Templates are the foundation of your iAuditor account. The Template Editor helps you translate your forms and processes directly into iAuditor. Create new forms (from scratch), download a template from the public library, or even upload an existing checklist using “smart scan.”
Creating a form in the Template Editor
- Login to the iAuditor web application
- Select the “templates menu”
- In the upper right corner, select the blue “new template” button.
- Identify the industry that best relates to you. This helps us give you recommendations around your checklist creation.
- Select to (a) Create a template from scratch, or (b) To upload an existing form using smart scan.
- If you “Create a new template” a screen will present with the template editor. This is where you can build a form or make changes to an existing.
- To name your form click on the “Untitled template” to type in your desired name.
- The title page is collapsed, but by default contains fields for “prepared by”, “conducted on”, and “location” which all pre-fill.
- From the “inspection” section, begin to build your form.
- You can add questions by simply typing directly into the Editor, or by copy/pasting content directly from a spreadsheet or document. IMPORTANT NOTE
You can bulk copy/paste information directly into the Template Editor, and it will automatically break up text into individual questions for you
- To make your template smart and capture the essential data you need, there are a number of response types to choose from. See more on the use cases for different responses below.
- When finished adding questions, select the “next” button in the upper right corner.
- A screen populates that displays a preview of yours. From here, you can set-up a default inspection title and your report preferences.
- Once complete, select “Next”, share to others, and “Save & exit”.
Review the different types of fields you can include in your form in alphabetical order and their primary use cases. More familiar with the terms in our classic editor? Have a look at this handy guide.
- Annotation: Use this field to give your inspectors the ability to draw or annotate on a previously uploaded image.
- Checkbox: A simple on/off tick box. IMPORTANT NOTE
To collect better analytics data and encourage your inspectors to take pictures, we encourage you to use multiple-choice fields instead of checkboxes whenever possible.
- Date & Time: Collects the date/time of a particular event. You can enable one or the other if you only need inspectors to capture one, not both.
- Instruction: Think of this as reference information. If you need an inspector to know something, then add it as an instruction field. It can be either text or an image. To add an image to an instruction field, simply click “Upload Image”.
- Location: If location services are on, this field will pre-populate with an address and GPS coordinates. In cases where there is no signal, or location services are turned off, this field acts as a free-text field for capturing address/location information.
- Logic Fields*: Your answers can trigger specific questions based on the answers provided. It essentially creates an “if/then” statement in your template so that only certain questions display dependent on an answer. Formerly known as “smart field” in the classic editor.
- Multiple Choice*: Includes all list items as well as the “basic” question field. You can also have more than one answer by checking the “Multiple Selection” box.
- Number: Only allows number inputs and supports barcode scanning. Best to use for number responses, product codes, etc.
- Photo: Encourage inspectors to add a photo of their surroundings via camera or upload from a photo library. Some fields, like multiple choice, have the photo option built into them already. For those that don’t have the option pre-built, adding in the photo field as its own response type is a great option.
- Sections: 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. If you want the information broken up into separate pages, you’ll need to click “Add Page” at the bottom.
- [Repeat] Sections: Used to easily repeat a set of questions (section) as many times as you like. For example, you’re a housekeeping manager and have a template for your team designed for maintaining room cleanliness. The questions we will need to repeat are the questions we need to ask about every single room we inspect. In the preview section on the right, you’ll see your “Room” section and questions, along with a “plus” button that when pressed, will repeat the section allowing you to inspect another room using the same questions. Formerly known as “dynamic field” in the classic editor.
- Slider: Allows you to collect ratings between a min/max value. For example, “On a scale from 1 – 10, how would you rate your experience with iAuditor?”
- Signature: Collect an electronic signature in-app; This is great for collecting inspector signatures, or client/customer sign-offs.
- Text: Free text field that allows the inspector to type in a response or summary.
* Recommended by the team for capturing amazing analytics data.
- Set a response 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.
- Marking an item as mandatory means the item must be completed during an inspection.
- The inspection cannot be marked as complete without this item being completed.
- Check the mandatory box to mark an item as mandatory.
Changing Response Colors
- Colors 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 color next to the response to change it. This will change the color for all questions this response set is applied to.
Learn via video
Instructions are shown on an iPad, however, each of these steps can be performed from the web in the exact same way.