Specify the recurrence schedule for an audit template

As an audit planner, you can set up a recurring schedule, such as monthly, weekly, daily, or hourly, to automate the generation of questionnaires as required.

Procedure

1. Open the audit template for which you want to specify the recurrence schedule.

2. Click Edit > Schedule tab.

3. For the Recurrence Type list, choose Fixed Interval.

4. Click Save.

Note If you do not see the schedule properties, click Attachments tab > click Schedule tab.

5. Click Edit again and modify the required properties. The available actions for related properties are as follows:

Options

Description

Time Scale

Specifies the recurrence duration of the audit template schedule, such as monthly, weekly, hourly, or daily.

Time Interval

Specifies the time span in days, hours, weeks, or months within which the next audit template should be generated.

Audit Time

Specifies the exact date and time when the audit template must be generated.

6. Click Save.The audit template is scheduled as per the specified time frame.

Note In case, you do not see your audit template at the scheduled time, contact your administrator. Your administrator will grant access to you to modify and schedule audit templates.