Creating Audit Templates

Before using audit templates on audits, you must first make one.

You can import an audit template when creating an audit, which automatically adds the included controls.

To create an audit template:

1. From the Compliance 360 sidebar, go to Audit Documentation > Audit Templates.

2. Click Create Audit Template.

3. In the Primary Information section:

   1. In the Template Name field, enter a unique name for your audit template.

   2. In the Template Description field, enter a brief description for your audit template.

4. In the Audit Controls section:

   1. In the Audit Control ID field, enter a unique and alphanumeric ID for an audit control.

   2. In the Title field, enter a title for the audit control.

   3. In the Description field, enter a description for the audit control.

   4. Click Add.

   5. (Optional) To add another audit control, repeat steps 4a to 4d.

5. Click Save.

   To save the audit template and create a new one, click Save and New.

Note:

If you created a new audit template and have already applied filters to the Audit Templates list page, you must click Apply Filters again to update the list and display your newly created audit template.

For more information, see Applying Filters to the Audit Templates List.

For instructions on importing an audit template to your audit, see the step 3 of the procedure in Creating Audits.

Related Topics

• Importing Audit Templates as CSV files
• Audit Templates List Page
• Applying Filters to the Audit Templates List
• Audit Templates

General Notices