Who this is for: Needs Manage My Audit Templates.
The builder's top bar depends on what you are working on.
Building a new template — the screen is titled Audit Template Builder:
Control | What it does |
Exit | Closes the builder. Changes are not saved unless you saved a draft or published first. You are warned if there are unsaved changes |
Save Draft | Saves your progress without publishing. Requires a Template Name. The template stays unusable for audits until it is published |
Publish Template | Validates, then publishes to My Audit Templates. If the global library toggle is on, also submits it to Sevron |
Editing a template that is already published — the screen is titled Edit Audit Template, and the top bar carries Exit and Publish Template. Changes to a published template are made live by publishing them, which raises the version. See 2.10 for what that affects.
While you are building something new, save a draft early and often. The only validation Save Draft applies is that the template has a name, so there is no reason to wait until the template is finished.
If this doesn't work
Publish is rejected — check the template has a name. See 3.18 for the other validation messages.
You lost work — Exit without saving discards changes. There is no autosave.
You were expecting Save Draft and it is not there — you are in Edit Audit Template, editing a published template. Publish the change, or Exit to discard it.
Related: 2.5 Publishing a draft template · 2.10 Template versions, revisions, and editing a published template · 3.18 Template Builder troubleshooting