Table of Contents Home > Uncategorized > Oct. Product Webinar – Q&A Responses Oct. Product Webinar – Q&A Responses It was wonderful catching up with each and every one of you to review all things iAuditor, product roadmap, and of course your ideas and feedback. Since we don't always have time to review all of your questions live, we wanted to take a chance to post your questions with their corresponding answers. We hope that you can also take a moment to review and learn from other's questions to see what common discussion points you may have. QuestionAnswerRegion Adding PDF's to inspections? Will this be added? It is in our roadmap for a future release. At this stage we do don't have a time frame on when.APAC How can you upload a PDF document to an incident investigation template? We need to upload the witness statements which are in PDF format.This function is not available. It is in our roadmap for a future release. At this stage we do don't have a time frame on when.APAC We are often asking at these Webinars about why is there not the option yet to get an emailed notification when a daily check has not been completed?We have the ability to create a report preference. In these preferences you can add an email address that automatically populates to TO field when your frontline team emails it from their device. This would give you the ability to receive an email with the report for your daily checks.APAC Do you have plans to accommodate any pdf and another format of documents into the audit sequences?It is in our roadmap for a future release. At this stage we do don't have a time frame on when.APAC We have a need to grab multiple locations within each audit - I would like to see the Locations displayed on the main Locations map for a defined periodYou could utilise the sites and location fields to do this. Sites can be added as a large location, then you can use the location field to find the specifics. If the GPS is turned on, then it will find you automatically.APAC Can the reports show the time of inspection, not just the date?At the moment it can't, but certainly something we will pass onto the product team for review.APAC Are you able to put the score on the front page of the pdf/word instead of just the %? Our sites have a target to achieve less than 50 lost points and we may change the number of questions so the % PassMark changes.At the moment it can't, but certainly something we will pass onto the product team for review.APAC I've always struggled with understanding the scoring/weighting and how it works. Perhaps this isn't for this session but would appreciate some support on this.This article here should explain everythinghttps://support.safetyculture.com/templates/template-editor-scoring-and-weighting/APAC Can the custom e-mails be linked to a GRS? ie. I have a GRS with 60 different installers, could I link each of those to an e-mail address and automatically send them their own inspections?At the moment it can't, but certainly something we will pass onto the product team for review.APAC With the automated reports, can the feature to have auto shares that exist for inspections completed also extend to emailing those that it is shared with individuals or those listed in a group.Auto sharing will automatically store the inspection data, but the sharing is not linked directly with the reporting.APAC Reporting is a great idea however it looks as though the recipient has to be a registered user and you can't send it to a non-registered unit. is this correct?No, not at all. You can add in any email address inside the recipient field to send these reports.APAC I understand that the web version is being upgraded to include the ability to capture photos and also to be run without an internet connection. How is this going? When will these be available?At the moment the web app can upload images into any inspection. The offline capabilities are still a little while away. We have a team full steam ahead right now but we do not have a time on when this is likely to be releasedAPAC Can video clips be added into inspection?No, we do not have the ability to add videos and this has been done purposefully this way. One main one is the sheer size some clips could be. All this needs to be stored somewhere and if some organisations are recording long videos, it would start to slow the entire system downAPAC Will actions be extended to assign to group.We are working on Expanding out Actions and our future incident management to assign to groups, however, there is not time frame on this.APAC When will we be able to download the new PDF form from the MS flow?We are in the process of reviewing all of our integrations including the exporting to MS Flow. At this stage, we are unsure of when it will be available as any changes we make needs to be approved by Microsoft which is out of our control.APAC I also am one of many with a need to attach PDF to inspectionsIt is in our roadmap for a future release. At this stage we do don't have a time frame on when.APAC Can a form auto populate the iauditor users details inside the form i.e Our supervisor is working on a 'site', so we select the site and we need to include their details within each form/inspection, they have to keep inserting their details i.e. full name, title, phone number, email - can this be populated automatically?It will automatically populate your name if you have the ‘conducted’ field inside the title page, however, that is the only place it will it will do so.APAC can we customise what the dashboard shows?The dashboard is set and cannot be customised.APAC Is it possible to bundle multiple templates as one. Eg) Daily Checks to include WHS, Food Safety, QA in one click through instead of clicking in and out of different templates.You can combine multiple template responses into one Template by using logic fields to display a series of questions based on a dropdown. However, there is no way to click a link and start another Inspection from one.APAC Not all of my templates require a site to be nominated but once sites are implemented they need to be selected for every template. Can it be optional to select a site?Once sites are turned on it is one for all. What we have seen in the past if multiple departments are using iAuditor is add in a site called SafetyCulture Site, then anyone who does not need it can select thisAPAC Can the scores be customised?Yes. Scores can be changed within each response. In addition to this, you can add some additional