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Sharing Audit Results

  • Auditing

Audits can be automatically shared with other users to ensure that the right people have visibility or restricted visibility to audits. Depending on your organization, you may want all users to see each others audits or everyone to see only their own audits. You may even want a mixture, such as only management can see all the...

Viewing Results for Failed Responses

  • Analytics

To view your Failed responses, first you will need to have set up failed responses in your audit templates. From there you can check analytics where you will see a breakdown and trend. You can access Analytics from the left side menu bar of your dashboard. Once in the Analytics section, under the Overview section, you will see the...

NEW: See failed responses and actions in your web reports

Lately, we’ve been working on improving the web report experience. Upon receiving feedback from you, our customers, we endeavoured to match the features you know and love on the PDF exports.

Store Actions in Excel via MS Flow

  • Integrations
  • Workflows

This guide will take you through the process of using the iAuditor connector available in Microsoft Flow to automatically create Excel 365 rows for each Action created in iAuditor. It assumes you have a working knowledge of Excel and an existing Sheet structure you wish to populate. Begin by adding the Schedule – Recurrence trigger in a...

How to find an Item ID from your Audit/Templates

  • Integrations
  • Workflows

An Item ID is the unique identifier for any field within your Audit/Template such as a Question, a Multiple Choice field or a media (image) field. This method can also be used to get a response ID (for example, Yes or Not Applicable) This guide will walk you through the steps to identify the specific...

MS Flow – Export your Item & Response Data to an Excel 365 Table

  • Cloud Storage
  • Integrations
  • Workflows

This guide will show you how to export inspection data from iAuditor so that you can automatically send it to any Spreadsheet (columns/rows), SQL database or CRM system supported by the Microsoft Flow ecosystem. In this example we’ll be looking to add rows to a Spreadsheet based on a particular question and it’s response. Please...

Store Actions in SQL Server via MS Flow

  • BI Tools
  • Integrations
  • Workflows

This guide will take you through the process of using the iAuditor connector available in Microsoft Flow to automatically create SQL Server rows for each Action created in iAuditor. It assumes you have a working knowledge of SQL Server and an existing table structure you wish to populate. The article shows how to export data...

Populate SQL Server with Audit Data via MS Flow

  • BI Tools
  • Integrations
  • Workflows

This guide will take you through the process of using the iAuditor connector available in Microsoft Flow to automatically transfer key pieces of audit data into SQL Server tables. It assumes you have a working knowledge of SQL Server and an existing table structure you wish to populate. Begin by adding the Schedule – Recurrence trigger in...

7 Improvements To iAuditor In 2018

It’s a quarter of the way through 2018 and the team at SafetyCulture have been hard at work! Over the last three months, we’ve released a range of features and improvements that make managing an inspection program much easier for your business.

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...

Upload audit reports to SharePoint with MS Flow

  • Cloud Storage
  • Integrations
  • Reports
  • Workflows

(Update: A ready-made template exists for this as of July 2018 that can be used as a complete solution or starting point) Picking up where the Automatically export audits with MS Flow guide left off, we will extend the flow to automatically upload audit reports to SharePoint. Add an action within the Apply to each loop and...

Templates

Overview Templates are the term we use for our digital forms. They are your company checklists, possibly previously in paper format, or excel that you’ve created in our system. By doing so you can send it to teammates or use it yourself to conduct inspections. When a teammate clicks ‘Start Audit’ on iAuditor the inspection...

Setting up your team

Overview SafetyCulture is designed and built to empower teams. Companies use SafetyCulture for 3 main reasons: They want visibility into their organization They want to know what’s working and what’s not, and They want to receive reports faster and save time spent inspecting By working in a team with SafetyCulture, you can collect uniform data,...

Reporting

Completed Audits and Reports Overview Reports are generated when an inspection has been conducted. Export a report Once an inspection is completed by using iAuditor, a shareable report can be exported in various formats. Read more about export formats here. You can view your inspection results in 3 ways: Export a report from the iAuditor...

Introduction to iAuditor

Overview SafetyCulture is a software platform that is used by the world’s leading businesses to manage their inspection process to improve safety and quality. iAuditor is the mobile companion app to the web platform. If you’re new to SafetyCulture and iAuditor, this training guide will help you get started or simply refresh your memory. For...

Automatically Email Exported Spreadsheet Data using Zapier

  • BI Tools
  • Integrations

A Zap can be configured to automatically email a spreadsheet to any number of recipients. This document picks up where Exporting audit data to an online spreadsheet using Zapier left off, with a SafetyCulture → Google Sheets, Zap configured. Zap Structure   End Result After testing and saving this Zap, a similar email should be received, depending...

Zapier Actions and Triggers for Failed Responses

  • Integrations
  • Workflows

iAuditor users often want to perform an action for each failed response in an audit. For example, you may want an email to be sent for each failed response, which results in a new order being created in a work order management system. To execute one task per response in an audit (assuming the response meets a...

Integrating with Salesforce via Zapier

  • Cloud Storage
  • Integrations
  • Workflows

It is possible to set up a workflow that captures information via iAuditor and populates it within Salesforce. In this article we are going to show you how to use our cloud connector on the Zapier platform to send iAuditor inspection data to Salesforce. Inspection data sent to Salesforce results in creating new instances of a pre-defined...

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.

Setting Failed Responses

  • Analytics

A failed response is an extra setting you can apply to Yes/No fields and Multiple choice fields in your templates. By setting Failed Responses on key questions, once an inspection is complete you will be able to see the number of times this question has failed and drill down into what went wrong. Failed Responses...

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...

Mobile and Web Browser Support

  • System/Technical Support

Supported Mobile Devices and OS versions Google Android Minimum: Android 4.4 Recommended: Android 8.0 and up Recommended Phones: Samsung Galaxy S9, Pixel 2 Recommended Tablet: Samsung Galaxy Tab S3 Apple iOS Minimum: iOS 9.0 Recommended: iOS 11.0 and up Recommended Phones: iPhone 7, iPhone 8, and above. Recommended Tablets: iPad Air 2, iPad Mini 4...

Email Audit Report with Zapier if there are any Failed Responses

  • Cloud Storage
  • Integrations
  • Workflows

iAuditor users often want to receive an email if an audit contains one or more responses designated by the template author to be a “failed response.”  This page will show you how to set up this workflow using Zapier. We’ll assume we want to send a PDF report for any audit with a failed response that is...

Exporting Audits automatically with Zapier

  • Cloud Storage
  • Integrations
  • Reports
  • Workflows

This article shows you how to export audit reports automatically with Zapier, a 3rd party service. You can also use Microsoft Flow to export to Outlook, SharePoint and many other applications. See here for more on that. Connecting information between SafetyCulture and other business tools gives you complete visibility over your operations.  With the SafetyCulture API...

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