Inspection, Issue Capture and Rectification Solution

Frequently asked questions

How to create and delete sections

Changes made to templates only apply to new inspections moving forward.Deleting a section also deletes any questions nested within.You can also convert the sections you create into repeat sections, allowing you and your team to repeat the same set of questions as many times as needed in a single inspection... Read more

How to customize template title pages

A template title page is the first page users see when they conduct inspections and view inspection reports. Title pages are a great way to capture essential details, giving you high-level context to inspection results. As part of customizing your template's title page, you can also create a naming convention for inspections that are conducted using...Read more

How to download templates from the templates available

The Public Library is where AuditBranch users from different industries can share the templates they've created with each other. With hundreds of thousands of free templates, you can use a template to start inspections immediately or edit them to make them your own...Read more

How to add or delete questions in templates

Questions are the foundation of your template editor experience. They help shape the templates that fit you and your team's workflow. With Audit Branch you have complete control over what you need in your templates. You can add new questions with different template response types or delete questions that are no longer needed...Read more

How to view inspection durations

An inspection's duration is the time a user has taken to conduct that inspection. You can use inspection durations to track you and your team's productivity and gain insights into how long it usually takes to complete inspections across your organization.
Take note
Inspection durations are recorded differently between the web app and the mobile app:
- Mobile app: An inspection's duration is recorded whenever a user is in the edit screen of the inspection, including edits made after inspection completion.
- Web app: An inspection's duration is recorded and updated whenever a user moves between inspection pages or completes the inspection. In addition, the duration is updated every five minutes. If an inspection has been marked as complete, inspection duration for editing via the web app will no longer be recorded.

How to duplicate or copy inspections

Duplicating an inspection creates a copy of that inspection, including its responses, notes, and media attachments. This can be useful if you need to start a new inspection based on an existing one, rather than copying existing responses across manually...Read more

How to start inspections

Inspections are the processes you and your team go through to capture data and populate reports. In your context, conducting an inspection could be filling in a form, performing an audit, or going through a checklist....Read more

How to delete actions?

Web app
1. Log in to the AuditBranch web app.
2. Select Actions from the menu on the left-hand side.
3. Filter and sort the list to find the action you want to delete.
4. Click the action.
5. In the activity screen, click Delete on the upper-right corner of the page.
6. In the pop-up window, click Delete.

Mobile app
1. Open the AuditBranch mobile app.
2. Tap on Issues at the bottom of your screen.
3. Filter and sort the list to narrow down the action you want to delete.
4. Select the action.Tap Details at the upper-right corner of your screen.
5. Tap Delete action. In the pop-up window, tap Delete.

How to assign actions to external personnel via email

Assigning an action to an external assignee allows you to assign actions to people outside your organization without having an AuditBranch account. They can update the status, comment, and even add media to provide more context.

Take note
‍1. External assignee can only update the action status and add comments and media attachments, but not view the inspection report.
2. External assignees are notified via email of the actions they're assigned.
3. If you want external assignees to collaborate beyond just actions, learn how to invite people to your AuditBranch organization as users.

How to create actions

The Actions feature allows you to identify, track, and complete tasks as a team. You can create actions to highlight a problem that needs fixing as you're walking through an inspection, or create standalone actions on the go, without having to start an inspection. Each action includes a built-in chat and activity feed, where your team members can collaborate. All with built-in timestamps so you can keep track of everyone's interaction from start to finish.
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Take note
‍1. Actions created from inspections are only visible to assignees and users who have access to the relevant inspections. Any photos and notes that are added to the inspection question will be included as well.
2. Standalone actions are open to everyone in your AuditBranch organization.
3. By default, the creator of the action will be selected as the assignee.

How to share inspection report links

Inspection report links are links or URLs that you can create for each inspection report and share with anyone. Unlike an inspection report's PDF or Word export, which includes the data at the time of exporting, viewing the report via a link offers a real-time view. This means updates made to the inspection are reflected via the report immediately, without the need to export it again...Read more

How to delete report layouts

Depending on the layout you want to delete, you may require certain permissions and template access levels:Report layouts for specific templates: You must have the "conduct, edit" access level for templates you want to delete report layouts in.Report layouts for all templates: As report layouts for all templates can be created from any template, you must have the "conduct, edit" access level at a minimum for at least one template in your organization and the "manage global report layouts" permission...Read more

How to check inspection schedule completion in Analytics

This article shows you how to customize inspection reports by creating and updating report layouts via the web app and the mobile app.
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Take note
- The Analytics feature is only available on the web app.
- The data shown in Analytics is dependent on the data you have access to in iAuditor. Learn how to give yourself inspection access or assign yourself the "data access" permission for visibility over all templates and inspections in your organization.
- You need to have created inspection schedules to capture and track schedule completion in your organization...
Read more

How to view actions in Analytics

Viewing actions in Analytics allows you to gain an understanding of how actions are completed across multiple locations. This enables your organization to better understand your environment and know what to improve on.
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Take note
- The Analytics feature is only available on the web app.
- The data shown in Analytics is dependent on the data you have access to in iAuditor. Learn how to give yourself inspection access or assign yourself "data access" permission to have visibility over all templates, inspections, and actions in your organization.
Read more

Simply Advanced. Simple Enough for general use but advanced enough for engineers.

Do even more with AuditBranch

Team management

Integrations

Sensors

Trusted by Over 15,000+ Happy Customers

Setup checklist forms in minutes

Assign follow-ups to get the job done

Generate and share custom reports

View performance and trends

Frequently asked questions

Conduct inspections. Capture issues.
Manage tasks. Communicate clearly.

Simply Advanced. Simple Enough for general use but advanced enough for engineers.

Do even more with AuditBranch

Team management

Integrations

Sensors

Trusted by Over 15,000+ Happy Customers

Setup checklist forms in minutes

Assign follow-ups to get the job done

Generate and share custom reports

View performance and trends

Frequently asked questions

Conduct inspections. Capture issues.Manage tasks. Communicate clearly.

Conduct inspections. Capture issues.
Manage tasks. Communicate clearly.