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Adding a library template to My Audit Templates

How to bring a global library template into your organisation's collection.

Written by Caim Hermoso

Who this is for: Needs Manage My Audit Templates.

  1. Open Audits > Audit Templates.

  2. Find the template you want.

  3. Open the ⋮ menu and choose Add to My Audit Templates.

  4. When prompted, choose the location or locations the template should be saved to. A template can be linked to more than one.

  5. Confirm.

The template now appears in My Audit Templates — as a Draft. It cannot be used to schedule or conduct an audit until it is published. See 2.5.

If this doesn’t work

  • No Add option in the menu — you do not have Manage My Audit Templates.

  • A location you need is missing — you do not have access to it. Ask your administrator.

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