iAuditor User Guide

The Home Page You are on the home page. start a new audit choose from an existing template or create a new one view my completed audits choose an audit from the list. Viuew or email direct from your iPad locations a full screen version of MAP view download more templates download a ready-touse template from the SafetyCulture Cloud. Share your own templates with users all over the world. edit my profile enter your company name and details; add your logo by taking a photo or upload from an exiting file FAQ helpful answers to your common questions

iAuditor Home Screen

Start a new audit Select from one of the existing templates in the iAuditor app - Accommodation Inspection Checklist - Construction Hazard Identification and Risk Assessment - General Workplace Inspection

Select a template to start a new audit

-2 SafetyCulture 2012. All Rights Reserved

Template Screen - Icons Opens the Audit Editor screen of your selected template Opens the share your template window Allows you to select a rating for the template More options duplicate, delete duplicate delete Duplicates the selected template Delete unwanted templates here

Customise the Audit/Inspection/Checklist Enter Details of site, date, location, personnel involved You can use the GPS icon to enter your current location Start the Audit/Inspection/Checklist Select YES, NO, OR N/A in response to the questions. Select SAFE AT RISK or N/A in response to the questions If No or At Risk is selected a space will open for details to be entered including media of the item. Eg. A photo can be added.
Customise your audit by entering required details. Select answers to questions and add more information if needed.

-3 SafetyCulture 2012. All Rights Reserved

Adding Text By double-tapping the text in the question you can add further notes to any question. Comments are not restricted to answers to which you answered No or At Risk.

Double-tap the text in the question to add more details.

Adding Media Select add media icon A small screen will appear select Add in the top left hand corner. Take Photo opens the camera function on your iPad. Open Photo opens the picture library on your iPad. Done will close the small screen

Take a photo or select a file from your picture library.

-4 SafetyCulture 2012. All Rights Reserved

Take Photo after taking the photo you will be presented with a Preview of the picture. If you choose to use it, select Use. You can also Retake the picture.

Review your picture before inserting it in the audit.

Select Done and the picture will be automatically embedded in the report. The Add Media icon will change to a View Media icon so you can check the picture you are using. You can check how it looks in the report by going to Options in the top right hand corner and selecting Preview. This will show you a preview of your report with the picture embedded in the appropriate space.

Review the picture within the report.

Any pictures you took will be embedded in your Audit Report.

This is how the pictures look within the report.

-5 SafetyCulture 2012. All Rights Reserved

Adding Drawings Where asked to Edit Drawing select the icon; the drawing page will open. You can select a colour: black, red, blue, green, yellow, orange, purple or white. Width of lines: thick, medium or fine. Select Done when the drawing is complete. It will be embedded in your report.
Add your own drawing with the tools available. You can select colours and thickness of lines.

Click on Options in the top right hand corner to Review your drawing within the report.

Add Signatures At the end of the Audit/Checklist/Inspection will be a Sign Off section. Add the name of the signee in the space provided. Select the appears. sign button sign on the screen which

Select the Done button the date will be automatically entered and the signature will be embedded in the appropriate spot on the audit report.

Have the relevant person sign off on the report right on the iPad ready for export and printing.

Saving Audits To save your Audit in the upper right hand corner, select the OPTIONS button. You will be given four options PREVIEW ; SAVE NOW ; QUESTION SETTINGS; DISCARD . Select Save Now. Now when you go to the Home Page select view my completed audits.

Save your audit for viewing, exporting printing.

-6 SafetyCulture 2012. All Rights Reserved

Completed Audits From the Home Screen select audits OR view my completed

If you touch the TITLE of your Audit you will be taken into the body of the audit. Export Takes you to the Export Audit screen Delete delete unwanted audits here Site/client; location; start date; completion date Across the top of the screen you can select one of these options to order your audits.

Sending Reports Reports can be exported in two ways. 1. From the Home Screen select audits OR view my completed

Select export the Export Audit screen will appear. Select from the list of Basic Options; PDF Options; PDF Customisation; Extra Customisation etc. By selecting Export as under the Basic Options you can choose to export your report as a CSV File. Select Export in the top right hand corner you will be taken to the PDF Viewer. Select Send in the top right hand corner to send your report in an email. 2. From within the audit/checklist/inspection select Options in the top right hand corner. Select Preview from the list of options you will be taken to the PDF Viewer. Select Send in the top right hand corner to send your report in an email.

-7 SafetyCulture 2012. All Rights Reserved

Create a New Template From the home page choose create a new template. Enter the template name and a description. Select choose type to select Audit, Check List, or Inspection. Select choose industry to select from the industries listed or select not listed if your industry doesnt appear. When you select an industry further options will appear to narrow down your selection. Select add tags to identify your template. Select add image take a photo, or select one from your file.
Create your own template for an audit, check list or inspection.

Select the + button to add the Item you want to include. Categories group sets of questions together (eg.fire prevention) Date/Time date/time can be inserted into an audit. Drawing draw on the screen of your iPad to add detail to your audit. Label help add more information to a particular questions by using a label Media take photos of risks, they will be embedded in your finished audit. Multiple Choice Add a multiple choice question to your audit, specifiy the question, then write the answers separated by a semicolon (eg.one;two;three) Questions add basic questions with response options of Yes-No-n/a OR Safe-At Risk-n/a Signature have the user sign on-screen and it will be embedded in the finished audit. Sliders enter a question and choose a value between a minimum and a maximum in response. Switch enter a question with a simple on-off switch in response. Text Allows a larger section of text

Select from the many items you would like to include in the construction of your template.

