Getting started with Audit Form Templates

Applies to user roles: Account Owner

Available on platforms: Vatix Workspace web app

Audit Form Templates define the structure of an Audit. They contain the sections, questions, and response types that auditors work through when completing a form.

Templates are created once and then reused each time that Audit is carried out. This helps keep Audits consistent across teams, Sites, and recurring checks.

Audit Form Templates can include:

sections to organise the form into logical parts
questions for the auditor to answer
response types that define how each answer is captured
required questions that must be completed before submission

Note: Before auditors can use an Audit Form Template, it must be published.

How to access Audit Form Templates

Go to 'Audits' in the left sidebar.
Click 'Form Templates'.

From here, you can create, edit, duplicate, and delete Audit Form Templates.

Templates are useful for:

recurring inspections
site checks
safety Audits
compliance reviews
standardised internal processes

Note: Unpublished templates are not visible to users completing Audits. Make sure you publish a template before expecting users to access it.