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How to use an audit template in Eziclassic

Updated over 3 months ago

Transcript:

Click on Maintenance

Click on Audit Maintenance

Click on Use Template

Select the template from the drop down

Click Create

A pop up will appear.

Select the site from the drop down

If this is for a specific employee, select from the drop down, otherwise leave blank

Select the Start Date

Click Create

The items can be edited by clicking on Maintain Items, otherwise the items added when creating the template will be used.

It is also possible to clone an audit.

From the list of audits, click Clone next to the one required

Enter in the audit name

Select the site from the drop down

If this is for a specific employee, select from the drop down, otherwise leave blank

Select the Start Date

Click Clone

The items can be edited by clicking on Maintain Items, otherwise the items added when creating the audit will be used


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