Templates are the foundation of your iAuditor experience - they define your team’s daily workflow, structure how your reports look, and shape how the data your team captures is presented. As you translate your existing forms and processes into iAuditor, it’s vital to ask the right questions for your frontline teams to capture the information you need.

This article shows you how to add questions to your templates on the web app and the mobile app. Remember that you can also copy and add questions into a template from external documents or from other templates.

Before you begin

You must have “View and Edit” permission at least for the template you wish to add questions in. Learn how you can share your templates with your team.

We recommend learning all the template response types available to you so that you can select the most appropriate ones for the questions you add.

Add a question

Web app

  1. Log in to the iAuditor web app.
  2. Select “Templates” from the left-hand side menu.
  3. Hover your cursor over the template you wish to add a question in.
  4. Click “Edit” on the right-hand side.
  5. Select the existing question where you wish to insert the new one.
  6. Click “Question” on the left-hand side.
  7. Start typing to label the question.
  8. If you wish to change the question’s response type, click the downward arrow under the “Type of response” column on the right-hand side and select the new response type from the list.
  9. Repeat from step 5 to add more questions.

Mobile app: Mobile phones

  1. Log in to iAuditor on your mobile phone.
  2. Tap on “Inspections” at the bottom of your screen.
  3. Select the “Templates” tab at the top of your screen.
  4. Search and select the template you wish to add a question in.
  5. Select “Edit template” from the pop-up options.
  6. Select the existing question where you wish to insert the new one.
  7. Tap “+ Question” at the bottom of your screen.
  8. Start typing to label the question.
  9. If you wish to change the question’s response type, tap the downward arrow below the question and select the new response type from the list.
  10. Repeat from step 6 to add more questions.

Mobile app: Tablets

  1. Log in to iAuditor on your mobile tablet.
  2. Tap on “Inspections” at the bottom of your screen.
  3. Select the “Templates” tab at the top of your screen.
  4. Search and tap the pen icon of the template you wish to add a question in.
  5. Select the existing question where you wish to insert the new one.
  6. Tap “+ Question” on the left-hand side.
  7. Start typing to label the question.
  8. If you wish to change the question’s response type, tap the downward arrow under the “Type of response” column on the right-hand side and select the new response type from the list.
  9. Repeat from step 5 to add more questions.
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