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- Snippets - are prebuilt text that can be copied into a report area by selecting from a dropdown
- Sections - are a section of the report that requires questions to be answered, findings and recommendations
- Document Fragments - are sections of the report that do not require questions to be answered - example "Terms and Conditions"
- Headings / Parents - is where you can setup the headings that sections will assemble under
- Templates - are where the report structure is defined - the headings involved, the sequence of the report, the brand of the report
- Templated Answers (repeat answers) - a special type of Section that creates re-usable answers (eg high / medium / low)
- Sub Section - used as a repeating set of questions on demand and pulled in by a section
Headings
Check all the headings you require in the report have been defined
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Using Repeating Answers (Template Options)
Sub Sections
A sub section is a section that is used by a section and can be requested on demand. An example is walls in a room. A room section can include a wall sub-section so during the inspection the inspector can capture details for none, 1, 2, or any number of walls.
Result Template - Example Results
Result templates can over-ride the standard layout of the PDF result.
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If you do not enter a result template - the question Template Text is used as the default for the PDF If you do have a result template then this is used If you have a result template - then if you add another question the PDF will not use the question details until the result template has been updated to add in the new question template code and surrounding text. |
If you click "Reset Template" it will copy from the questions template text. if you save this it will over-ride any previous template text.
Example of Result template vs using questions template results
Sequence of questions (and hence result template default)
If the result template uses the default from the questions
Result using a Result Template that has been manually managed (not using the default)
Add Snippets to the Section
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