Table of Contents
How to find the template library
When is this helpful?
When you would like to select an audit form/checklist from the GoAudits template library. The templates can be modified to meet your checklist needs.
How to find the template library
Step 1: Log in to the admin portal: https://admin.goaudits.com/ on a Desktop. Under ‘Setup’, select ‘Forms/Checklist’.
Step 2: You will be taken to the Template Library where you have the ability to search by different departments/industries.
Step 3: Use the Category dropbox to search templates by industry.
Step 4: Once you have chosen a template select Use This Template on the right-hand side of the screen. You will be re-directed to a new page where you can Edit any question from the checklist.
For further steps on how to customize the template you selected, click on Step 3- Configure the Audit using Form Builder
We are constantly adding new templates. In case you are looking for a specific template that we don't currently have available, please let us know on the live chat or by emailing us at support@goaudits.com
Related article:
Step 1 - Choose, Customize or Create Audit Template
Step 2-Setup your Area Locations/Branch/Store
Step 3- Configure the Audits using Form Builder