We’ve been working hard to build a new Template Editor that makes it faster to create and convert your existing forms. The new Template Editor is slowly being released to all customers.
Let’s take a look at the new Template Editor:
Firstly, you can create a template from scratch, OR upload an existing form to be converted.
Building Your Template
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.
Edit Template Name
Click on the “Untitled template” to type in your desired name.
To make your template smart and capture the essential data you need, there are a number of response types to choose from.
Your answers can trigger specific questions based on the answers provided.
You can also select what answer will trigger this Smart logic field:
Think of this as reference information. If you need an inspector to know something, then add in an instruction. You can also add photos for more visual instructions.
Set any question 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.
Multiple Choice questions can also have more than one answer with the Multiple Selection box checked.
Marking an item as mandatory means the item must be completed during an inspection. The inspection can not be marked as complete without this item being completed.
Check the mandatory box to mark an item as mandatory.
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.
Note: this will change the colour for all questions this response set is applied to
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.
Add a new page
If you want the information broken up into separate pages, you’ll need to click “Add Page” under the white area.
Upload Images in Instruction fields
Instructions can be both text and images. To add an image to an instruction field, simply click “Upload Image”.
What other fields exist in the new Template Editor:
- Smart Scan is a new function that enables you to upload an image, PDF or excel spreadsheet and instantly convert it. You see this option when you first click “New Template”
- Ability to add photos to responses
- Digital signatures
- Number field
- Custom responses
- A mobile preview screen
- Text answer
[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.]
What fields are coming soon:
- Dynamic fields
- Logic fields on other response types
- Custom scoring
- Template description