[Desktop/PC] iAuditor, the web based platform

The template editor for the iAuditor website works in a similar fashion to the iAuditor app. To move items or add new ones, simply click and drag the item. To create a new template, log into iAuditor and hover over the collapsed left-hand menu bar. With the menu bar expanded select the “Templates” option

Once the Templates screen opens, you will see a list of your Templates displayed on the screen.

In the upper right-hand corner select the “new templates” button.

Note: You can confirm you are on the templates menu by noting the blue templates icon is highlighted in the collapsed menu bar.

 

Once you have created a new template, you can give it a name by clicking in the top field on the left-hand side of the screen. You can also write a brief description.

The “View more options +” button allows you to change the Document Numbering.

Note: To allow yourself more room to view the template field options available in the menu consider collapsing the upper menu

The Title Page in the template editor contains default Header Fields. Header fields set the Audit Title, Document Number and other details that are visible on your list of audits. They can also be used to generate the file name of exported audits.  If a header field has been removed from your Title Page, it can only be replaced with the same header field.

Nesting Explained

Nesting (aka ‘indenting’) is the process of organizing items to be in line with each other.

You can see below that each of the Question items are aligned and sitting neatly under the category.

A blue outline can be seen when creating a new item or moving an existing one. This outline indicates where the item will snap to when your mouse button releases. The outline also allows you to see indentation while adding/moving an item.

Nesting is also what makes both Smart Fields and Dynamic Fields work. Without proper layout and correct indentation, they will do nothing. It should be as follows:

Editing/Deleting Individual Fields

To edit an item, click once on it to see it expand. Depending on the item type, you will then be able to change its text and other options.

To delete an item from the template, click on the red ‘x’ on the right-hand side of the item. A confirmation box will pop-up on the screen, and you can remove the item.

Keep in mind that when deleting a parent item, all items nested underneath will be deleted along with their parent item. If you prefer for the “children” items not to be deleted with the parent simply drag and drop “children” items above their corresponding parent to remove the nesting.

Bulk Copy/Paste Questions

Input large sets of questions and it will automatically populate your template for you. Not only will this save you loads of time, you are able to set Failed Responses in bulk. Read more about why Failed Responses are so important.

Preview Your Template

To preview how your template will look during an audit, click the ‘Preview’ button in the Template Editor.

Watch the video below to see the Preview function in action:

Moving Existing Items

Moving items is almost the same as adding in new ones. Click and drag any item in your template and you will be able to move it to a new position.

Moving a “parent item” will also move all it’s children as well. For example, take a Category item with three Question items indented underneath. Moving that Category item, would also move the three questions with it.

Duplicate Items

The Duplicate button must first be toggled on (it will turn blue). Once activated, move any item into a new position as you normally would. A copy of the item (or items), will be left at the new spot.

Don’t forget to click Duplicate again when you’re done to deactivate it. See all of this in action just below:

The SafetyCulture Template Editor allows you to duplicate (copy) entire sections and create an additional, new section within your template. To duplicate expand the “sections” menu in the upper right hand corner of the template editor.

Select the “edit” button next to the Template Sections header to turn on editing mode.

Once editing mode is toggled on, icons will appear to copy/delete existing sections.

Choose the copy icon to duplicate an existing section. The system will create a new section with “-duplicate” tag added  to the end of the section name to identify it as a copy.

Deselect the “edit” button to turn off editing mode and begin to navigate again between sections and/or continue to edit your template section as before.

Note: While in edit mode sections can also be rearranged (using toggle arrows) or renamed by clicking the section and entering a new name into the popup naming screen.

[Apple device] iOS

Launch iAuditor, and tap on the “Templates” view. The first time you use the app you should see the following:

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Tap on the “+” button at the bottom. Three options will be available. Select “Create Template”.

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The Template Editor will open to the “Fields” section. There are three options across the top menu bar: Fields, Cover and Details.

The “Fields” section is where you begin to create your template and add in the various field types (questions, multiple choice, etc.) to create your checklist.

The “Details” section allows you to give your template a name and description. You can also add an image to your template through the Template thumbnail. This can be the same image as your Profile logo, or it can be any other image in your device’s camera roll/image library.

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The “Cover” option contains the title page and the default Header Fields.

Warning: Title page items serve a specific purpose in collecting targeted analytics data, establishing naming conventions and including unique identifiers in each audit. Carefully consider your need to change any of these items when creating your template.

Adding New Items

In the “Fields” section of the template editor,  press the (+) icon in the middle of the menu to pull up the fields options. Tap and select the field type you want to add to your template. Field type will automatically add to the bottom of the audit. Tap the field added to expand and add information related to your selected field. Common modifications to fields include: response values, weighting.

   

Note: Setting failed items is only available on question field types.

Duplicating Items

To begin duplicating, tap on the “Duplicate” button next to “+” and tap and hold an item to duplicate it.

Duplicating is now activated, and any items that you tap, drag and drop will leave a copy in the new position. Be sure to tap on the “Finish” button to deactivate when you finish.

[Android device] Android

From the home screen in your templates menu press the (+) icon in the lower right-hand corner to create a new template.

The template editor will launch into the fields section. The “Fields” section is where you begin to create your template and add in the various field types (questions, multiple choice, etc.) to create your checklist.

 

The “Cover” option contains the title page and the default Header Fields.  The “Details” section allows you to give your template a name and description. You can also add an image to your template through the Template thumbnail. This can be the same image as your Profile logo, or it can be any other image in your device’s camera roll/image library.

Warning: Title page items serve a specific purpose in collecting targeted analytics data, establishing naming conventions and including unique identifiers in each audit. Carefully consider your need to change any of these items when creating your template.

Adding New Items

In the “Fields” section of the template editor,  press the (+) icon in the bottom right hand corner to pull up the fields options. Tap and select the field type you want to add to your template. Field type will automatically add to the bottom of the audit. Tap the field added to expand and add information related to your selected field. Common modifications to fields include: response values, weighting.

   

Note: Setting failed items is only available on question field types.

Duplicating Items

To begin duplicating, tap the 3 dots in the top right hand corner and select “Duplicate” from the dropdown menu.

 

Duplicating is now activated, and any items that you tap, drag and drop will leave a copy in the new position. tap on “Finish Duplicating” in the dropdown menu to deactivate the duplicating function.

 

Note: Duplicating items that have other items nested/indented under it will also duplicate these items. You can also move and duplicate items between Sections. For more information, please see the article on Sections.