Skip to main content

Setting evidence requirements per template and per clause

How to require evidence, choose what kind, and require a photograph.

Written by Caim Hermoso

Who this is for: Needs Manage My Audit Templates.

Evidence is configured in ③ Checklist Columns, under EVIDENCE REQUIREMENTS. Switch on the Evidence / Notes column and the controls appear beneath it.

Template-wide settings:

Setting

Options

Effect

Objective Evidence

Optional / Required

When Required, the auditor must record objective evidence

Photo

Hide / Optional / Required

Controls whether a photograph can be attached, and whether one must be

Evidence type

Chips for Document, Observation note, Test / measurement and Interview note

Guidance only

Evidence type is guidance, not a rule. The panel says so: "Guidance for the auditor on what to collect. Not enforced." The chips tell the auditor what kind of evidence you expect; nothing stops them recording something else. Objective Evidence and Photo are the settings that actually hold the audit up.

Per-clause settings. Every clause row carries the same controls, so a single clause can demand more than the rest of the template. Use this where one clause carries more weight — requiring a photograph on a fire door inspection clause, for example, while leaving the rest of the audit on the template default. A clause that has not been changed shows Following template default.

Audit Settings → Records & Findings confirms the same arrangement at company level: evidence requirements are set on each template, and can be overridden per clause.

What this does during the audit. Where evidence is Required, a finding cannot be completed without it — and an audit with an incomplete finding cannot be published.

Set this deliberately. Requiring evidence on everything produces better audits and slower ones; requiring it on nothing produces findings that will not stand up to challenge.

Related: 0.5 What "objective evidence" means · 6.6 Adding evidence, notes and photos · 7.13 Finding problems

Did this answer your question?