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: