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When is this helpful?

When you have already performed an inspection and generated the report, but you would like to edit that audit form to perform another inspection later.

Note: We use the terms audit form/form/checklist/questionnaire interchangeably in this article.

🚨 Important: Once a form or checklist has been used to perform an inspection and generated a report, the system will not allow you to make changes to the questions, as this will alter the previous reports generated.

Because of this, the only way to make changes is to duplicate the question that requires changes and make the changes on the duplication. The old question can then be disabled from the menu.

Step 1: Log in to the admin portal: on a Desktop. Under ‘Setup’, select ‘Form Builder’.

Step 2: On the top-left, select the ‘Company/Department’ and then the specific form from their respective dropdowns.

Step 3: Find the question to which you wish to make changes.

Click on the 3 dots on its right and then select ‘Duplicate’ to clone the question.

Note: The cloned question appears at the end of that specific section. You can drag it to the desired position using the six dots on its left.

Step 4: Select the cloned question to display and edit its settings by clicking on it.

Then from ‘Basic Fields’ on the left, drag and drop the answer pattern or type you prefer for the cloned question.

Step 5: Edit the responses to the question using the ‘Responses’ section on the right. You can add, remove or edit the answer pattern here, including the scoring and the color options.

Then, click ‘Save’.

Step 6: Disable the previous question by switching the ‘Question’ status to ‘Disabled’ on the right.

Then click 'Save'.

Now it will not show up in the questionnaire/audit form any longer. This is a reversible action, so you can re-enable it at a later stage if needed.

Related Articles:

How to Create, Move, and Clone Questions

Can I create my own Checklist and add questions?

How to Edit a Response Type to a Question in a Form/Checklist?

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