weighting by clicking the little Plus next to the questions in the templateAPAC any "live update" feature planned - would like to be able to pull data into an audit in real time, not uploading from a CSV.It does depend on what data you’re looking , but there are ways you can utilise our API to do this.APAC for example some of the no responses may add positive score to the inspection, currently it is only adding yes answers as positive scores.To edit your response simply, click on the response drop down next to your question, then hit the pencil next to the answers. Here you can edit the scores.APAC If I have 5 x staff sign a form at the end of the inspection, can it auto calculate and state '5' from signature quantity?It will not calculate the number of staff that have signed off. But, think you can try is to use out repeat section. you can add in the signature field under the section and every time someone signs it will add a number next to it. This could then show you how many people have signed off if you need 5APAC Can you create a single action without conducting an inspection?YES! Stand alone actions can be created in the app or the Web. On the App simple click in the Actions sections and click the blue add actions. On the web you should see it in the top right hand corner of the actions command centreAPAC How can you consolidate numerous actions into 1 email to one person rather than save sending many single action emails?All actions will be sent out one by one. However, you can create an actions report using the preferences. This way you can send them out one report with all consolidated actionsAPAC Can you trigger the creation of a purchase order in financial & stock system from an approved action? Say the light example is approved for purchase from a default supplier for that globe listed in the inventory system.Not at this stage. We are redeveloping the API so there could be the possibility soon. One thing to keep in mind would be what API the Finance system has. The other system would need to support such an integration.APAC Does iAuditor work across all platforms iOS, Android, Windows?Yes.We have an App on Apple and Android. Windows, along with any computer can i use the web appAPAC Are you able to add an image or pdf into a template? And possibly become interactive(be drawn on etc) within an auditYes. We have the annotate response type that lets you upload an image that can be drawn on in the inspection.APAC How do I populate the site list in the actions? Or can I make it free text, it does not allow that at the momentSites in actions are the same that you use in the inspection. You would need to head to your account settings, click on sites, turn it on if it’s not and upload the list there.APAC I have tried to use the Actions feature however i have found that it does not link back to any photos in the audit itself to be able to make the action requirements clear for the recipient. Also if there are 15 actions from an audit for one person they get 15 separate emails. Is there anyway around this?All actions will be sent out one by one. However, you can create an actions report using the preferences. This way you can send them out one report with all consolidated actions. If you have added an actions from the inspection it links it straight back to the question so you can click and see all the context you needAPAC Is Safety Culture looking at adding Video Clips within checklists?No, we do not have the ability to add videos and this has been done purposefully this way. One main one is the sheer size some clips could be. All this needs to be stored somewhere and if some organisations are recording long videos, it would start to slow the entire system downAPAC Can you connect an email address to a Site for the autoshare. We send our reports to the property owners of our sites which are multiple different people.Not at the moment. We are looking at more ways to connect sites and team together in the future.APAC Are you able to integrate an excel spreadsheet into an inspection?There is no way to import an excel spreadsheet information into an inspection. You can integrate an inspection into Excel with Zapier or MS FLOW https://support.safetyculture.com/integrations/automatically-export-inspection-data-to-excel-using-ms-flow/APAC We may have some of the confidential notes that we may not want to appear in the report submitted to the client, is that possible to add and delete certain portions of the inspection from automated reports?You can add it in as an instruction and then remove all instructions off the inspection. We are going to be introducing a way toAPAC Can you send an action to a person who doesn't have access to iAuditor? Can they respond when action is complete?Yes. You can assign an action to an external user. They can then change the status of the action once completed.APAC How does this company manage the GDPR aspects with regards to the incident reporting form?https://safetyculture.com/legal/terms-and-conditions/EMEA Will there ever be a revamp of the exporting feature? I find it limiting that we cannot design the way I want to export our data. Since changing to the new export function, we have lost the ability to edit the way the export works i.e table size etc. Due to the limitations of the new exporting function, I still use the PDF classic, which I am aware is coming to end of life.Exporting to Word will allow you to customise your templates. We also will be looking at better ways to export data via csv later next year.EMEA Can this be made smaller? Spacing is very big and often have 20 page documents to printWe have made changes to the new PDF reports to condense some of this information. We are also working on more ways to shrink the size down, as well as hide different pages. Watch this spaceEMEA Are there plans to allow removal the list from under each question? I haven't found a way yet to disabled the Notes / Actions / Image under each.There is no way to disable the notes, images and actions.EMEA Can you auto share to different recipients based on a title within a template? I mean at the stage conducting the audit and not the completed audit - turning off within the template to each questionIf you have Auto-Sharing set up you can see any completed or incomplete inspections. There is however no way to set up a recipient to send out each section to a different user.EMEA Is (or will it be) possible to share data across two separate accounts? What I mean is