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Default Layout

The Default Layout is a report template that the system automatically uses for generating and distributing reports after an audit is completed. When a layout is set as the default, reports based on this layout are automatically sent to all responsible parties for the audited object without requiring additional configuration.

Using a default layout streamlines the report distribution process and ensures that all necessary individuals receive the report in a standard format.

Purpose​

  • Automated Report Delivery: Reports using the default layout are automatically sent to responsible parties after an audit is completed.
  • Standardized Reports: Ensures a consistent report format for all audits. Shared layouts can also serve as default layouts.
  • Simplified Configuration: Removes the need to manually specify recipients for each audit or layout.

How to Set a Default Layout​

Requirements. You will need:

One of the roles:

  • Administrator
  • Template Management

Type of workspace:

  • Full workspace.

Step 1: Access the List of Layouts​

  1. Log in to the system with the appropriate access rights.
  2. Navigate to the section "Audit Templates".
  3. Select the audit template for which you want to set a default layout.
  4. Open the tab "Report" within the template.
  5. Locate the table listing the available report layouts.

Step 2: Set a Default Layout​

  1. In the list of layouts, find the button with three vertical dots next to the layout name.

    Button with three vertical dots | AuditBLOOM

  2. Click this button to open the actions menu.

  3. Select the option "Set as Default".

    Set as Default option | AuditBLOOM

  4. Verify that the layout is set as default. A corresponding label will appear next to this layout in the table.

    Default layout designation | AuditBLOOM

Notes​

  • Only one layout can be set as the default for each audit template.
  • If you set a different layout as the default, the previous default layout will lose its status.

Key Points​

  • Automatic Delivery: Reports using the default layout are sent to responsible parties for the audit object without additional configuration.
  • Layout Recipients: In addition to the responsible parties, you can configure additional recipients within the layout on the "Recipients" tab.
  • Changing the Default Layout: You can update the default layout at any time by setting another layout as default.

Why This Matters​

  • Efficiency: Simplifies the report delivery process, ensuring that all necessary individuals receive the reports without extra steps.
  • Confidentiality: Controls which layout is used for automatic distribution, which is important for reports containing sensitive information.
  • Flexibility: Allows quick changes to report format and content by updating the default layout.

Notes and Tips​

Notes and Tips
  • Verify Layout Settings: Before setting a layout as default, ensure it contains all the necessary information and is properly configured.
  • Notify Colleagues: If you change the default layout, inform your colleagues to avoid misunderstandings.
  • Testing: It's recommended to generate a report using the new layout for previously completed audits to verify its appearance.

Frequently Asked Questions (FAQ)​

Question: Can I have multiple default layouts for a single template?

Answer: No, each audit template can only have one default layout.

Question: What happens to the previous default layout if I set a new one?

Answer: The previous default layout will lose its status, and reports will automatically use the new default layout.

Question: Can I remove the default designation from a layout?

Answer: You can assign another layout as the default, which will automatically remove the default status from the previous one.

Question: Will users not listed as recipients receive the default layout report?

Answer: Yes, the default layout report is automatically sent to all responsible parties for the audited object, even if they are not explicitly listed as recipients in the layout.

Question: How are responsible parties for the audit object determined?

Answer: Responsible users are set in the audit object configuration and can include individual users or user groups.

Question: Can I set a shared layout as the default layout?

Answer: Yes, shared layouts can be set as the default layout for a specific template.

Question: Does changing the default layout affect reports for past audits?

Answer: No, past reports remain unaffected. However, you can manually generate reports using the updated layout for previously completed audits from the audit list.

Question: Do I need to configure recipients for the default layout?

Answer: Not necessarily. Reports using the default layout are automatically sent to the responsible parties for the audit object. However, you can add additional recipients in the layout settings.