Document numbering assigns an individual number to an audit, and will automatically increase with each audit. You can change document numbering to suit your needs or disable it entirely.

Note: Document numbers are unique to only the device that an audit is conducted from.

Note: Document numbering options are only available through iAuditor.

Advanced Numbering

You can enter any piece of text or numbering into the Document Numbering field. For example, if you wanted to have a document number of “Example 1, Example 2, Example 3…” etc., then the Document Numbering field should read as follows: “Example [number]” (without the inverted commas).

By entering the numbering string like the above, your documents will automatically generate with the Document Number “Example 1, Example 2, Example 3…” and so on.

You can also automatically generate other tags for logged in iAuditor users, such as the First and Last name of the iAuditor user that is currently logged in.

Document Number Tags

There are a number of tags that will automatically generate data in the Document Number field.

Note: Please be aware that only the “[number]” string will work unless you are signed in to a iAuditor account.

 

Format Description Example
[number] The document number. Set by the device. 000001
[first] First name of the currently logged-in user. John
[last] Last name of the currently logged-in user Doe
[id] Short ID of the currently logged-in user 12345

Examples:

Format Example
ABC_[number]_123 ABC_000001_123
[first] [last] [number] John Doe 54321 000001
XYZ_[id]_[number] XYZ_12345_000001
[number]//[id]/[first]/[last] 000001/54321/12345/John/Doe

These are all examples of how you can use the Document Number tags to generate different document numbers automatically.

These tags are particularly useful if you are sharing a template among Company users, then sharing the audits back to the Company, or to relevant people in that Company.

The tags will generate a unique document number for each person conducting an audit, depending on the tag used. This will also work for Automatic Audit Sharing.

SafetyCulture, the Web App

Basic Numbering

  1. Expand the chevron on the “Template Information” box on the top left of the template editor
  2. Click on the “Options” dropdown and select “Document Numbering”
  3. From there type your preferred document numbering string (Document Numbering). If you would like to keep ordered numbering, make sure that the following sequence is included: [number]. Alternatively you can set the starting number (Reset Numbering).

iOS

Basic Numbering

  1. In the top right-hand corner of the Template Editor view of a template, tap on “Details,” and then the cog in the top left hand corner.
  2. In the “Options” menu, tap on “Document Numbering” and type your preferred document numbering string (Document Numbering). If you would like to keep ordered numbering, make sure that the following sequence is included: [number]. Alternatively you can set the starting number (Reset Numbering).

Android

Basic Numbering

  1. In the top right-hand corner of the Template Editor view, tap on the 3 dots in the top right hand corner.

2. In the dropdown menu, tap on “Options.”

3. In the “Options” menu, tap on “Document Numbering” and type your preferred document numbering string (Document Numbering). If you would like to keep ordered numbering, make sure that the following sequence is included: [number]. Alternatively you can set the starting number (Reset Numbering).

Warning: The square brackets must contain “number” written exactly, otherwise your Document Number will not be in increments.