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 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:
Choose, Customize or Create Audit Template
Setup your Area Locations/Branch/Store