Customising Reporting/Dynamic Forms and Email Templates

Screen_Shot_2021-01-13_at_9.41.17_am.png

Uptick has default templates which suit most business needs. However, if you are wanting to stand out from the crowd, Uptick does offer a template creation service. Pricing and details on this hereYou can also fill in the form on this page to request a quotation or change to any templates. 

 

Index of our standard ready-made templates

Type Standard Template
Documents

Tax Invoice

Purchase Order

Quotes

Defect Quote

Service Quote

Reports

Service Report

Monthly Report

Call Out Report

Rectification Report

Annual Certification VIC (AESMR)

Annual Certification WA (ASMR)

Annual Certification NSW (AFSS)

Annual Certification NSW (AFSS) Feb 2020

Supplementary AFSS NSW

Supplementary AFSS NSW Feb 2020

Annual Certification QLD (Occupiers Statement)

Annual Certification SA (Form 3)

Annual Certification TAS (Form 56)

Yearly Condition Report

ESM Audit

Doors

Means of Egress

Passives

Forms

Take 5

COVID-19 Form

 

If you are wanting any of these templates activated on your server, please just email our support team and raise a ticket. 

 

Document Templates

Edit or create a document template

  1. From the navigation menu, click on the 'Control Panel' then select 'Templates'. Select 'Documents' from along the top.
  2. From the templates editor page, you will be able to find the appropriate document to 'Edit'. You can create a whole new document by selecting the 'Create' button to the right of the screen.
  3. Customise your template as required via the template editor. Use a preview of a recent report to see the changes as you write the code.
  4. Once edits are completed, select 'Save Template'.

Screen_Shot_2021-01-13_at_9.38.04_am.png

 

Email templates

To edit an email template

Uptick does offer a template creation service. Pricing, details and the form to fill in if you'd like a quotation here

If you'd like to edit the code yourself, please see below.

Step 1: From the navigation menu, click on the 'Control Panel' tab then select 'Templates'. Select 'Emails' from along the top.

Screen_Shot_2021-01-13_at_9.54.43_am.png

Step 2: Select the type of template you wish to send and click 'Edit'. You will be directed to the editing page for the particular e-mail format you selected. This is where you can customise the text in the template. 

Screen_Shot_2021-01-13_at_9.54.58_am.png

Step 3: Click "Save Template" to keep your edits so you do not have to re-enter them the next time.

Helpful Tip: Fill the reply to string with your internal company email, this will allow your customers to respond directly to you from any emails they receive via this template.

 

Creating a new E-mail Template

Uptick does offer a template creation service. Pricing, details and the form to fill in if you'd like a quotation here

If you would like to write the email code yourself, please see below steps. 

  1. Follow step 1 from above to navigate.
  2. Click 'Create' on the emails page.
  3. Fill in the form, and select save. 

Uptick also provides default e-mail templates for you. If you would like to change these, just click 'Customise'

 

Dynamic forms (pre-start checklists, JSAs, Take 5's)

Once enabled, this extension allows the creation of custom electronic forms that can be filled out and sent from either a technician's app when onsite or by the office via the web.

These could be anything from SWMS, JSA's or OH&S's to site specific paperwork or documents required by a specific client. Just like your reports in Uptick, they can be customised for a cost. We offer a Take 5 and a COVID-19 Prestart Checklist as a free template for you to start with, just ask support.

 

Keywords: afss, aesmr, auditing, audit reporting, reporting, templates, reporting templates, email templates, changing my templates, editing my templates, dynamic forms 

Was this article helpful?
0 out of 0 found this helpful