The custom audit module can be used for various purposes, such as:
- Vendor screening
- Vendor assessment
- Vendor security assessment
- Data Privacy and Protection Assessment
- DPIA
- PIA
- Internal policy compliance checks
- And much more...
To create a new audit template go to Settings > Visit audits. Now choose “Create new template”. Provide a template name, a template description (optional) and specify the compliance areas that the audit should cover (optional). Select whether the intended usage of the template is for internal use within your company or for distribution to external parties. Lastly, specify whether the template should include a score based on the recipient’s responses. You can read more how to create an audit with score here: Create audit with score.
Following creation, you can now add a titel and description to your audit, which will be visible to the recipient.
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.
Questions
A question consists of an autogenerated number, a title, a description (optional) and a question type. Adding questions you can choose between four different question types: Multiple choice, checkboxes, text field and date.
- Single select: Respondents can select one answer from the list of answer options (Selected by default)
- Multiple select: Respondents can select multiple answers from the list of answer options
- Text field: Respondents can write a text to your question
- Date: Respondents can enter a specific date
- File upload: Respondents can upload a file.
You can switch the question type using the dropdown menu to the right of the question text.
Add a new question by clicking the button "New question" at the bottom of the page or click the plus icon within a question. If you click the button the new question will appear at the bottom of the page, while clicking the plus icon will insert the new question right below the one you have inserted it from.
Sections
If you have a long survey, you can break it into multiple sections. The section function helps you to organize the audit, so it is easier for the respondent to answer and get an overview of the audit structure. A section therefore consists of one or more questions. Questions in the same section will appear on the same page in the respondent view. Furthermore, you have the option to choose a different colour for each section.
Add description to a question
Click on the three green dots in the bottom right corner of the question and choose “Description”. Now you can add a description to the question under the question title.
Add comment as answer option
Click on the three green dots in the bottom right corner of the question and choose “Add comment”. The respondent can now add an optional comment to the question asked.
Add recommendation
Click on the three green dots in the bottom right corner of the question and choose “Recommendation”. Now a new column named “Recommendation” will appear. Add recommendations to the relevant answer options. If an answer option with a recommendation is chosen, the recommendation will be shown in the audit report.
Add branching logic (Single select)
You can also add branching logic to your audit. Branching is a functionality that changes what question a respondent sees next based on how they answer the current question. The branching creates a custom path through the audit that varies based on a respondent's answers. You can make branches to questions within the same section or to the first question in another section. Click on the three green dots in the bottom right corner of the question and choose “Add branching”. Now a new column named “Skip to” will appear. Choose what question each answer option should skip.
Move a question
You can move a question to another position in the audit. Click and drag the question to the desired position in the survey. If the question has a branching logic applied, make sure to test the logic paths thoroughly before sending the audit to your respondents. If you move a question with a branching logic, so that an answer option is set to skip to a previous question, the branching will not be enforced in the answer. If this happens a warning will appear.
Required question
You can make any question in your audit required so that respondents must answer it before they can submit the audit. By default, required questions are marked by an asterisk (*).
Copy question
Copying a question will create a duplicate version of the question in the same audit. If you copy a question the new question will appear right below the question you have copied. Branching logic from the original question will also carry over to the copied version.
Delete question
Click the question you want to delete and click the trashcan icon. Deleted questions cannot be restored.
Next up
Now it is time to preview and test your audit before publishing. Read more here: Preview, test and publish audit.
You can also get to know more about audit administration here: Administration of audits.