Building audit templates

Starting a template

Go to Audits > Templates and select New Template.

1. Name the template and organise questions into sections.
2. Choose each question's answer type (yes/no, scored, multiple choice, etc.).
3. Mark which answers should trigger a corrective-action prompt.
4. Set up scoring rules if the audit needs an overall pass/fail or percentage score.
5. Publish the template.

Once published, the template becomes available for one-off or scheduled audits.