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Forms vs Audits vs Templates: how they fit together

Forms & AuditsAll usersVerified 17 Sep 20261 min

Templates

A template is the blueprint — the set of fields or questions someone fills in. Templates don't hold data themselves.

Forms

A form is usually a one-off record created by filling in a form template.

Audits

An audit is a more structured record, often scored and scheduled to repeat, created by filling in an audit template.

In short: templates define the questions, forms and audits are the answers, and audits add scoring and scheduling on top.

Walkthrough video

Every step above, performed once in a demo organisation.

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