How to create and add fields to a new Audit Form Template
Each new audit form requires an audit form template to be set up initially. This is done in the Form Builder module in the “Settings” > “Audit” section. Once a blank audit form template has been created, you can start to add the form fields.
To create a new audit form, please follow the instructions outlined below.
Go to the “Settings” > “Audit” > “Add New Form”.
Select the appropriate options for both “Create Type” and “Form Type”.
Enter the name of the form and the description.
Select “Form Scoring” and “Quick Audit” options, if required. Note: Quick Audit will allow the form to be available on the Apps.
Click the “Save” button to open the new template.
Select “Add New Field” to add a new field to the audit form.
When adding a form field, ensure you select “Save” to add the field.
To “Edit” or “Delete” a field, hover over the field to view and select the options.
To rearrange or “Move” the form fields, click the left side, drag, and drop where you see the red arrow.
“Scoring settings” are configured in the “Form Field” option for each question.
Important: For information on form field types, please see the “Understanding each form field within Form Builder” and “Understanding each "Form Field" answer option in an audit form template” articles.
Related Articles
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 Click on the “Settings” tab at ...
What is Numbering in an Audit Form
The various fields in an audit form template allow for numbering. If you have numbered section headings set up, each question will have a sub-number, e.g. the third question in the second section will be numbered as question “2.3”. If you move ...
How to create an audit form
This article will go through the instructions on how to create a new audit form that will be available to attach/assign to your audits. Creating an audit form Click the "Settings" tab in the menu header: Click on 'Audit' in the sub menu > the Audit ...
How do I make questions mandatory in an audit form?
In an audit form, questions can be optional or mandatory. If the question is mandatory the audit form cannot be submitted without completing the question. Mandatory questions will be indicated by a “red asterix”. To set up mandatory questions in an ...
How to add a new extra audit
If you require an extra audit, additional to the currently scheduled audit(s) there is an option to add one using the “New Extra Audit” button. To set up a new extra audit, please follow the instructions outlined below. Create a new extra audit ...