Who this is for: Needs Manage My Audit Templates.
Field | Type | Required | Notes |
Template Name | Text | Yes | Appears in the preview banner as you type. Character limit 150 |
Regulation / Standard | Grouped multi-select | No | Grouped into ISO Standards, Health & Safety, Environmental and Other. Selected standards show as removable blue pills. You can search by standard code |
Audit Type | Dropdown | No | Internal, External, Supplier, Site Inspection, Process, Compliance Review |
Description | Text area | No | The purpose and scope of the template. Character limit 1,000 |
Created By | Read-only | — | Filled automatically |
Date Created | Read-only | — | Filled automatically |
Choosing standards. A template can carry several. Tag every standard the audit genuinely assesses — the tags drive the library filters, the report filters and the reference code, so being accurate here pays off later.