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Audit Templates

Audit Templates are used to assign default Protocols and Questions to locations and Audit Types. Audit Types and Protocols should be configured prior to the configuration of Audit Templates.

Add Audit Templates​

The user navigates to Administration>Audit Templates.

Note

This function can only be performed by permissions associated to an Administration token.

In the Audit Template > Details:

  1. Add a Profile name for the template.
  2. Select the audit type(s) this template will impact.
  3. Select the Location(s) this template will impact.
  4. Select the Protocols to assign to the Audit Type and Location with the checkbox.
  5. Select the text of the lowest level for questions to appear on the screen.
  6. Select the checkbox for the questions to be associated with the Audit type(s) and Location(s).
  7. Select Add.

Edit Audit Templates​

To edit a template, select the Select button next to the template at the top of the screen.

Copy Audit Templates​

Copy an existing template by selecting the Copy Audit Template button next to the template at the top of the screen.

Delete Audit Templates​

Delete an existing template by selecting the Delete button next to the template at the top of the screen.