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.”

Web app: Create an inspection in the Template Editor

  1. Login to the iAuditor web application
  2. Select the “Templates” menu from the main navigation on the left
  3. In the upper right corner, select the blue “new template” button.
  4. Select to create a new template from
    (a) + Blank template
    (b) uploading an existing form using smart scan
    (c) Find & customize a template from the public library
  5. If you create a new template from “+ Blank template, a screen presents with the template editor. This is where you can build a form or make changes to an existing.
  6. To name your form click on the “Untitled template” and type in your desired name.
  7. The Title Page is collapsed, but by default contains fields:
    “Prepared by”: Automatically enters the name of the user conducting the inspection.
    “Conducted on”:Automatically enters the date the inspections was started. “Location”: Will allow you to set your physical location that the inspection is taking place at. 
  8. From the “Inspection” page, begin to build your form.
  9. You can add questions by simply typing directly into the Template 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

  10. 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.
  11. Once complete, select the “Next” button in the upper right corner.
  12. A screen populates that displays a preview of your report. From here, you can set-up a naming convention for your inspection title and your report preferences.
  13. Continue by selecting “Next” to start sharing your template 
  14. Finish by clicking “Save & exit”

Response types

Learn via video

Part 1: multiple choice

Part 2: type of response

Failed Responses

  1. 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.
  2. If a failed response triggers during an inspection, it prompts the inspector to add notes and photos.
  3. To mark a question response as “failed,” open the custom responses and click on the pencil icon.
  4. Here you will be prompted to mark a response of your choice as failed.

Mandatory items

  1. Marking an item as mandatory means the item must be completed during an inspection.
  2. The inspection cannot be marked as complete without the completion of this item .
  3. Check the mandatory box below the Question field to mark an item as mandatory.

Changing Response Colors

  1. Colors can be assigned to responses.
  2. To do this, click on the response you would like to change in the editor.
  3. On the left, you will be able to select the pencil next to the response set you would like to change.
  4. 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: mobile

IMPORTANT NOTE

Instructions are shown on an iPad, however, each of these steps can be performed from the web in the exact same way.

Part 1: getting started

Part 2: adding questions

Part 3: using logic field

Part 4: setting failed responses

 

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