Revising an Audit Template

Revising an Audit Template

To revise an audit template:

1.    Click “Location Audit” from under the “MANAGEMENT” menu.

2.    Click the “Settings” option next to Audit Insights on the Location Audit Management page.

3.    Select the audit template that you want to revise.

4.    Select the blue “+ Add Version” button in the upper right-hand corner.

5.    Select the green “New Version” button to confirm your decision to create a new version of the audit template.

6.    Make the changes to the audit template.

PRO TIP: If you change the wording or the desired answer to an existing question, Woven will ask if you are making a significant change to the question. If you confirm that it is a significant change, past responses to the original question will not appear after the auditor responds to the updated question. Typically, Woven shows the last six responses to the question after an auditor answers a question, but the trend data is no longer useful if the question has been significantly changed and will start new with the updated question response.

7.    When satisfied with the changes, select the blue “Publish” button in the upper right-hand corner of the Audit Template Details.