Table of Contents
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)
- 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
Note the Template text flows here - "Perimeter gutters are constructed of copper material/s and are in Good condition....etc" will be the result. ie a paragraph will result from the answers to a number of questions.
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
The "Wall Defects" subsection above is a repeating subsection. So it can be made to repeat when doing the report. Hence if a room has 3 walls repeat it 3 times, if a room had 6 walls repeat it 6 times.
Result Template for a section - Example Results
Result templates can over-ride the standard layout of the PDF result.
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
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.
High level overview
Document fragments
Define the Report Template
When a section is marked as "Optional" the template will allow the inspector to mark the entire section as "NA"
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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