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Author: Claire Casey

Additional Template Settings: App
Claire Casey
Templates

Additional Template Settings: App

The App settings within Additional Template Settings enable you to configure specific options that control how your template behaves when an assessment is being completed on the mobile application.  A list of available options will be displayed. By default, none...
July 22, 2025
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Audit Preview
Claire Casey
Templates

Audit Preview

This tab provides a visual representation of your completed audit template.  It displays the most recent version of the template. It also provides key statistics, advising you on the total number of sections and requirements within that template version.  Important:...
July 21, 2025
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Template Version History
Claire Casey
Templates

Template Version History

This tab offers a comprehensive record of all modifications made to the template throughout its lifecycle.  Template Overview To the left hand side of the screen, a concise overview provides key information and statistics relating to the template’s history.  Version...
July 18, 2025
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Template Builder: Settings Menu
Claire Casey
Templates

Template Builder: Settings Menu

The Template Builder provides a suite of options on its left hand side, allowing for detailed customisation and enrichment of your new template.  Edit Template Default Options Selecting Edit Template Default Options will open a pop up within the window...
July 16, 2025
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Template Directory
Claire Casey
Templates

Template Directory

This page serves as a central hub for all information and functionalities related to creating and managing Templates. To access this section within the AuditComply system, click Templates under the Assessment section. Template List Building a Template Add Additional Elements
June 18, 2025
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Managing Users Directory
Claire Casey
Managing Users

Managing Users Directory

This page serves as a central hub for all information and functionalities related to Managing Users. To access this section within the AuditComply system, click Users under the Manage section. Managing Users Adding a User Invite New User Via Email...
June 17, 2025
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Dashboard Directory
Claire Casey
Dashboard

Dashboard Directory

The following links provide information and instructional guides for all aspects of the AuditComply homepage – this information does not relate to the various areas in the AuditComply menu (listed to the left hand side of the page). Assessment Performance...
June 9, 2025
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Report > Tasks
Claire Casey
Report > Tasks

Report > Tasks

This page serves as a central hub for all information and functionalities related to tasks, encompassing lists, archives and analytics. To access this section within the AuditComply system, click Tasks under the Report section. Task List Task Analytics Archived Tasks
June 9, 2025
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