Your reports are already full of useful data, but the Header section contains important fields that are useful in organising your files according to a number of different criteria. Knowing the title of your audits and their document numbers can be extremely helpful when filing and recalling your reports – this is where your Header Fields come in.
What is a Header Field?
Header fields are unique item types located in the Information Section (or Title Page) of the template editor. Header fields do a number of useful functions, including setting the Audit Title, Document Number and other details that are visible in your list of audits.
Types of Header Fields
The header fields that are currently available within iAuditor are:
|Document No.||This is the Document Number field. It will display either an automatically generated Document Number, or a manually typed Document Number. You can find more information on Document Numbering here.|
|Audit Title||The Audit Title field will give your audit a title. This is the name your file will have after it is Completed, so a descriptive title (e.g., a job address or room number) may be helpful in organising your audits later.|
|Client / Site||This field works like a Single-Line Text Field, and you can enter the client's name, or the job site name for record-keeping. This line appears by default on the Audit Report, but can be turned on and off by editing the Export Profiles.|
|Conducted On||This is a date/time field that allows you to date- and time-stamp your audit. This line appears by default on the Audit Report, but can be turned on and off by editing the Export Profiles.|
|Prepared by||This is also similar to a Single-Line Text field, and this field is where you can enter in your own details as the person conducting the audit. This line appears by default on the Audit Report, but can be turned on and off by editing the Export Profiles.|
|Location||This is an Address field that allows you to either manually input the inspection location, or use the "locate me" button to find your location.|
|Personnel||This field is also a Text field, and allows you to enter in the details of colleagues that are assisting you with the audit.|
If the Audit Title field is renamed, it will still set the title of the audit file on iAuditor mobile and the web app. Renaming “Audit Title” to “Site Name,” for example, will prompt anyone conducting an audit to enter the Site Name – and this will then be seen as the file’s title in the list of Audits. The same applies to the other header fields – you can rename any of them and they will behave no differently. For more on the Audit Title field, please see How to Edit Audit Titles.