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Purpose of a Category

A category in an audit template is a smaller group of questions that is part of a section. The purpose of a category is to divide questions into thematic blocks within a section, allowing for a more detailed organization of the audit process. Categories help structure questions by specific aspects or functional areas, ensuring convenience and efficiency during inspections.

Purpose of a category in an audit template | AuditBLOOM

Why Categories Are Needed in an Audit Template​

Categories allow you to:

  • Detail audit topics: A section can cover various aspects, each detailed in its respective category.
  • Improve navigation: Auditors can quickly find the necessary questions by focusing on specific categories.
  • Organize information: Logical grouping of questions into categories simplifies the analysis of audit results and subsequent processing.

For example, in the "Workplace Safety" section, categories could include:

  • Occupational Safety
  • Physical Security
  • Electronic Security

What a Category Includes​

Each category consists of:

  • Title: A textual description reflecting the topic or aspect the category covers.
  • Questions: Specific queries or tasks that belong to this category.
Notes and Tips
  • Structure categories logically: Each category should have a clear theme that reflects its purpose.
  • Avoid over-detailing: Do not create too many categories to prevent overcomplicating the template structure.
  • Review and update categories: Regularly check the relevance of categories and make adjustments based on audit needs.
  • Use clear titles: Category titles should be intuitively understandable for all users.

Frequently Asked Questions (FAQ)​

Question: Why is it important to use categories in an audit template?
Answer: Categories help organize questions by specific topics, improving navigation and result analysis. This ensures a more structured approach to conducting inspections.

Question: Can categories exist without questions?
Answer: Yes, categories can include only a title without questions if necessary for structuring the template. However, adding questions is recommended for gathering required information.

Question: How many categories can a section include?
Answer: There is no limit to the number of categories in a section. You can create as many as needed to effectively cover the audit topic.

Question: Can a category be moved between sections?
Answer: Yes. Collapse the category, and in its collapsed state, drag it to another section.