Who this is for: Needs Manage My Audit Templates.
Locations — the locations this template is saved to, set in the Locations panel at the top of the builder's right-hand column. This controls where the template can be used and sets the default location when someone schedules an audit from it. Remember that a template across several locations is one shared record — see 2.7.
Version and Reference are read-only metadata. They sit in the metadata block under the Global Template Library card, alongside Created by and Date created, and the system maintains them for you.
Field | Before the first publish | After publishing |
Version | Draft — not yet published |
|
Reference | Assigned on publish | A generated code, for example |
The reference matters more than it looks. It is the stem every downstream code derives from: the audit record reference, then the finding references and root cause references all build on it. A template referenced ISO14S001 produces audit records and findings that trace visibly back to it.
Whether references are generated at all is a company-wide setting rather than a per-template one — see 10.8.
Related: 2.7 Using templates across several locations · 7.3 Understanding finding reference codes · 10.8 Reference codes