How do I use an audit template in Eziclassic?

For help using an audit template in EziClassic, watch the instructional video, or alternatively, follow the steps below:

Step-By-Step Guide

If you still need help, follow the steps below:

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; the items added when creating the template will be used.

It is also possible to clone an audit. To do so, please follow the steps below:

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

If you're still having trouble, feel free to contact support with the details mentioned above. We're here to help!