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How do I create an audit template?

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It’s possible to create a template from scratch for an audit, or copy one.

Here’s how it goes:

  1. Log into web.edcontrols.com ;
  2. Choose a project;
  3. Select the ‘Templates’ tab;
  4. Click ‘New group’;
  5. Enter a group name;
  6. Select ‘New template’.
  7. Name your template;
  8. Fill in questions and categories.

Tip: Save your template as a draft. The template will not be visible for others, but it will be saved. After publishing, the template will be visible and usable on the tab ‘Audits’.

You can also copy and customise an existing template and/or import a group of templates. There are three ways to do that.

Import a group of templates:

  1. Click the group to which you want to add a template, or create a new group. At the top of the image, the option ‘import templates’ will appear;
  2. Click ‘import templates’;
  3. Select the project from which you want to copy a template;
  4. Select the group from which you want to copy a template;
  5. Tick the template in question;
  6. Click the ‘Import’ button in the upper right corner.

You have now successfully imported a template from another project.

Copying a template:

You can copy a template within your project. There are two ways to do this.

Method 1

  1. Click the group in which you want to add a template. You’ll see a list of templates that are already included in that group;
  2. With each template, you can see two dark blue squares on top of each other. Click on them. The template is now being copied;
  3. The template will open automatically: change the name so the template is recognisable;
  4. Carry out any other changes;
  5. Click ‘publish’ or ‘save as a draft’.

You have now successfully imported a template from another project. After you click ‘publish’, you can still make changes and save the template once again.

Method 2

  1. Click the group in which you want to add a template, or create a new group;
  2. Click ‘New template’. The ‘copy template’ button will appear at the top right of the page;
  3. Choose the group from which you want to copy a template;
  4. Select the template in question;
  5. Drag the questions you want into the new screen
  6. Click ‘publish’ or ‘save as a draft’.

After clicking ‘publish’, you can still make changes and save your template once again.

Template management can be easily set up by using a Master Project. For more information, contact your account manager.

Updated on 16-03-2021

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