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Manage audit sections

In this article, we explain how to manage the sections in an audit.

Donna Parker avatar
Written by Donna Parker
Updated over 3 weeks ago

Audit sections allow you to organise your audits questions into a structured way, making it easier to follow and complete.

You can create, rename and delete sections, and move questions between sections to give you control over your own audit layout.


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Create a new section

To get started creating a section, follow these simple steps.

  1. From the left menu, click Admin.

  2. Under Audits, click Manage Audits.

  3. Use the Select Folder drop-down to locate the audit.

  4. Locate the audit, then click the edit iconnext to it.

  5. Scroll down and click Configure sections.

  6. Click Configure Sections again.

  7. Type in a Section Name and then a Section Short Name.

  8. Click Save Settings.


Rename a section

If you need to update a section's name, follow these steps.

  1. From the left menu, click Admin.

  2. Under Audits, click Manage Audits.

  3. Use the Select Folder drop-down to locate the audit.

  4. Locate the audit, then click the edit iconnext to it.

  5. Scroll down and click Configure sections.

  6. Locate the section, then click the edit icon

    next to it.

  7. Edit either Section Name or the Section Short Name.

  8. Click Save and close the box.

  9. Click Save Settings.


Delete a section

To delete a section, it needs to be empty. If it contains questions you'll first need to move them into another section or delete the questions first.

  1. From the left menu, click Admin.

  2. Under Audits, click Manage Audits.

  3. Use the Select Folder drop-down to locate the audit.

  4. Locate the audit, then click the bin iconnext to it.

  5. Click Yes.

  6. Close the box, then click Save Settings.


Move a question between sections

You can move a question between sections at any time.

  1. From the left menu, click Admin.

  2. Under Audits, click Manage Audits.

  3. Use the Select Folder drop-down to locate the audit.

  4. Click the Edit button next to the audit you wish to amend.

  5. Scroll down to the questions, then locate the question.

  6. Click the pencil iconnext to the question.

  7. Use the Section drop-down box to select the section.

  8. Scroll down and click Save.

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