Skip to main content

Deleting a Category

This article explains the process of deleting a category in an audit template. Deleting a category may be necessary if it is no longer needed or was created by mistake. It is important to note that when a category is deleted, all questions within it will also be deleted.

Deleting a category in an audit template | AuditBLOOM

Requirements. You will need:

One of the roles:

  • Administrator
  • Template Management

Type of workspace:

  • Full workspace.

Step-by-Step Guide​

Accessing the Audit Template Editor:​

  1. Log into the system and navigate to the "Audit Templates" section.
  2. Select the template where you want to delete a category and open it for editing.

Deleting a Category:​

  1. Locate the category you wish to delete in the template structure.
  2. Click the delete icon, located to the right of the category name.
  3. Confirm deletion:
    • The system may prompt you to confirm the deletion of the category.
    • Provide a positive response to proceed with the deletion.
  4. Save changes:
    • Once the category is deleted, the audit template is saved automatically.

Notes and Tips​

Notes and Tips
  • Caution when deleting: Remember that deleting a category is irreversible, and all questions within it will be lost.
  • Moving content: If you want to preserve certain questions, move them to another category or section before deleting.

Frequently Asked Questions (FAQ)​

Question: Can a category be restored after it is deleted?
Answer: No, once a category is deleted and changes are saved, it cannot be restored. It is recommended to double-check before deleting.

Question: What happens to the questions within a category after it is deleted?
Answer: All questions within the deleted category will also be deleted.

Question: Can questions be moved to another category before deletion?
Answer: Yes, you can move questions to another category or section to preserve them before deleting the category.