Overview of audits
Under audit settings you can see a comprehensive list of the audits you have created. The list consists of the audit name, associated compliance areas, type, activation date, version and status. If you wish to see archived audits, simply toggle to "Archived" at the top of the list.
Audit status
An audit can have one of three statuses:
- Draft: An audit is a draft until it is activated. A draft cannot be send to repsondents.
- Active: When a draft is activated it will change status to "Active". Active audits can be send to respondents. Active audits are locked and cannot be edited. If you want to edit an active audit, you will have to create a new version or a copy of the audit.
- Archived: You also have the option to archive an audit. Only active audits can be archived. Once an audit is archived, the status cannot be modified, and consequently, you will be unable to send out this particular audit. It’s important to note that if there are any ongoing questionnaires associated with the audit, they can still be answered. To access archived audits toggle to "Archived" at the top of the audit overview.
Copy template
You can also create a copy of an audit that you previously created. This way you don't have to start from scratch and the questions, branching logic, sections and other design setting are transferred to the copy. Copy a template by following these steps: Click the three dots menu on the template you want to copy, select "Copy," give your new template a name, and click "Copy" to create the template."
Version
An audit has an automatic version specified. The first version is called "1", the second version "2" and so on. Adding a new version, instead of a copy, can for example make sense if you have to correct any grammatical errors or change the text of a question or a possible answer. The new audit will be linked to the original audit, whereas a copied audit will be independent and not linked to the original audit. If you want to edit an audit with the status “Active” a new version must be created. The new version is a draft until it is published. When it is published the old version will automatically be archived. You can still access the old version and see responses related to the old version. To create a new version: Click the three dots menu on your template, select "New version," then click "Create new version" in the dialog box.
