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

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

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

Related articles