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How To Use An Audit Template
How To Use An Audit Template

You created an audit template. Now how do you start using it?

Jason Breault avatar
Written by Jason Breault
Updated over 8 months ago

Step 1: Navigate to "Audits" -> "Templates"

If you're not already there, navigate to 'Audits' -> 'Templates' in the left navigation bar.

Step 2: Click On The Action Menu Next To The Audit Templet You'd Like To Use And Select 'New Audit'

Once there you'll need to click on the 3 dot button in the same row as the audit you want to create a template from, then select 'New Audit'.
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Step 3: Select A Property From The Properties Dropdown Bar

Select a property from the properties dropdown bar. From there it should populate all of the tasks from your audit template into a full audit. After that you'll just need to click the 'Save' button in the top right corner and the new audit you've created from a template will show up in manage audits.

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