Table of content

When is this helpful

Setup Default Value on a form

How the default value field will appear on a mobile device

How the action plan default value will appear on the report

Related articles

When is this helpful?

When you would like to create an auto default value for an action plan task assignment. The default value field will be displayed on the mobile device when an action plan is being assigned.

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

Setup Default Value on a form

Step 2: Double click on the question to assign a default value. On the right of the screen, scroll to action plans and select the choice that will trigger the action plan. In the Default value box, type the action you want taken. Click SAVE.

See screenshot below.

Now that the default value is setup for the question(s) it will appear on the mobile device on the inspection form.

How the default value field will appear on a mobile device

Below is an example of the question that will trigger an action plan with a default value.

Below is an example of the default value field displaying the action required, as previously setup in form builder in Step 2 (above).

How the action plan default value will appear on the report

Below is an example of how the action plan will appear on the last page of the report.

Related articles

About Analytics Action Plans

How to add an action plan assignee

How to carry out action plans as an assignee

Configure the audits using form builder

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