Information

  • Audit Title

  • Document No.

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Sections

Sections: What are they?

  • You may have noticed the previous items disappear and these new ones appear. This is how audits will now be structured. The very first section will the be the "Header" section, this is what normally appeared at the top of the screen in version 1. The header section will be where users enter basic details such as the Client, Personnel, Address etc. All these can now be changed in the template editor.

  • Select date

    Truck
  • Add location
  • Add drawing

  • Add media

  • When you are ready to continue either tap the "Next" button or the "Next Section" button.
    www.christmanco.com

  • The section you are looking at right now is the first section of the audit. When editing, you can add as many sections as you like. You can navigate between sections using the buttons at the bottom of the screen: "Previous Section" and "Next Section".

New Items

New Items!

  • IAuditor 2 will introduce a few new item types. This section will explain a few of them.

  • This is a checkbox. Tap on it.

  • The checkbox is now checked! Nice!

  • This is a single line text field. Very useful for a single line of text as it takes up much less space.

  • Hey you entered some text, great!

  • These fields you are seeing all over the place are the new information fields. They replace label fields in Auditor 1. You can also show images and documents with them.

Improved Questions

  • This is your regular old question item with Yes, No and N/A responses. Looks a little different, but is basically the same.

  • This one is the old Safe, At Risk, N/A question.

  • This is something a little different ..

  • A bit more different ..

  • And really different.

  • In summary, these are the new question items. You can change the responses to whatever you like, and whatever colour you want!

  • When you are ready for more advanced stuff. Continue onwards to the next section.

Smart Fields

Smart Fields

  • Smart Fields are going to be one of the greatest features of iAuditor 2. They will allow you to show and hide different items depending on how a user progresses through the template. You may have seen a few examples of it in the previous section, but here are some more.

Examples

  • Check this checkbox

  • This message has appeared because the checkbox has been checked.

  • Now check this checkbox.

  • This message will disappear when the checkbox above is checked.

  • Type in some text

  • This appears because the text is not empty.

  • Turn the switch on.

  • Now this one

  • And this one

  • One More

  • And this one .. Just kidding. Smart Fields are pretty powerful things.

  • Sign this Field

  • Great work!

  • Last thing, on a scale from 0-10 how awesome do you think Smart Fields are?

  • Oh.. Okay, is there anything we can improve on?

  • So they're pretty awesome.. Let us know if we can improve on anything.

  • Great! If you have any suggestions please let us know.

  • Awesome! That's what we want to hear!

Moving On

  • When you are ready for the other great addition, continue to the next section.

Dynamic Fields

Dynamic Fields

  • Dynamic Fields will be a little confusing at first, but they will completely change how your templates are designed.

    In iAuditor 1 say if you wanted to have multiple people sign a document you would have had to create a bunch of signature fields, all copies of each other. Dynamic Fields solve this.

Employee Register

  • Please add an employee.

  • Employee
  • Name

  • Employee Number

  • Signature

Next...

  • Did you add an employee? How many? 1? 2? 50?

    This is what Dynamic Fields are all about. When you don't know the amount of items you will be putting inside a template.

..Example!

  • Is there any faulty equipment?

  • Equipment
  • Model #

  • Serial #

  • Is anyone at fault?

  • Who?

  • Person
  • Name

  • Employee #

Finishing up.

  • When you have had enough of Dynamic Fields, continue to the next section.

Last Section

The end!.. For now

  • That has been a quick introduction to some of the new features in iAuditor 2. The best thing I can suggest you do is Edit this template and see how it was constructed. Then make your own!

    Tap "Finish" to end.

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.