-8 SafetyCulture 2012. All Rights Reserved

Importing CSV files In these screenshots Excel 2011 for Mac has been used, though any spreadsheet editor that can export .CSV files should be compatible. The first three columns in the spreadsheet editor should have the headers Type, Text and Options. The Type column is where you will put in the type of item to display. Examples of these are question, category and list. CSV files will allow you to quickly make a list The Text column is where you will type the question of questions for a template. you want to display to the auditor. Example for a signature type you could have Please sign off once completed. The Options column is where any additional option flags are placed. Further details provided below.

Item types this table details the types of items you can use in your temlate Name
Category Date / Time Drawing Label Multiple Choice Media Question Signature Slider Switch Text

Type
category datetime drawing label list media question signature slider switch text

Description
A category groups sets of questions together The date / time field shows a date or time input Allows the user to draw sketches or diagrams Add extra information to your audit template A multiple choice list where the user can select a single option Allows the user to take or choose photos to add to the audit The basic question type A signature input field with automatic date stamp A value slider that can have a minimum and maximum value A simple on/off switch A large text input field

-9 SafetyCulture 2012. All Rights Reserved

You can only have one item type per cell and it must be spelt correctly, otherwise it will be skipped during the import process. This is an example of a signature field with text.

One item type per cell be sure to spell it correctly.

Item Options The Options" column will contain any extra settings relating to the type of the item separated by semicolons. It is mainly a number based field. So for No you would put 0, for Yes you would put 1. This may sound a little confusing but it is quite easy. Example being for a datetime item which has two options, do we show the date and do we show the time. If you only wanted to get the time from the user, in the Options column you would put 0;1. Note that if you dont put anything in Options the app will use the default values. So if you dont think you need to change anything then you can leave this cell blank. Further details below: Type Options
Show date (0 or 1) Show time (0 or 1)

Description
The first option is if you want the date button to be visible. The second option is if you want the time button to be visible. In a list you will put in each item you want separated by a semicolon. The question response options will change depending on the value. The first option is the minimum value, the second is the maximum value and the last option is whether it should snap to the nearest whole number.

Example
1;1 (show date and time buttons) 1;0 (show date button only) 0;1 (show time button only) one;two;three

datetime

list

List items separated by semicolons The response type (0 or 1)

question Minimum value Maximum value Snap to whole numbers

0 (yes / no / N/A) 1 (safe / at risk / N/A) 0;5;1 (will go from 0 to 5, snapping to whole numbers) 50;100;0 (will go from 50 to 100 with incremental numbers)

slider`

- 10 SafetyCulture 2012. All Rights Reserved

Here is an example of some items with various options.

There are various options for the items.

Saving your file Once you have finished creating all the items for your template you will want to save it in the format iAuditor can read. This lab audit will be used as an example.
Save your file for your template in a format the iAuditor can read.

Ensure the file is saved in CSV format.

To save it as a CSV file, choose File > Save As from the menu. Then select Comma Separated Values (.csv) from the Format menu. This might be different in your spreadsheet editor it could come under a File type menu. Save your template in an easily accessible area (such as the Desktop). It may warn you about losing formatting, just click Yes/Continue on any prompts.

Importing a CSV file on your device To import a CSV file with iAuditor you must first get it on your device. The easiest way of doing this is to email it to yourself. Once you can see your CSV file in the Mail app you can then tap and hold on it and choose Open with iAuditor from the menu that pops up.

Email the file to yourself on your device.

- 11 SafetyCulture 2012. All Rights Reserved

This will then launch iAuditor and present the CSV importer screen along with a preview of the CSV file.

The CSV importer screen will launch in iAuditor.

If you are happy with the contents of the CSV file, tap the Next button to continue. The app will then attempt to import all the CSV items. If everything was successful you should be presented with this screen. You can scroll up through the log to see if there are any warnings or errors. If you are happy with how it was imported, tap the Next button to continue.
Scroll through the log to check for any warnings or errors.

You will now be presented with a screen to enter in the template information, such as the name and description. When you are happy with the template information, tap the Import button. You should then be presented with a message if everything went well. Congratulations you have imported your CSV file!
Complete the description details for your template.

- 12 SafetyCulture 2012. All Rights Reserved

Sharing Templates The SafetyCulture Cloud The SafetyCulture Cloud enables users to share templates around the world. You can select a template from the Cloud OR Share a template you have created with other users via the Cloud. From the Templates screen select on the icon the share your template prompt screen will appear.
Dont reinvent the wheel. You can select a template from the SafetyCulture Cloud or choose to share your own template with other users.

Complete the details required remember this information will be available to other users, so check what you have written. Select the Share! button and your template will be instantly available for others to download. From the Home Page select the the Cloud screen. icon you will be taken to

All the templates that are available will be listed with a download button to the right. In the upper right hand corner of the screen is a Profile button. When you select this - the templates you have shared will appear. You can also delete them from the cloud here.

From the Home Page select the icon OR download more templates you will be taken to the Cloud screen. All the templates that are available will be listed with this button to the right. You can order the templates by rating, usage, downloads, or newest along the top of the screen. In the upper right hand corner of the screen is a Search button. You can enter Text, Industry or My Templates to do a specific template search.

- 13 SafetyCulture 2012. All Rights Reserved

Deleting Templates from the Cloud When you click on a template that you have uploaded to the Cloud you can view several features including the number of times it has been dowloaded/used. Scroll to the bottom and you will see the following in a red box: Tap here to remove this template from the Cloud

Have you got more questions?

- 14 SafetyCulture 2012. All Rights Reserved