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Setting up recurring audit schedules

Forms & AuditsFor adminsVerified 17 Sep 20261 min

Setting the schedule

  1. Open the audit template and go to its schedule settings.
  2. Choose the frequency (e.g. daily, weekly, monthly) and a start date.
  3. Assign who the generated audits should go to.
  4. Save the schedule.

New audit instances are then created automatically according to the schedule, ready for the assignee to complete.

Walkthrough video

Every step above, performed once in a demo organisation.

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