We understand that in some instances you may have questions that must be answered before an inspection can be marked as complete. To make sure your users answer these questions consistently, we have made it possible to make questions mandatory in your templates. This means that when an inspector tries to complete an inspection, without having answered all mandatory questions, they will be prompted to address the outstanding questions before they are able to mark the inspection as complete.

This article outlines how you can mark and un-mark questions as mandatory in your templates on the web app and mobile app. All types of responses can be marked as mandatory except for the “Instruction” response type.

IMPORTANT NOTE

It’s currently not possible to mark questions as mandatory in bulk in the template editor. But you can contact our customer support team to make the changes for you, by requesting either marking or un-marking all questions in a template as mandatory.

Mark a question as mandatory

You must have “View and Edit” permission at least for the template you wish to mark a question as mandatory. 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 mark a question as mandatory in.
  4. Click “Edit” on the right-hand side.
  5. Select the question you wish to mark as mandatory.
  6. Click the “Mandatory” checkbox below the question to mark the question as mandatory.
  7. Repeat this for any other questions you wish to mark as mandatory.

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 mark a question as mandatory in.
  5. Select “Edit template” from the pop-up options.
  6. Select the question you wish to mark the question as mandatory.
  7. Tap the 3 dots below the question.
  8. Tap the “Mandatory” checkbox below the question to mark the question as mandatory.
  9. Repeat this for any other questions you wish to mark as mandatory.

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 mark a question as mandatory in.
  5. Select the question you wish to mark the question as mandatory.
  6. Tap the “Mandatory” checkbox to mark the question as mandatory.
  7. Repeat this for any other questions you wish to mark as mandatory.

Un-mark a question as mandatory

You must have “View and Edit” permission at least for the template you wish to un-mark a question as mandatory. 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 un-mark a question as mandatory in.
  4. Click “Edit” on the right-hand side.
  5. Select the question you wish to un-mark as mandatory. You can identify mandatory questions easily by the asterisks (*) next to their question labels.
  6. Click the “Mandatory” checkbox below the question to un-mark the question as mandatory.
  7. Repeat this for any other questions you wish to un-mark as mandatory.

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 un-mark a question as mandatory in.
  5. Select “Edit template” from the pop-up options.
  6. Select the question you wish to un-mark as mandatory. You can identify mandatory questions easily by the asterisks (*) next to their question labels.
  7. Tap the 3 dots below the question.
  8. Tap the “Mandatory” checkbox to un-mark the question as mandatory.
  9. Repeat this for any other questions you wish to un-mark as mandatory.

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 un-mark a question as mandatory in.
  5. Select the question you wish to un-mark as mandatory. You can identify mandatory questions easily by the asterisks (*) next to their question labels.
  6. Tap the “Mandatory” checkbox below the question to un-mark the question as mandatory.
  7. Repeat this for any other questions you wish to un-mark as mandatory.
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