How to create a new audit form from a copy

How to create a new audit form from a copy

When creating forms, you can easily copy an existing form. This feature enables you to replicate all form fields from the original form and make updates in the duplicated version.

Creating a new audit form from a copy

  1. Click on the “Settings” tab at the top of the page in the header menu:
  2. In the subheading menu that appears, click on the “Audit” icon. This will take you to the audit form dashboard:
  3. Check if you have any existing forms listed. 
    Note: If you don’t have any forms, you won’t be able to proceed past this step.
  4. Click on the green “Add New Form” button at the top right of the page. A pop-up box will appear for setting up the new audit form:
  5. In the “Create Type” dropdown, choose “Copy From Existing.” This will show a list of all active forms:
  6. Select the form you want to copy. If you need to copy multiple forms, you’ll need to repeat this process for each one:
  7. Enter a name and a short description for your new audit form in the provided text boxes:
  8. Choose the form type (Contractor, Worker, or General):
  9. If you’re using weighted questions, keep form scoring on. If unsure, it’s best to leave it on for now. You can adjust this later:
  10. If you want each section to have scoring, mark “Section scoring” as yes. If you want the form to appear in a quick audit, mark “Quick Audit” as yes:
  11. Press the “Save” button to create your new audit form. You will now see the new form listed:
  12. To edit the form questions, click on the form name to enter the form builder. Here, you can modify headings and questions as needed:




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