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 type in a title for your template, questions, and add your response types.

Click on the “Untitled template” to type in your desired name.

Response Types

To make your template smart and capture the essential data you need, there are a number of response types to choose from: Text answer, Number, Date & Time, Photo, Signature, Section and Instruction.

Logic Fields

Your answers can trigger specific questions based on the answers provided.

Instruction

Think of this as reference information. If you need an inspector to know something, then add it as an instruction field. It can be either text or an image. To add an image to an instruction field, simply click “Upload Image”.

Failed Response

Set a response as failed to view frequently failed items in the analytics. This helps you keep track of all the errors or trends you need to fix. If a failed response is triggered during an inspection, it prompts the inspector to add notes and photos.

To mark a question response as failed, open the custom responses and click on the pencil icon.

Here you will be prompted to mark a response of your choice as failed.

Multi-Select Responses

Multiple Choice questions can also have more than one answer by checking the Multiple Selection box.

Mandatory items

Marking an item as mandatory means the item must be completed during an inspection. The inspection cannot be marked as complete without this item being completed.

Check the mandatory box to mark an item as mandatory.

Coloured Responses

Colours can be assigned to responses. To do this, click on the response you would like to change in the editor. On the left, you will be able to select the pencil next to the response set you would like to change.

From here, click on the colour next to the response to change it.

IMPORTANT NOTE

This will change the colour for all questions this response set is applied to.

Section

Consider this the heading of a page. It creates a section of information in your inspection. Use this to break up key areas like kitchen, front-of-house and dining area.

Repeat Sections are used to easily repeat a set of questions as many times as you like.

This template is for a Housekeeping Checklist designed for maintaining brand standards.

The questions we will need to repeat are the questions we need to ask about every single room we inspect.

In the preview section on the right, you’ll see your “Room” section and questions, along with a “plus” button that when pressed, will repeat the section allowing you to inspect another room using the same questions.

You can keep clicking the ‘add’ button to add as many of these Room Inspection questions as I need.

Add a new page

If you want the information broken up into separate pages, you’ll need to click “Add Page” at the bottom.

What other features exist in the Template Editor:

  • Smart Scan is a new function that enables you to upload an image, Word, PDF or Excel spreadsheet and instantly convert it. You see this option when you first click “New Template” > “Upload and convert my form”.
  • Ability to add photos to responses
  • A mobile preview screen

IMPORTANT NOTE

Smart Scan is an exciting new feature that uses machine learning to instantly convert your form. It takes the manual labour out of typing in each and every question.