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Creating/Managing Audit Templates
Creating/Managing Audit Templates
Jeanette Wilson avatar
Written by Jeanette Wilson
Updated over 6 months ago

Last Updated: 10/28/2024

NOTE: Only administrator users have the ability to add/edit audit templates.

NOTE: Safety Audit, Quality Audit, and Lock Out Tag Out Procedures Templates are located in their own separate sections.

NOTE: The instructions in this article apply to all audit types. Safety Audit Templates will be the example used.

Creating a New Audit Template

  1. Log in on the web at https://www.ireportapp.com/login

2. Select the company level and navigate down to Audits and select either Safety Audit Templates, Quality Audit Templates, or Lock Out Tag Out Procedures Templates.

3. Depending on which you need, this will take you to the Templates list page. Here you will:

  • See the list of all previously-created audit templates

  • Create audit templates

  • Duplicate existing audit templates

4. To create a new audit template, click in the top right corner where it says Page Actions. You will then select Add Audit Template.

5. You will then be taken to the Create New Template page. Each template will include:

  • Title (A required field, be clear and concise as this title is reflected in Analytics)

  • Description (this is only visible to admin users, to help you differentiate between templates)

  • Instructions (This will display to the employee performing the audit)

  • Allow Bulk Actions (Checking this box will allow users to mark whole sections as √, X, or N/A)

  • Require Photos for Unacceptable Items (Checking this box will require users to supply a photo of the question marked with X)

  • Require Notes for Unacceptable Items (Checking this box will require users to supply notes on the question marked with X)

  • Require Corrective Action for Unacceptable Items (Checking this box will require users to assign a corrective action for the question marked with X)

  • Add Section (Located in the bottom left corner of the screen. One section is required for every audit, but you can add as many sections as needed to your audit)

  • Move Section (You can arrange each section as needed using the up and down arrows)

  • Options (section) (for cloning or deleting a section)

  • Section Type: can be either Informational or Scorable.

    • Informational sections cover a wide variety of items you may need to record in the Audit.

    • Scorable sections cover the items that you are checking to ensure Safety or Quality.

    • All Sections can support Dropdown, Multiselect, Text Field, Employee List, Table, and Signature question input types.

6. Fill out the Safety Audit Details per your audit’s requirements. Audits require the following:

  • At least one Section

  • At least one Question per section

    • NOTE: All Audits require One Scorable section with at least One Yes/No question.

  • If you need to add more questions, click on either Add Row or Add 5 Rows.

  • Repeat Step 6 until all sections and questions have been entered and you are ready to save.

  • Below is an example of a completed Safety Audit template before saving:

7. If you are satisfied with the template you have created, then hit the green Create button at the bottom of the page!

8. You will then see your audit on the Safety Audit Templates list page, and it is available to be assigned to employee(s) or to a QR code for on-demand completion.

Managing Existing Audit Templates

  1. If you ever need to edit questions, adjust the required actions, duplicate an audit template, or delete an audit template, you will go once again to the Safety Audit Templates list page as described in steps 1-3 in the above section

2. The editing and deletion of audit templates is done within the audit template itself. Find the audit template you wish to work on and click into it.

3. Once in the template you wish to work on, click Page Actions -> Edit Template:

4. With the template unlocked, you can edit a number of things:

  • Title, description and instructions.

  • Bulk Actions

  • Types of required actions (photos, notes, and corrective actions)

  • Add sections

  • Add/remove questions (Add Row,Add 5 Rows)

  • Edit section titles/Delete sections

  • Edit question text

5 . If you need to delete a section, simply click Options -> Delete Section. .

6. If you need to duplicate a template, select Duplicate Safety Audit Template under Page Actions. You will then be able to edit the template as described above.

NOTE: The duplicated template title will be shown as "_________ - Copy". Be sure to name the duplicated template in a way that best reflects your organizational goals.

7. You can Archive a template as well. From the main Audits page (example Safety Walks), check the box next to the template, then under List Options select Archive Templates.

8. If you need to delete an entire audit, click Page Actions -> Edit Template in the top right corner of the template you wish to delete:

Repeat to then select Delete Template

8. Click there and you will be asked to confirm your action. Once confirmed, the template will be deleted and you will be taken back to the Safety Audit Templates list page.

For any questions, please don’t hesitate to contact Customer Success using one of the following methods:

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