a format option in the number response type.   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...

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.   In the template editor, Press “+” and type or paste in your question.   Select the “Text answer” or “Number” response type. That’s it!...

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.   In the template editor, Press “+” and type or...

New Template Editor: How to set a response colour

  • Templates

Assign multiple choices a colour so you can make options clearer, and you can analyse responses quickly. Go to the response set, press any coloured circle next to the response, and select from the colours available.   Go to “Create new response” and enter your desired list of multiple choice responses Press the coloured circle...

New Template Editor: How to add questions

  • Templates

  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.   Press the “X” button on the right and side of the top banner, and tick “Score” A new Max Score field...

New Template Editor: Copy & Paste in questions

  • 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.  

New Template Editor: How to Smart Scan

  • Templates

New Template Editor: How to Smart Scan   Press “Create a new template” Press “Upload and convert form”, and select a Word, Excel or PDF file from your document library. The form will automatically be uploaded once you open a file. Questions from the form will automatically appear in the template editor. Change the response...

New Template Editor – Scoring and Weighting

  • Templates

Scoring is a powerful tool to give users insights into how their inspections are performing over time. Scoring is only available on multiple choice questions. The default response sets on multiple choice questions are: Yes, No, N/A Good, Fair, Poor, N/A Safe, At Risk, N/A Pass, Fail, N/A Compliant, Non-compliant, N/A Each of these response...

Creating a Template on the New Template Editor

  • Templates

The Template Editor makes it faster to create and convert your existing forms. Mobile devices: Web: Let’s take a look at the Template Editor: Firstly, you can create a template from scratch, or upload an existing form to be converted. Next, you’ll see the screen where you build a template. In this view, you can...

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...

How To Set Up Scheduling

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

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 schedule of inspections to...

How Do I Use the Temperature Field?

  • 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. Connecting your Bluetooth...

What is Organisation Data Ownership?

  • Account Management
  • Inspections
  • 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...

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 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...

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...

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,...

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....

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...

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

Export, Duplicate and Archive

  • Inspections
  • 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 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...

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...

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