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iAuditor Support

Team Administration

Browse support articles by category

  • Team Management
  • Templates
  • Auditing
  • Reports
  • Analytics
  • System/Technical Support
  • Integrations

Team Management

What is Organisation Data Ownership? Scheduling Quickstart Guide What is Document Ownership? Downgrade To a Free Account Send Email if Audit Score Below Threshold with Zapier Leaving an Organization in iAuditor What are SMS, Email and Push Notifications? Registering for iAuditor Create an Organization Changing a Username Groups in an Organization Adding and Removing Users from an Organization Organization User Permissions Extra Devices Billing and Subscriptions Export Profiles Downgrading Accounts and Cancelling Subscriptions

Templates

How To Set Up Scheduling How Do I Use the Temperature Field? What is Organisation Data Ownership? Can I Copy Questions and Paste Them Into iAuditor? How To Edit Audit Titles 10 tips for creating templates What is Document Ownership? Why Are My Export Profile Changes Not Being Reflected on My Audit? My Audits Are Untitled or Named the Same Creating a Template Importing Templates Sorting Templates Unsupported Fields What are Failed Responses? Audit Fields Sections Dynamic Fields Smart Fields Export a Template Scoring and Weighting Barcode Scanner Field Custom Response Sets Global Response Sets Template CSV Structure Outline Sharing Templates The Public Library Overview Uploading Templates to the Public Library Removing Templates from the Public Library Configuring Question Auto-Expansion Export, Duplicate and Archive Notifications Mandatory Items Document Numbering Header Fields

Auditing

How To Set Up Scheduling How Do I Use the Temperature Field? Can I Copy Questions and Paste Them Into iAuditor? Scheduling Quickstart Guide Why Are My Export Profile Changes Not Being Reflected on My Audit? Deeplinks Within iAuditor Notifications Conducting an Audit What are Failed Responses? Sharing Audit Results Audit Reports not Sending Marking an Audit as Complete Actions Export, Duplicate and Archive

Reports

How To Set Up Scheduling What is Organisation Data Ownership? Scheduling Quickstart Guide Email audit reports via Outlook with MS Flow Upload audit reports to SharePoint with MS Flow Automatically export audits with MS Flow What is Document Ownership? Why Are My Export Profile Changes Not Being Reflected on My Audit? Exporting Audits automatically with Zapier Exporting Audits Manually Web Reports Audit CSV Export Structure Export Profiles Items in the PDF Could Not Be Drawn Email Options Reduce the File Size of Reports

Analytics

How To Set Up Scheduling What is Document Ownership? Visualise SafetyCulture Audit Data with Microsoft Power BI Analytics – Overview Analytics In Depth What are Failed Responses? Setting Failed Responses Viewing Results for Failed Responses

System/Technical Support

Third-party service providers in iAuditor How To Set Up Scheduling ADFS setup for Single Sign On How Do I Use the Temperature Field? Installation Options for iAuditor Windows 10 Sync a Device Syncing Options Sync Conflicts Linking a Storage App Migrating Data Language Settings Whitelisting and Network Security Notifications Settings Mobile and Web Browser Support Sending Diagnostic Data – iAuditor Security Browser Requirements in SafetyCulture

Integrations

Export iAuditor Actions to Excel Automatically with Zapier Hosting region configuration via MDM How to Configure the Single Sign On Domain via MDM ADFS SAMLP Setup for Single Sign On ADFS WS-Federation Setup for Single Sign On iAuditor Single Sign-On Overview ADFS setup for Single Sign On How To Use Microsoft Flow Email audit reports via Outlook with MS Flow Upload audit reports to SharePoint with MS Flow Automatically export audits with MS Flow Getting Started with the iAuditor API Pull SafetyCulture Audit Data into Tableau Introduction to the SafetyCulture WDC Import Audit data into Microsoft Power BI Visualise SafetyCulture Audit Data with Microsoft Power BI Google Calendar Audit Scheduling Workflow with Zapier Automatic Exporting of Audit Data iAuditor Google Sheets Add-on Email Audit Report with Zapier if there are any Failed Responses How to Generate an API Token Exporting Audits automatically with Zapier SafetyCulture CSV Exporter Tool Exporting audit data to an online spreadsheet using Zapier Automatically Email Exported Spreadsheet Data using Zapier Export Completed Audits to Google Sheets using Zapier Send Email if Audit Score Below Threshold with Zapier Starting and sharing audits automatically Zapier Integration with iAuditor Integrating with Salesforce via Zapier Using Zapier to Send Web Reports and Audit Links Zapier Actions and Triggers for Failed Responses
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