Who this is for: Needs Manage My Audit Templates.
Six optional fields sit below the fixed ones in ② Audit Details. Switch on only what the audit genuinely needs — every field you add is one more thing the auditor has to complete.
Field | Switch it on when |
Business Context | The audit covers a specific business unit and the reader needs background on it |
Scope | You need a formal boundary statement — what is and is not covered |
Audit Period | The audit covers a date range rather than a point in time — for example Q1 2026 |
Auditees | You need a record of who was audited or spoken to — common in certification audits |
Audit Methodology | It matters how the audit was done: interview, document review, site walk, or a mix |
Risk Rating | You classify the subject area's risk before auditing it, to help prioritise |
Each field you switch on appears immediately as a blue chip under OPTIONAL FIELDS in the live preview, so you can see the auditor's view of the form as you build it.
A practical starting point: for a certification-style internal audit, switch on Scope, Audit Methodology and Auditees. For a short site inspection, leave them all off.
Related: 3.7 The fixed fields · 6.3 Completing Audit Details