The new template editor makes building inspections simpler and more intuitive, with new functionality and streamlined processes. This table is the full list of changes available in the new template editor, including brand new features, updated features you know, name changes, and features that are going away. It links to articles specific for each, plus gives a brief outline of what’s new or different.

 

CategoryFeature & Link to detailsWhat has changed
Brand newReport PreferencesAllows you to customise how the final reports made from your templates will look (replacing Export Profiles)
Brand newSmart ScanUses machine learning to instantly convert your Word, Excel or PDF form into a set of questions in the template editor, or upload a photo or scan of an existing document.
UpdatedCopy & Paste QuestionsCan copy multiple questions from a document or Excel and paste directly into the new template editor. It will recognise them as unique questions.
UpdatedScoringYou no longer need to set the "weighting" separately. You can set the "max score" for a question and we'll work out the weighting for you.
UpdatedQuestionAll questions in the new template editor start as multiple choice questions, and can change response type from the drop down.
UpdatedResponse ColourCan set response colour from a predetermined selection of colours
UpdatedTextText & Text Single Line have been merged into 1 field in the new template editor. All text items will be multiple line inputs. Number is now its own response type.
UpdatedScannerHas been added as a way to record the barcode in the number & text fields (but is not its own item anymore).
UpdatedWeb links in Information fieldSupport hyperlinks throughout the template/inspection rather than having to select "web link" as a field.
UpdatedTemperatureAdded as an option in numbers field, can set as C/F
UpdatedDocument numberingAutomatically generate a document number in your customised format
Same functionalityTemplate name & descriptionManaging response sets will be done inside the editor.
Same functionalityTitle Page New look with streamlined header items - see header items in “Replaced / Retired” below
Same functionalityMedia in instruction fieldNew look!
Same functionalityDate/TimeNew look!
Same functionalityCheckboxNew look!
Same functionalitySliderNew look!
Same functionalitySignatureNew look!
Same FunctionalityNotificationsNew look!
Same functionalityGlobal Response SetsManaging response sets will be done inside the editor.
RenamedInspection TitleUsed to be “audit title”
RenamedLogicUsed to be "smart fields"
RenamedRepeat this sectionUsed to be "dynamic fields"
RenamedAnnotationUsed to be "drawing"
RenamedPageUsed to be "section"
RenamedSectionUsed to be "category"
RenamedPhotoUsed to be "media"
RenamedInstructionUsed to be "information"
RenamedLocationUsed to be "address"
Replaced / retiredManage export profile settings on iOS and Android Replaced by Report Preferences in the new template editor. Go here to learn how to set them up.
Replaced / retiredPassword ProtectionThis was created years ago before you were able to share templates. Now that we have sharing there is no need for this feature! All passwords will be removed when we migrate reports from old to new.
Replaced / retiredShow/hide specific instructions in reports This was only available on mobile. Migrated reports will include instructions in the report and audit by default. Instructions can be removed in the report through report preferences.
Replaced / retiredFormatting Text fields - email, phone, personMigrated reports will replace these fields with free text fields. When you’re setting up a new template, you can use free text instead of specialised fields.
Replaced / retiredSwitchMigrated reports will swap switches to on/off, and you can use a question instead of a switch in the future. This response type causes a lot of false positives/false negatives.
Replaced / retiredWeatherThis was only available on Android, and was very limited in use, so we’re retiring it.
Replaced / retiredHeader itemsPersonnel & Client/Site will be migrated to text items on existing templates, and can be set up as text items moving forward.
Replaced / retiredShorthand in responsesFull response sets can be used in its place, which better suits modern mobile devices.
Replaced / retiredOption to mandatory mark as complete on iOS and AndroidThis was only available on mobile. Default mark as complete when an inspection is finished, rather than giving the option to not mark as complete. Still allows to mark as in progress before it’s complete.
Replaced / retiredSelect industry on the template in iOS and AndroidThis was only available on mobile. Not widely used, and has not proved valuable to customers, so we’re removing it for now.
Replaced / retiredManage template media on iOS and AndroidThis was only available on mobile. Not widely used, and has not proved valuable to customers, so we’re removing it for now.
Replaced / retiredPaste from clipboardWe’ve re-engineered the copy and paste functionality to make it easier to use, allowing you to copy multiple items in the template and paste anywhere else.
Replaced / retiredCopy categoryWe’ve re-engineered the copy and paste functionality to make it easier to use, allowing you to copy multiple items in the template and paste anywhere else.
Replaced / retiredDuplicate questionsWe’ve re-engineered the copy and paste functionality to make it easier to use, allowing you to copy multiple items in the template and paste anywhere else.
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