A new template by default includes common response sets, such as “Yes, No, N/A”. However, we understand that in most scenarios, you would want to capture information that is specific to your context as well. That’s why we made it possible for you to create custom response sets when building templates, be it a list of assets or employee names, which you can then add into your templates for your users to select from when conducting inspections.

This article outlines how you can create and manage custom response sets in the template editor. If you wish to create a list of sites for your team to select from at the start of inspections, consider using our Sites feature.

IMPORTANT NOTE

Custom response sets are template specific. If you would like to create response sets that can be selected in any template, you can create global response sets instead.

Create a custom response set

You must have “View and Edit” permission at least for the template you wish to create a custom response set for. Learn how you can share your templates with your team.

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 create the response set in.
  4. Click “Edit” on the right-hand side.
  5. Select the question you wish to create the custom response set for.
  6. Click the downward arrow under the “Type of response” column on the right-hand side.
  7. This shows the list of response sets and response types.
  8. Click “+ Responses” on the left-hand side of the list.
  9. This brings out a sidebar on the right-hand side.
  10. You have the option to toggle off “Scoring” on the upper-right corner if you don’t wish to capture scores for this response set.
  11. Type in your responses in the “Response” text fields. Click “+ Add Response” or type “enter/return” on your keyboard to add new response text fields. If you have a list of responses in an Excel, PDF, or Word document, you can copy and paste the list into a text field to bulk create the responses. Keep in mind that the number and size of responses also affect how the responses are visually presented in an inspection, see the Responses in inspections section in this article to learn more.
  12. For each response, you have the options to:
    Rearrange: Click and drag the 6 dots on the left of each response to rearrange the order of the responses.
    Color: Click the circle on the right-hand side of each response to select the response color from the list. If you wish to use a custom color, you can enter the color’s hex code in the color selection text field.
    Mark as failed: Check the box if you wish to mark a response as a failed response. Learn how this reflects in Analytics.
    Score: If scoring is enabled for the response set, you have the option to customize the score for each response. Learn more about scoring and weighting in the template editor.
    Delete: Click the trashcan icon if you wish to delete the response.
  13. Click “Save and apply” to complete creating the custom response set.
  14. You can now use this response set for other questions in the template.

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 create the response set in.
  5. Select “Edit template” from the pop-up options.
  6. Select the question you wish to create the custom response set for.
  7. Tap the downward arrow below the question.
  8. This shows the list of response sets and response types.
  9. Tap “+ Responses” on the upper-right of the list.
  10. You have the option to toggle off “Scoring” on the upper-right corner if you don’t wish to capture scores for this response set.
  11. Type in your responses in the “Response” text fields. Tap “+ Add Response” or type “enter/return” on your keyboard to add new response text fields. If you have a list of responses in a note, you can copy and paste the list into a text field to bulk create the responses. Keep in mind that the number and size of responses also affect how the responses are visually presented in an inspection, see the Responses in inspections section in this article to learn more.
  12. For each response, you have the options to:
    Rearrange: Tap and drag the 6 dots on the left of each response to rearrange the order of the responses.
    Color: Tap the circle on the right-hand side of each response to select the response color from the list. If you wish to use a custom color, you can enter the color’s hex code in the color selection text field.
    Mark as failed: Check the box if you wish to mark a response as a failed response. Learn how this reflects in Analytics.
    Score: If scoring is enabled for the response set, you have the option to customize the score for each response. Learn more about scoring and weighting in the template editor.
    Delete: Tap the trashcan icon if you wish to delete the response.
  13. Tap “Save and apply” to complete creating the custom response set.
  14. You can now use this response set for other questions in the template.

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 create the response set in.
  5. Select the question you wish to create the custom response set for.
  6. Tap the downward arrow under the “Type of response” column on the right-hand side.
  7. This shows the list of response sets and response types.
  8. Tap “+ Responses” on the left-hand side of the list.
  9. This brings out a sidebar on the right-hand side.
  10. You have the option to toggle off “Scoring” on the upper-right corner if you don’t wish to capture scores for this response set.
  11. Type in your responses in the “Response” text fields. Tap “+ Add Response” or type “enter/return” on your keyboard to add new response text fields. If you have a list of responses in a note, you can copy and paste the list into a text field to bulk create the responses. Keep in mind that the number and size of responses also affect how the responses are visually presented in an inspection, see the Responses in inspections section in this article to learn more.
  12. For each response, you have the options to:
    Rearrange: Tap and drag the 6 dots on the left of each response to rearrange the order of the responses.
    Color: Tap the circle on the right-hand side of each response to select the response color from the list. If you wish to use a custom color, you can enter the color’s hex code in the color selection text field.
    Mark as failed: Check the box if you wish to mark a response as a failed response. Learn how this reflects in Analytics.
    Score: If scoring is enabled for the response set, you have the option to customize the score for each response. Learn more about scoring and weighting in the template editor.
    Delete: Tap the trashcan icon if you wish to delete the response.
  13. Tap “Save and apply” to complete creating the custom response set.
  14. You can now use this response set for other questions in the template.

