Who this is for: All users. No permission required.
You can start a request from two places:
Click here above the filter panel in the Audit Template Library — offered for when a search returns nothing suitable.
The request one to be created link on the Find Template step, when you are creating a new audit.
Complete the form:
Field | Required | Notes |
Template Name | Yes | What you want it called |
Regulation / Standard | Yes | Includes an Other / Custom option |
Audit Type | No | Internal, External, Supplier/Vendor, Site Inspection, Process, Compliance Review, Other |
Description | Yes | Purpose, what it should cover, and any specific clauses or requirements |
Additional Notes | No | Industry specifics, preferred format, anything unusual |
Sample Template Upload | No | An existing document to work from. Max 25 MB |
If you upload a sample, check the confidentiality option. Leaving it ticked keeps your sample private to the build; unticking it allows the resulting template to be added to the public library for other customers.
On submit you see a confirmation and the request appears in the My Template Requests tab.