You can make changes in a pre-existing master audit, as well as individual sub-audits. Editable fields in a master audit include the following:
Audit Name
Reference Number
Description
Category
Location
Responsible Person
Automatic Close
Start Date and End Date
Repeat Frequency
Reminders
Audit Form Template
Other Settings
The sub-audit(s) will contain setup information from the master audit. Changes in the master audit will be reflected in the sub-audit(s). Existing sub-audits can also be edited but changes are limited to the “Responsible Person”, “Comments” and “Attached Documents” sections.
Please note: Changes to the “Start Date” and “End Date” and the “Repeat Frequency” can affect the scheduling of the sub-audits and the sub-audit number(s) may change.
To make changes to a master audit, please follow the instructions outlined below.
How to edit an audit
Select the “Audits” tab to navigate to the Audits dashboard.
Via the filter options, search for the audit.
Select the "View/Edit" button.
Once the changes are made, click the “Update” button to save.
To edit a sub-audit, select the "View/Edit" button, then click "Save" to update.
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