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How to create and remove groups in your organization

  • Team Management

As your organization scales, it can become very taxing to manage permissions and document access on an individual user level. To address this problem, you can create groups to organize your users into teams, such as a “managers” group and a “users” group. This is a great way to not only provide template and inspection...

How to customize your account notifications

  • Account Management

To make sure that you are always on top of your game, it’s important to stay up to date on the latest information and be reminded of any tasks that may need to be completed. With iAuditor, you are able to receive notifications from a wide range of app events and customize how you’d like...

How to reset your account password

  • Account Management

This article shows you how to change your iAuditor account password or reset it in the event that you’ve forgotten your login credentials. If you’re an administrator or a user with the “User Management” permission, you can also email password reset emails or set new passwords for your users. Before you begin Keep in mind...

How to use legacy actions

  • Actions

Actions build workflow into the iAuditor system by helping users take the next steps when corrective action is needed. You have the ability to assign actions while conducting inspections so that the response is immediate and on the spot. The action can be assigned to another user with a priority level and due date, and they...

How to set question responses to notify users

  • Templates

In some scenarios, it can be important to let someone know about the answers provided to certain questions in inspections, especially if the answers affect the business or are critical for certain stakeholders. With iAuditor, you can set multiple-choice questions' responses to notify users or groups of users in your organization automatically when selected during an...

Export inspection reports using a web link

  • Uncategorized

With Web Reports, you can create a live link to your completed report and share it with others. Those receiving the link will be able to view and interact with the report in a web browser of their choice (mobile or desktop). Anybody that has the unique report link is able to access the report....

How to create and manage Global Response Sets

  • Templates

In some scenarios, you may have a list of assets, projects, or locations that you want to reuse across multiple templates. Whilst you can create custom response sets with the same responses across templates, it can become difficult to manage when changes have to be made in the future. Instead, you can create and use...

How to export and import iAuditor templates

  • Templates

From time to time, you might need to share your templates with team members that are using iAuditor, but in another iAuditor organization. One way you can share your templates in this scenario is to upload your template to the Public Library for your team members to download. However, if you don’t want users outside...

How to set multiple-choice failed responses

  • Templates

In order to raise your standards, whether it’s safety or quality, it’s important to identify areas of interest in your inspection workflows and mark them for tracking. With iAuditor, you can set specific multiple-choice responses as “failed responses” so that they are flagged on each inspection report when selected and compiled to be viewed in...

How to add and remove Logic fields

  • Templates

In some scenarios, the templates you build may cover different topics that require different questions to be asked. Rather than listing all the questions on a page and leaving most unanswered for not being relevant, you can add Logic fields to your templates so that certain questions are asked only if the condition of an...

How to share templates and auto-share inspections

  • Team Management

Having access to the information you need is an important factor in achieving success for an organization. That’s why we’ve developed a simple way to assign templates and inspections to the relevant users/groups in your organization. In iAuditor, there are two steps to the sharing process. Step one, sharing the template to users or groups,...

How to sign up for iAuditor

  • Account Management

iAuditor is a mobile and web application that can be used to provide visibility and insights into raising safety and quality standards across an organization. You have the ability to form an organization in iAuditor to collect consistent data, standardize operations, send reports, identify failed areas, and get problems resolved with this easy-to-use checklist software....

How to upgrade and trial iAuditor Premium

  • Account Management

Our Premium subscription is the perfect way to unlock your iAuditor potential. With full-feature access, you will able to manage your team more effectively with permission control, gain insight into your organization’s performance over time with Analytics, and more! This article shows you how to upgrade your free team to our iAuditor Premium subscription and...

How to start new and edit existing inspections

  • Inspections

Just as templates are the foundation of iAuditor, inspections are the processes you and your team go through to capture data and populate reports. In your context, this could be filling in a form, performing an audit, or going through a checklist to make sure you’ve covered all topics in a daily safety talk. No...

How to add and replace inspection report logos

  • Reports

Logos are an important piece for achieving success at businesses and organizations. They are the symbol that team members, customers, or stakeholders use to recognize your brand and to connect memories with the services you provide. In iAuditor, you can set up your inspection reports with logos, so that professional reports can be generated and...

iAuditor mobile app syncing troubleshooting and settings

  • System/Technical Support

This article outlines some of the troubleshooting steps you can follow when it comes to syncing-related issues and details the settings available on the iAuditor mobile app to adjust syncing. If you’re seeing different sets of information between the mobile app and the web app, try manually syncing your iAuditor mobile app to refresh and...

How to set the iAuditor mobile app language

  • System/Technical Support

As a global company, we understand that our customers are based across the world, speaking a variety of languages. To embrace this diversity, the iAuditor mobile app is built to support some of the most spoken languages around the world, providing a localized experience for each user. This article lists the languages we support and...

How to upload and remove templates from the Public Library

  • Templates

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!...

How to change your account username

  • Account Management

We understand that there may be times when you need to change or update your iAuditor account username. This article shows you how to change your iAuditor account username on the web app. If you’re an administrator or a user with the “User Management” permission, you can also change account usernames for your users. Before...

How to custom brand your iAuditor organization

  • Team Management

Logos are an important piece for achieving success at businesses and organizations. They are the symbol that team members, customers, or stakeholders use to recognize your brand and to connect memories with the services you provide. In iAuditor, you can customize your iAuditor organization’s interface, so that your users see your organization logo when they...

How to assign and manage organization permissions

  • Team Management

It is important to structure your organization on iAuditor so that certain feature access is only provided to users or groups that require them, such as the ability to manage subscription billing or to view all inspections in the organization. Permissions management in iAuditor allows you to control feature access, ensuring that not everyone can...

How to manage device limits

  • Account Management

Whenever you log in to the iAuditor app on a mobile device, the device becomes associated with your account. At iAuditor, you can log in or associate up to 3 mobile devices at the same time. When you reach the limit, the iAuditor app will indicate that “This account has reached its device limit.” at...

How to manually sync the iAuditor mobile app

  • System/Technical Support

Syncing is an essential part of the iAuditor mobile app, allowing you to synchronize the data you capture and save on your mobile device to other platforms. This ensures that the information you access on your account is always up to date, no matter where you log in from. Whilst the iAuditor mobile app syncs...

Export Profiles

  • Reports

Export profiles allow the formatting and appearance of completed inspections to be customized. An export profile can be created and attached to a specific template so that when inspections are conducted from that template, the reports will be uniform. This is useful when working in teams to help keep reports uniform and also reduce the number of...

How to make questions mandatory

  • Templates

We understand that in some instances you may have questions that must be answered before an inspection can be marked as complete. To make sure your users answer these questions consistently, we have made it possible to make questions mandatory in your templates. This means that when an inspector tries to complete an inspection, without...

How to report issues and send diagnostics

  • System/Technical Support

From time to time, you may run into issues when using the iAuditor mobile app, prompting you to contact our customer support team for assistance. Whilst you can always initiate live chats, emails, or phone calls to reach our team, you can also report your issues directly from the mobile app and provide diagnostics that...

Reduce the file size of reports

  • Reports

Reports generated using iAuditor will be full of useful data and images. The more images in your reports the larger the file size will be when you go to export it.  This can increase to the size where your email client may not be able to send it. The vast majority of email clients and email...