Audit Templates vs. Audits

As of May 2020, Simplifya's Audits module gives you the ability to create Audit Templates.

To jump ahead to the specific use cases for Audit Templates:

• "I want to design a re-usable audit for a single facility." 
• "I want to create a brief monthly regulation-based audit." 
• "I want to create a company-wide or role-based training audit." 

What is an Audit Template?

An Audit Template is a set of questions that can be re-used over multiple audits. Audit Templates:

1. Save you time in the set-up and assignment of audits
2. Help you create a baseline set of questions that can be used over time
3. Make use of Simplifya and/or custom questions (see: Content Types)
4. Can be created from an existing audit
5. Can be fully customized by muting questions you don't want to answer

For more on working with Audit Templates, see: Creating and Editing Audit Templates.

When to create an Audit Template vs an audit

Since audit templates allow you to assign audits with questions already muted and/or re-ordered, they reduce audit completion time while allowing you to highlight only most relevant questions for a license or location. 

Here are some examples of when you might want to create an Audit Template.

"I want to design a re-usable audit for a single facility." 

With an Audit Template, you can save the time on building a repeatable audit for a single facility, including:

• Reordering the audit questions to match the facilities layout.
• Muting questions that need to be answered on a less frequent basis.
• Adding custom questions (via Question Groups) that only pertain to that facility or state.

"I want to create a brief monthly regulation-based audit." 

With an Audit Template, you can create and assign audits with ONLY the most important and frequently changing compliance questions, including:

• Muting questions or entire categories, leaving on the most pertinent questions for your monthly checks.

"I want to create a role-based training or comprehension audit." 

With an Audit Template, you can create and quickly assign audits to test or train users, including:

• Customizing a Question Group to ask users a set of proprietary custom questions.
• Re-ordering or muting questions based on an assignee's particular set of responsibilities.