Creating/Using Form Templates for Audits

For audits, two of the text block sections (Audit Report Body and Audit Report Closeout) allow you to use Form Templates. When selected, these templates will populate all configuration settings and text values within the specific text block. Overall, form templates can significantly improve the time required and accuracy when completing issue investigations. 

Creating & Updating Form Templates

From the Main Dashboard, navigate to Settings - Administration:

Click Configuration on the left hand side. Next, select the Form Templates tab:

Either click create new or select an existing template to edit from the drop-down menu:

When selecting an existing template to edit, you will land on the screen below:

When creating a new template, you will land on the screen below:

Using Form Templates

When you are working on an audit, to use a form template, you will need to:

1. Navigate to either the Audit Report tab or Audit Close Out window.

2. Above the text block, click the Insert Template hyperlink, then choose the correct template. The text block should automatically update.

If you select the incorrect template, you will need to delete all text from the text block before selecting the correct template.