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Planning an audit from a template

To plan an audit from a pre-configured template, on the main screen toolbar, click on the arrow next to the button and select the Add audit from template option:

At this point, the system will display the screen to add the audit from a template. Use the search field on the upper part of this screen to locate the desired template more easily:

Position the mouse over the desired audit template and click on the button. At this point, the data screen of the audit data will be displayed so that the remaining information is filled. See the details on how to edit/fill out the remaining audit data in the Editing the audit data section.

After that, save the record, but do not close the data screen. At this point, the other sections will be enabled to be filled out. Refer to the Editing a template section for a detailed description on the other fields of the audit data screen.