How to edit an Audit Form Template
Applies to user roles: Account Owner
Available on platforms: Vatix Workspace web app
You can edit an existing Audit Form Template to update its name, sections, questions, response types, or required settings. To learn more about creating an Audit Form Template, read this article.
How to edit an Audit Form Template
- Go to 'Audits' in the left sidebar.
- Click 'Form Templates'.
- Open the Audit Form Template you want to update.
- Make your changes.
- Click 'Save'.
You can update:
- the template name
- section titles
- question text
- question order
- response types
- whether a question is required
To learn more about adding and managing questions, read this article.
Note: If a template has already been used in submitted Audits, any changes will apply to future Audits only. Previously submitted Audits are not affected.