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)

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

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)

Result Template - Example Results

Add Snippets to the Section

Define Document Fragments (eg Glossary or T&C)

These are standard sections with no questions.

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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