that if we have our own account, and my customer has an account for themselves.... can we collaborate that way?Using the advanced sharing option you can share a template to an individual using another paid account. By doing this, any inspection they complete, you will receive the results.EMEA how can I scan the documents and attach as picturesThe best way would be to take a photo of your document and upload the image. At this stage there is no way to upload any other forms of media other than images.EMEA We have other software applications which we utilise for H&S inspections can Auditor be integrated.It will depend on the limitations of your H&S system. But we do integrate with a range of tools with Zapier, MS flow or you can build a custom integration with our APIhttps://developer.safetyculture.io/#introductionEMEA Can you export reports from I-auditor into another app such as Alcumus SafeContractor? Or if not, to a microsoft excel spreadsheet?It will depend on the limitations of Alcumus SafeContractor. But you can integrate your reports using with Zapier, MS flow to excel, or you can build a custom integration with our APIhttps://developer.safetyculture.io/#introductionEMEA Can actions be sent to an email address where the customer does not have and Iauditor account?Yes. You can assign an action to an external user. They can then change the status of the action once completed.EMEA We dont use actions due to the way we use iAuditor. But if we did start to use them, as person responsible for managing iAuditor at our business., Are we able to set predetermined actions, so the user only has those to choose from?You can’t set predetermined actions with iAuditor.EMEA Is there any scope for customising the name which actions are sent to the recipient?Currently actions come from "Safetyculture(iauditor)" and are not always recognised by the recipient as an email which needs attention.It'd be good to be able to customise it so it appears from "Safety Officer" or the name the recipient would recognise.Not at this stage. This query has been sent over to our product team to be looked at in the future.EMEA Do your sensors interact with existing Building Management services ?It could. We are in the process of working on a BYO platform so if there are sensors being used we would love to hear about them. Please reach out https://safetyculture.com/temperature-sensors/?utm_source=sc.com&utm_content=nav-btnEMEA is there a process to be able to track contractors on a large complex using sensorsWe do not have any sensors that currently do this, however if you currently use them, or know of any that do, we would love to talk. Please reach out https://safetyculture.com/temperature-sensors/?utm_source=sc.com&utm_content=nav-btnEMEA As the dynamic of iAuditor has changed over the past few years. Will there be plans to build in a database/log that audits will feed into. Examples Fire test log in 1 place (if it exists i haven't found it yet)You can also use the filters in your inspections list to search for one template and see all your Templates in one screen. This can also be achieved in Analytics. We are also looking at combining the templates and inspections tab together on the web so this would bring together all of your ‘Fire Test Logs’ in the one screen.EMEA For "Actions" is there a report that can be ran from that which could also be shared with others?Using our report preferences you could create an actions only report to show on an inspection by inspection basis. If you are after a report for all actions through out, you can export the list of actions to excel and share that with others.The Americas my team forget sometimes to choose a site location, can this be turned on to be mandatoryIf your sites are on you do need to chOose a site to continue. However, There is an option within sites that you can choose ‘No Site’ so they may be selecting this. You can check who is selecting no site from within analyticsThe Americas Is the iAuditor interface available in languages other than English?At this stage it is only available in English.The Americas Is there a way to attach a document to a report?You can upload and attach images but no other formats just yetThe Americas How about customizing Fonts? High-lighting wordsWe do not have the ability to customize the fontsThe Americas On "Actions" can we add specific Filters or Categories?Not currently. We are in the process of creating incidents which will allow you to categorise certain things. This is in the works and will be out next year.The Americas Is there any thoughts on making evidence mandatory for actions rather than just clicking "done"?It is currently not being worked on.The Americas We still do not have the ability to add actions without being inside an inspection - they look the same as they always have.If you are still seeing the old actions experience it will because you have requested to remain on it. If you would like to discuss moving, reach out to your Account Manager or our support team.The Americas Will we eventually be able to set a minimum or required number of repeated sections to be added (i.e. if I have a group of questions for "doors", rather than copying and pasting it for every door, I make it a repeated section; the auditor can add less doors than exist and close the inspection without inspecting each door)?This is not something that is currently being worked on.The Americas Is it possible to use iAuditor as a self-assessment survey (pre-inspection) and link it with Salesforce to generate client leads?You can link completed inspection results or reports to salesforce using Zapier. If you would like to know more, please reach out to our support team.The Americas Is it possible to have field inspections that are conducted on mobile devices saved automatically into folders that we designate in sharepoint as a primary option or secondly, can they be automatically emailed to the appropriate superintendents here? I need to learn more about API'sYou can certainly send reports directly to Sharepoint upon completion. This article here will show you how:https://support.safetyculture.com/reports/upload-inspection-reports-to-sharepoint-with-ms-flow/The Americas Was this article helpful? We love your feedback. Please tell us what you think. Yes No Care to share a bit more so we can continue to make improvements for you? Give feedback Care to share a bit more so we can make this article even better for you? Give feedback Thanks for your feedback!