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Add Layout

This article explains how to add a new report layout to an audit template. The layout defines the structure and content of the report generated after completing an audit.

Step-by-Step Guide​

Requirements. You will need:

One of the roles:

  • Administrator
  • Template Management

Type of workspace:

  • Full workspace.

Step 1: Access the Audit Template​

  1. Log in to the system with the appropriate access rights.
  2. Go to the section "Audit Templates".
  3. Select the audit template to which you want to add a layout.

Step 2: Open the "Report" Tab​

  1. Open the template for editing.
  2. Navigate to the tab "Report".

Report tab in the audit template | AuditBLOOM

Step 3: Add a New Layout​

  1. Above the layout table, in the upper left corner, click the button "Add New Layout".

  2. A menu will appear with the following options:

    Menu for adding a layout | AuditBLOOM

  3. Select one of the first two options based on your needs:

    • Create Individual Layout: to create a layout that will only be used in this template.
    • Create Shared Layout: to create a layout that can be used across other templates.

Step 4: Enter the Layout Name​

  1. In the form that appears, enter the name of the new layout.

    Entering layout name | AuditBLOOM

  2. Confirm the action by clicking the "Save" button.

Step 5: The System Creates a Default Layout​

Once created, the system will automatically add the following default settings to the layout:

  • Enabled Checkboxes:

    • Audit Results
    • Scores
    • Questions with Violations
    • Questions with Answers
    • Footer (Page Numbers)

  • Dropdown Settings:

    • Tasks for Correcting Violations: Do not display
    • Photos: 4 photos per page
    • Dispute: Do not display

Step 6: Modify Layout Settings if Needed​

  1. Edit the layout if necessary, adjusting the settings according to your requirements.

Step 7: Manage Layouts in the List​

In the layout table, you can:

  • Set Default Layout: Check the corresponding box next to the layout.
  • Deactivate Layout: Uncheck the "Active" box to temporarily disable the layout.
  • Delete Individual Layout: Click the "Delete" button next to the layout.
  • Disconnect Shared Layout: Click the "Disconnect" button next to the layout.

Managing layouts in the list | AuditBLOOM