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Duplicating a template

How to copy a template so you can vary it.

Written by Caim Hermoso

Who this is for: Needs Manage My Audit Templates.

  1. Open Audits > My Audit Templates.

  2. Open the ⋮ menu on the template.

  3. Choose Duplicate Template.

The copy is created in My Audit Templates as a new Draft, with the full configuration of the original. Edit it, set its own locations, and publish it when ready.

Duplicating is the right approach when you want a variant — a shorter version of a long audit, a site-specific version, or a starting point for a related standard.

If this doesn't work

  • No Duplicate option — you do not have Manage My Audit Templates.

Related: 2.7 Using templates across several locations · 2.10 Template versions, revisions, and editing a published template

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