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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)
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 overridden in a template 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
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Sequence of questions (and hence result template default)
If the result template uses the default from the questions
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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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Example of a htlm template - html can be pasted in
Showing the html view
Configurations
Document Fragment Types
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Related articles
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