Skip to main content

Merge audits

In this article, we explain how to include multiple audits into one.

Donna Parker avatar
Written by Donna Parker
Updated over 2 weeks ago

Managing multiple daily audits can be time-consuming. You can’t merge existing audits in the system as there’s no built-in feature for that. But there’s a workaround to create a new audit and use sections to include content from each of your existing audits. This lets you manage everything in one place without losing any detail. Here’s how to set it up.

Step one: Create a new combined audit

First, create a new audit which will combine the existing audits.

  1. Fro the left menu, click Admin.

  2. Under Audits, click Manage Audits.

  3. Click Add Audit.

  4. Fill in the Audit name and Description.

  5. Tick the required audit settings.

  6. Click Save settings.

Step two: Set up sections for each audit

Next, create folders and sections to help organise content from each audit separately within the new audit.

  1. Click Configure sections.

  2. Click Add folder twice.

  3. Name your folder and Save.

  4. In the folder dropdown, choose the new folder.

  5. Click Configure Sections.

  6. Add a Section name and Short name for each part of your old audits.

  7. Click Save.

Repeat for each section you need.

Step three: Add questions to each section

Finally, add the questions from your existing audits into the new setup.

  1. Click a section.

  2. Click Add New Question.

  3. Fill in:

    • Question ID

    • Question type

    • Question text

    • Answer options

  4. Click Save.

Repeat until all questions are added.

Did this answer your question?