Table of Content

When is this helpful?

A quick video on How to use Form Builder

Related Articles

When is this helpful?

When you need to create or modify a checklist using the form builder.

Step 1: Log in to the admin portal: https://admin.goaudits.com/ on a Desktop. Under ‘Setup’, select ‘Form Builder.

Here is a quick video on how to use Form Builder

Please find below highlighted all the areas and options for Form Builder:

On the right side of the screen are the options to change the following items:

  1. Response - You can change the name of the response

  2. Score - This allows you to apply a specific score for each response

  3. Change Color - This allows you to select custom colors for each response

  4. Image - This option will require an image to be added to the question

  5. Comment - This option will require a comment to be added to the question

  6. Enable Auto Fail - This feature may be used when there are one or more critical questions in a checklist. If one of those questions fails, it will auto-fail the entire report.

7. Default Choice - Select a response to appear as a default choice on the audit/inspection form.

8. Question Help - This allows you to add helpful information to a specific question.

9. Add/Edit Picture - This allows you to upload a picture to appear below/above a specific question.

10. Email Notification - This allows you to add an email address to send a notification each time the form is utilized.

11. Action Plan - This will enable an action plan to be required each time a specific response is selected.

Below is a sample of a checklist that has a Picture and Question Help enabled for a specific question.

Note: In order to make the fields listed below mandatory for all the questions on the checklist, you will need to email that request to our support team at support@goaudits.com. They will enable it for all the questions.

You can do it yourself, but it will have to be done one at a time for each question.

1) Comment Mandatory

2) Image Mandatory

3) Action Plans

Great! Now you can move onto the next step -> Report Setup and Styles

Step 4 Report Setup and Styles

Related Articles:

Step 1 Choose, Customize or Create Audit Templates
Step 2 Setup your Branch/Store/Area Locations
Step 5 Setup an Email Template

How to perform an inspection on a mobile device

What is Auto Fail?

From a mobile device, click on 'Import Settings' to re-import the latest changes made in the Admin Portal.

Did this answer your question?