The Public Library is a place where iAuditor users from different industries can share the templates they’ve created with each other. To empower other customers on finding inspiration for their templates and raising their games, we encourage you to share the templates you’ve created with the iAuditor community by uploading them to the Public Library! Equally, you can download templates from the Public Library to get started easily on customizing your team’s inspection workflow.

This article shows you how to upload and remove templates from the Public Library on the mobile app. Keep in mind that if you’ve made an update to a template that you’ve uploaded before, you would need to remove the template from the Public Library and upload the template again for the update to be reflected on the Public Library as well.

IMPORTANT NOTE

At this stage, you can only upload and remove templates from the Public Library from the mobile app.

Upload a template to the Public Library

You must have the “Upload to the Public Library” permission assigned to upload templates to the Public Library, and “View, Edit and Delete” access to templates you wish to upload. Learn more about permissions and how you can assign them as an administrator, as well as how you can share your templates with your team.

Mobile app: Android

  1. Log in to iAuditor on your mobile device.
  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 upload.
  5. Select “Details” from the pop-up options.
  6. Tap the 3 dots at the upper-right corner of your screen.
  7. Select “Upload to Public Library”.
  8. Tap the rightward arrow under “Step 1: Select Industry” to select the industry and sub-industry your template falls under. This determines how your template can be found on the Public Library by other iAuditor users.
  9. Tap “Done” at the upper-right corner of your screen once you’ve selected the industry and sub-industry.
  10. If you wish to upload the template anonymously, toggle on the switch under “Step 2: Select Author”. Otherwise, skip to the next step to upload by your username.
  11. Tap “Upload to Public Library” at the bottom of your screen. By uploading your template to the Public Library, you agree other iAuditor users will be able to download and use the template.
    IMPORTANT NOTE

    If you are using a company-managed device, you may encounter an error when uploading a template to the Public Library. This usually means the connection to upload templates is blocked by your company firewall. In this scenario, please contact your IT team for them to whitelist the connection by referring to our Application URL Whitelists documentation.

  12. Select “Share your template” to share a link to the template you’ve uploaded, or tap “NOT NOW” to complete the upload.

Mobile app: iOS

  1. Log in to iAuditor on your mobile device.
  2. Tap “More” at the bottom of your screen.
  3. Select “Public Template Library” from the list.
  4. Tap the upload/upward arrow icon at the upper-left corner of your screen.
  5. Search and select the template you wish to upload.
  6. Tap the rightward arrow under “Step 1: Select Industry” to select the industry and sub-industry your template falls under. This determines how your template can be found on the Public Library by other iAuditor users.
  7. Tap “Done” at the upper-right corner of your screen once you’ve selected the industry and sub-industry.
  8. If you wish to upload the template anonymously, toggle on the switch under “Step 2: Select Author”. Otherwise, skip to the next step to upload by your username.
  9. Tap “Upload to Public Library” at the bottom of your screen. By uploading your template to the Public Library, you agree other iAuditor users will be able to download and use the template.
    IMPORTANT NOTE

    If you are using a company-managed device, you may encounter an error when uploading a template to the Public Library. This usually means the connection to upload templates is blocked by your company firewall. In this scenario, please contact your IT team for them to whitelist the connection by referring to our Application URL Whitelists documentation.

  10. Select “Share your template” to share a link to the template you’ve uploaded, or tap “Skip” to complete the upload.

Remove a template from the Public Library

A template can only be removed from the Public Library by the same user who uploaded it. If you have templates owned by your organization that needs removing from the Public Library, please contact our customer support team for assistance.

Mobile app: Android

  1. Log in to iAuditor on your mobile device.
  2. Tap “More” at the bottom of your screen.
  3. Select “Public Library” from the list.
  4. Tap on the filter/funnel icon at the upper-right corner of your screen.
  5. Make sure “Show Uploaded Templates” is toggled on.
  6. Tap the tick icon at the upper-left corner of your screen.
  7. This should now display all templates uploaded by your user account.
  8. Select the template you wish to delete.
  9. Tap on the trashcan icon at the upper-right corner of your screen to delete the template from the Public Library.
  10. Repeat this for any other templates you wish to delete from the Public Library.

Mobile app: iOS

  1. Log in to iAuditor on your mobile device.
  2. Tap “More” at the bottom of your screen.
  3. Select “Public Template Library” from the list.
  4. Tap on the filter/funnel icon at the upper-left corner of your screen.
  5. Make sure “Show Uploaded Templates” is toggled on.
  6. Tap “Done” at the upper-right corner of your screen.
  7. This should now display all templates uploaded by your user account.
  8. Select the template you wish to delete.
  9. Tap on the trashcan icon at the upper-right corner of your screen.
  10. Confirm the deletion by selecting “Delete” in the pop-up window.
  11. Repeat this for any other templates you wish to delete from the Public Library.
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