Table of contents:
When is this helpful?
When you want to edit form details such as name, short name, the person-in-charge, signature in-app, template logo, etc.
Editing a form
Step 1: Step 1: Log in to the admin portal: https://admin.goaudits.com/ on a Desktop. Under 'Setup', click on 'Forms/Checklists'.
Step 2: From the dropdown at the top, select the company in which you wish to edit the specific form.
Step 3: Click the 3 dots and select 'Edit'. You will be taken to the Edit form page.
Step 4: Enter the details you wish the change. You can change the following details:
Form/Checklist name
Template logo
Short name
Person in charge
Signature in-app
On this screen, you can also add or edit the score range in your audit form. You just have to click the 'Add/Edit Score Range' button on the top-right.
Related: How to Add/Edit Score Range?
You can even edit an assignee or add multiple assignees with the help of the 'Manage Action Plan Assignees' button.
Step 5: Once you're done, click 'Save' to save all your changes.
From a mobile device, click on 'Import Settings' to re-import the latest changes made in the Admin Portal.