Manage a custom response set

You must have “View and Edit” permission at least for the template you wish to manage a custom response set for. Learn how you can share your templates with your team.

You can manage your custom response sets at any time, either to add or delete responses, or change the attributes of existing ones. Note that custom response sets cannot be deleted, consider replacing the responses to an existing response set if you wish to remove it.

IMPORTANT NOTE

Changes made to a response set applies to all questions that use the response set in the template.

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 manage a response set for.
  4. Click “Edit” on the right-hand side.
  5. Select any question in the template.
  6. Click the downward arrow under the “Type of response” column on the right-hand side.
  7. This shows the list of response sets and response types.
  8. Find and click the pen icon of the response set you wish to manage.
  9. This brings out a sidebar on the right-hand side.
  10. You have the option to toggle off “Scoring” on the upper-right corner if you don’t wish to capture scores for this response set.
  11. Click “+ Add Response” to add new responses to the response set. If you have a list of responses in an Excel, PDF, or Word document, you can copy and paste the list into a text field to bulk create the responses. Keep in mind that the number and size of responses also affect how the responses are visually presented in an inspection, see the Responses in inspections section in this article to learn more.
  12. For each response, you have the options to:
    Rearrange: Click and drag the 6 dots on the left of each response to rearrange the order of the responses.
    Color: Click the circle on the right-hand side of each response to select the response color from the list. If you wish to use a custom color, you can enter the color’s hex code in the color selection text field.
    Mark as failed: Check the box if you wish to mark a response as a failed response. Learn how this reflects in Analytics.
    Score: If scoring is enabled for the response set, you have the option to customize the score for each response. Learn more about scoring and weighting in the template editor.
    Delete: Click the trashcan icon if you wish to delete the response.
  13. Click “Save and apply” to save the changes you have made.

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 manage a response set for.
  5. Select “Edit template” from the pop-up options.
  6. Select any question.
  7. Tap the downward arrow below the selected question.
  8. This shows the list of response sets and response types.
  9. Find and tap the pen icon of the response set you wish to manage.
  10. You have the option to toggle off “Scoring” on the upper-right corner if you don’t wish to capture scores for this response set.
  11. Tap “+ Add Response” to add new responses to the response set. If you have a list of responses in a note, you can copy and paste the list into a text field to bulk create the responses. Keep in mind that the number and size of responses also affect how the responses are visually presented in an inspection, see the Responses in inspections section in this article to learn more.
  12. For each response, you have the options to:
    Rearrange: Tap and drag the 6 dots on the left of each response to rearrange the order of the responses.
    Color: Tap the circle on the right-hand side of each response to select the response color from the list. If you wish to use a custom color, you can enter the color’s hex code in the color selection text field.
    Mark as failed: Check the box if you wish to mark a response as a failed response. Learn how this reflects in Analytics.
    Score: If scoring is enabled for the response set, you have the option to customize the score for each response. Learn more about scoring and weighting in the template editor.
    Delete: Tap the trashcan icon if you wish to delete the response.
  13. Tap “Save and apply” to save the changes you have made.

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 manage a response set for.
  5. Select any question.
  6. Tap the downward arrow under the “Type of response” column on the right-hand side.
  7. This shows the list of response sets and response types.
  8. Find and tap the pen icon of the response set you wish to manage.
  9. This brings out a sidebar on the right-hand side.
  10. You have the option to toggle off “Scoring” on the upper-right corner if you don’t wish to capture scores for this response set.
  11. Tap “+ Add Response” to add new responses to the response set. If you have a list of responses in a note, you can copy and paste the list into a text field to bulk create the responses. Keep in mind that the number and size of responses also affect how the responses are visually presented in an inspection, see the Responses in inspections section in this article to learn more.
  12. For each response, you have the options to:
    Rearrange: Tap and drag the 6 dots on the left of each response to rearrange the order of the responses.
    Color: Tap the circle on the right-hand side of each response to select the response color from the list. If you wish to use a custom color, you can enter the color’s hex code in the color selection text field.
    Mark as failed: Check the box if you wish to mark a response as a failed response. Learn how this reflects in Analytics.
    Score: If scoring is enabled for the response set, you have the option to customize the score for each response. Learn more about scoring and weighting in the template editor.
    Delete: Tap the trashcan icon if you wish to delete the response.
  13. Tap “Save and apply” to save the changes you have made.

Responses in inspections

Responses in an inspection can be presented differently, depending on the number and size of a custom response set, as well as a question’s setting. By default, responses are presented as tiles/cards in an inspection. However, if the question or its custom response set has any of the following attributes, the responses would be converted into a dropdown menu selection:

  • The question has “Multiple selection” enabled.
  • The custom response set has more than 5 responses.
  • At least one of the responses in the custom response set has more than 30 characters.
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