Create an audit from an audit template

As an audit planner, you can create an audit based on an audit template.

The properties of the audit created are similar to the audit properties.

Example

A company in the semiconductor and high-tech electronics industry, conducts 5S audits daily, focusing on evaluating cleanliness within the manufacturing facility by inspecting workstations, production areas, and storage spaces. Creating an audit daily for this evaluation posses a challenge and results in inconsistent assessment. The audit planner creates an audit from an audit template to streamline the evaluation process. The created audit template provides a predefined checklist and autofilled entries for the required properties. The audit planner also schedule the audit template to reuse the audit multiple times.

Procedure

1. Open the audit template from which you want to create a new audit.

2. Choose More Commands > New > Create Audit from Template.

3. In the Save As panel, specify the required properties.

4. Specify the required properties in Advanced Copy Options, or retain the default values.

The available actions under Advanced Copy Options are as follows:

Actions

Description

Remove

Removes the property in the new audit.

Save As

Saves the same properties with reset values in the new audit.

Reference

Carries over the properties to the new audit.

5. Click Save As.