How to Create a Location Audit Template

An audit template is made up of sections of questions that are posed to the auditor each time they perform that particular audit. 

To create a new audit template:

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

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

3.    Click the green “+ Add Audit Template” option.

4.    Type in the name of your new audit template then click the green “Save” button. 

5.    Woven will navigate you to a page where you can start creating the contents of your location audit template. 

a. The first half of this page “Audit Template Details” contains general information on your audit. With appropriate permissions, you can edit the name of your template or add instructions to auditors who use your template.

b. The second half of this page “Audit Template Sections” is where you can build the sections of your audit template and write the questions that will appear in each section.

In the “Audit Template Details” of a location audit template, there is a field called “Restrict to Certain Positions.” Use this field to restrict team members from:

• Using this template to complete an audit.
• Seeing scheduled, ongoing, or completed audits with this template selected.

This is especially helpful if you have an audit template that should only be used and reviewed by select positions.

To use this field, first, check the box next to "Restrict Certain Positions". The “Positions With Access” field will then appear. Here, you can select positions.

6.    To create a new section in your audit template, select the green “+ New Section” option. 

7.    In the pop-up window that opens:

a. Name the section (we suggest naming the section based on the topic of the questions that you plan on including in the section)

b. Select the type of section you are creating. If this new section’s questions will relate to a particular physical area of a location (bathrooms, offices, etc.), select the “Location Physical Area Check” option from the “Type” drop-down menu. Otherwise, choose the “Standard” option.

c. Choose whether you want to require auditors to answer this section’s questions.

8.    When satisfied, click the green “Create Section” button.

PRO TIP: Not sure what kinds of physical areas have been defined in Woven? Go to the “Locations” option under the MANAGEMENT menu then click “Settings.” You’ll be navigated to the Locations “Settings” page where you can see a list of Physical Area Types.  Click the “+ Add Physical Area Type” to include more.

9.    With your new section automatically selected, you can:

a. Update the details of your section (edit your section’s name, change whether the section is required for auditors, add instructions to the auditor completing this section’s questions, and (if applicable) choose from a drop-down menu the types of physical areas that this section’s questions address).

b. Start adding questions to your new section.

PRO TIP: Whenever your template is used, a “Location Physical Area Check” type section will appear for each physical area type at that location.
For example, you created a “Location Physical Area Check” type section in your audit template and select “Bathroom” from the section “Physical Area Types to Include in Audit” drop-down menu. When an auditor starts an audit using your audit template at your location, Woven knows how many restrooms (physical area) are at your location because you have update this information in Locations. You've listed 2 restrooms, so the auditor will be prompted to complete the questions for each restroom. 

10.    To add questions to a section, first, make sure that you are in the desired section by noting which is highlighted. In the snapshot above, we are ready to add questions to "Office Review".

11.    Next, select the green “+ New Question” option which will open up a pop-up window.

12.    In the pop-up window, complete the open fields for:

• Question
• Type 
• Points
• Desired answer
• Instructions

13.    When satisfied, click the green “Create Question” button.

PRO TIP: There are four question types to choose from:

• Yes / No: the response options will be “Yes” and “No”
• Yes / Maybe / No: the response options will be “Yes,” “Maybe,” and “No.” The desired answer will award all points, “Maybe” will award 50% of the points, and the non-desired answer will award zero points for the question
• Always / Sometimes / Never: the response options will be “Always,” “Sometimes,” and “Never.” The desired answer will award all points, “Sometimes” will award 50% of the question’s points, and the non-desired answer will award zero points for the question
• Satisfactory / Needs Improvement / Immediate Attention: the response options will be “Satisfactory,” “Needs Improvement,” and “Immediate Attention.” The desired answer will award all  points, “Needs Improvement” will award 50% of the question’s points, and the non-desired answer will award zero points for the question
• Checkmark: the auditor can either check off the question or keep it unchecked
• Free Entry: the question is open-ended so that the auditor may type in their response. You may specify whether a text response is the desired answer or whether no response is the desired answer 
• Clean/Daily Use/Filthy: the response options will be “Clean,” “Daily Use,” and “Filthy.” The desired answer will award all points, “Daily Use” will award 50% of the question’s points, and the non-desired answer will award zero points for the question
• Rating 1-5: the desired response is 5. Selecting 5 will award 5/5 points. Selecting 4 points will award 4/5 points, and so on
• Range: the desired response will be within a range determined by the template creator. Full points will be awarded if the response falls within the range. Responses outside of the range will be awarded zero points.

14.    Continue adding questions for each section. 

15.    When finished adding questions to all sections and you’re ready to have the template available for  use, publish your audit template by first clicking on the yellow “Actions” button.

16.    Confirm your decision to publish the audit template by selecting the green “Publish” button.

18.    Your audit template will now be available to auditors.

PRO TIP: Want your new audit template to be the first audit template available to choose from? On the Location Audit “Settings” page, hover over the new audit template and select the “Make Default” option.