Audit/Assessment Templates

  • Templates: General

    This section covers general settings that apply to the template, influencing how audits behave when being completed, ...

  • Templates: Templates

    This section allows you to view, create and edit templates. Your ability to perform these functions depends on your u...

  • Templates: Building a Template

    Here you can begin to build your template by adding requirements and questions. Click the Add a Section button.This c...

  • Templates: Additional Elements

    To enhance your requirements, you can add extra elements based on your specific needs. At the bottom of the right-han...

  • Adjusting Template Requirements Visibility

    Question: Why are template requirements hidden when handling an Audit? How do I block/hide assessment requirements f...

  • Templates: Template Version History

    This tab offers a comprehensive record of all modifications made to the template throughout its lifecycle. Template O...

  • Templates: Audit Preview

    This tab provides a visual representation of your completed audit template. It displays the most recent version of th...

  • Templates: App

    The App settings within Additional Template Settings enable you to configure specific options that control how your t...

  • Templates: Reports

    Here you will find several options to customise your template’s report settings. By default, the two following settin...

  • Templates: NC's

    These template settings override the Non-Conformance settings within Organisation Settings. Non-Conformance Category ...

  • Templates: Tasks

    These template settings override the Task settings within Organisation Settings. Task Category FieldsThis setting all...