How do I create/modify an audit template?

It is possible to create a template for use in an audit. It is also possible to copy or import templates. The creation of a template is only possible through the web environment: web.edcontrols.com

New template

1. Choose a project;
2. Select the "Templates" tab;
3. Select "New template.
4. Select the group you want to add the template to or click 'new group';
5. Name your template;
6. Add categories and questions (note that you also need to name the category, you can do this by double clicking on 'category name');
7. If necessary, tick in the template that it should be an object audit. If this is not checked, the audit will start as an area audit by default.

Import from other project

1. Click the group in which you want to add a template, or create a new group;
2. On the top right of the screen the option 'Import templates' will appear, click on this;
3. Select the project from which you want to copy a template;
4. Find and select the group from which you want to copy a template;
5. Tick the desired template or templates;
6. Click 'import' at the top right.

Import from current project

You also have the option, when creating a new template, to copy categories and questions from other templates in the current project. Here's how it's done:

1. Click on 'New template' or select the template you want to add parts of another template to;
2. Click on "Copy template.
3. Select the template group from which you want to copy questions/categories;
4. Select which categories and questions you want to copy to your new template;
5. Click on "Add.
6. The selected categories and questions are now in your new template;
7. Further customize the template as desired;
8. Save the template in draft form or publish it immediately.

Change

1. Open the "Templates" tab;
2. Find the template in which you want to make changes;
3. Hover over this template with your mouse, and select the 'pen' icon on the right;
4. Modify the template and save it.

Note: Changes to the template will only become visible when creating a new audit based on this modified template.

Duplicating categories and questions

Do the same parts keep coming back in your audit template, such as several façades, identical floors or a series of similar rooms? Then you no longer need to enter those questions again. Duplicate a whole category or a single question and only change what is different. You do this in the web version, just like creating an audit template.

Duplicating a category

1. Open your audit template via Templates and click the pen icon.
2. In the category header, click Duplicate category.
3. The copy appears directly below the original, named "[category name] (copy)". You can rename it right away.
4. Save your audit template.

Duplicating a question

1. Click Duplicate question next to the option to delete the question.
2. The copy appears directly below the original, in the same category.
3. Does the question belong in another category? Drag it there.
4. Save your audit template.

What is copied? Everything that belongs to the question or category: the question text and formatting, the answer type, the answer options with their order, colours and attachments, the mandatory proof settings (ticket or attachment), the N/A setting, the text boxes in the category and the setting that allows the category to be copied during an audit.

Tip: Save your template as a draft in between. The template is then not visible to others, but it is stored. Only after publishing does the template become visible and usable for Audits.

Tip: Managing templates can be made easier by using a Master Project. Here all templates can be maintained in 1 place. For more information, contact your account manager.