Table of Contents

Overview

When creating report templates that can be used and sold

Glossary

1. Snippets - are prebuilt text that can be copied into a report area by selecting from a dropdown
2. Sections - are a section of the report that requires questions to be answered, findings and recommendations
3. Document Fragments - are sections of the report that do not require questions to be answered - example "Terms and Conditions"
4. Headings / Parents - is where you can setup the headings that sections will assemble under
5. Templates - are where the report structure is defined - the headings involved, the sequence of the report, the brand of the report
6. Templated Answers (repeat answers) - a special type of Section that creates re-usable answers (eg high / medium / low)
7. 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

Sections

Define the sections to be added - or check if they already exist

Repeating Sections Defined

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

Repeat Answers (Special type of Template)

Repeating answers provides simple entry of multiple answer sets

Using Repeating Answers (Template Options)

use of templated answers

Definition of templated answers

Sub Sections Defined

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.

Using Sub Sections

Result Template for a section - Example Results

Result templates can over-ride the standard layout of the PDF result.

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

Define Document Fragments (eg Glossary or T&C)

These are standard sections with no questions - define as many as required by your documents.

High level overview

Document fragments

Define the Report Template

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

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