Table of Contents
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This is an example of use of SaaSplications - every business is different and SaaSplications is extremely flexible |
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Overview
When creating report templates that can be used and sold
Glossary
- 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)
Headings for question areas
Check all the headings you require in the report have been defined
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This is the default sequence that can be over-riden overridden in a template |
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The Report Sequence is only used when a section must always be in a particular area of the finished report - regardless of where it is in the inspector's sequence. |
Sections of questions
Define the sections to be added - or check if they already exist - link to headings
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Template text - is the text that will be used with the answers once entered.
Repeating Sections Defined - questions that may repeat
Repeating Sections can be repeated in a report if required - for example "Bedrooms" where the set of questions repeats each time a bedroom is found
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Each report can only have one instance of any Repeating key. ie - 2 different bedroom sections for different purposes would not normally mix on a report. The report can have multiple repeating keys - just no duplicates. ie - may have repeating key for bedroom and repeating key for kitchen, stairs etc If a repeating section is not found (ie no stairs in this inspection) - make the section NA when doing the report. Repeating keys if added by the inspector are not mandatory in case a mistake has been made (can remove later in the back office). |
Using Repeating Answers (Template Options)
use of templated answers
Two Number Answers
When a question requires 2 numbers and perhaps a calculated total (example m3, $/m3, Total$)
Definition of templated answers
Result Template for a section of questions - Example
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Results
Two types of behaviour
- Use the question / or if exists the template text as response with all questions in sequence
- manually entered paragraph from the answers as you like. Type in the LHS - check results in RHS
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
Snippets are available to inspectors as standard comments and recommendations. They can be added and then edited by the inspector when completing the report
Define Document Fragments (eg Glossary or T&C)
These are standard sections with no questions - define as many as required by your documents.
Tags enable fixed vs variable price variations - require us to setup as you need them.
High level overview
Document fragments
used to create numbered bullets in the final reports
Document fragment types
Define the Report Template
A report template is constructed from available questions and document fragments.
Special type is used to determine if the recommendations should appear in the title page or in a summary page.
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When a section is marked as "Optional" the template will allow the inspector to mark the entire section as "NA". This may be required if a repeating key section (example stairs) is not found in the property.
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Repeating sections in the header / recommendations at the end
Other items
The report also uses other information in the system:
- From the inspection booking - example inspectors name, address of the property etc
- From the Host Company - ABN and contact details, Signature file
Email Templates
see also Email Templates
These are examples of email templates - note the Tags used to generate the correct email based on information in the system - the useage describes the tag situation in this case.
Example of a htlm template - html can be pasted in
Showing the html view
Configurations
Document Fragment Types
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