Templates

Additional Template Settings: Reports

Here you will find several options to customise your template’s report settings. By default, the two following settings are already enabled: To add more options, simply click on the box next to the ones you want. If you want to...

July 23, 2025

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

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

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

Templates

Additional Template Settings: General

This section covers general settings that apply to the template, influencing how audits behave when being completed, on completion or when they become overdue. To locate general settings within the template builder page, click the Settings tab. General settings are...

July 17, 2025

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

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

Templates

Templates: Additional Elements

To enhance your requirements, you can add extra elements based on your specific needs. At the bottom of the right-hand side of the requirement you wish to modify, click the Add Element button. A dropdown menu will appear, displaying all...

February 28, 2025

Templates

Templates: Building a Template

Here you can begin to build your template by adding requirements and questions. Click the Add a Section button. This creates a container for your related requirements, starting with Section 1. Think of sections folders that help you organize your...

February 21, 2025

Templates

This section allows you to view, create and edit templates. Your ability to perform these functions depends on your user role. To view your templates, navigate to Templates under Assessments on the Dashboard. All active and archived audits are available...

February 14, 2025

Category: Templates

Additional Template Settings: Reports

Additional Template Settings: App

Audit Preview

Template Version History

Additional Template Settings: General

Template Builder: Settings Menu

Template Directory

Templates: Additional Elements

Templates: Building a Template

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