Audit Hub - Audit Templates
This video demonstrates how to save an audit as a reusable template in Audit Hub and then use those templates to quickly build and populate an audit schedule.
Transcript
How to set up an audit is covered in another video, but for this video we're going to look at how to make an audit into a template. So once we've input all the information needed, there's an option in green at the bottom here that says save as new template. So if we select that, it now tells us the template has been saved.
Add first audit, then from the bottom left corner select pick from template, and you can see that our new template is now available here to use. All we need to do now is complete the audit details, put our start date, our order there, and press done. This is now populated our calendar.
Using template audits is a quick way to build your schedule. If we click the green plus icon and again pick from template, we can add a couple more. As you can see, this is now populated our schedule with the audits we have selected. Once you're happy, click release schedule to make your schedule live.
Transcript generated from the video's captions.
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