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Person

This article explains the "Person" question type, which is automatically added when creating a new blank audit template. This question is typically used to enter information about the individual being audited. The auditor provides textual information in the corresponding field. The question can be configured as mandatory.

Person question type in an audit template | AuditBLOOM

Requirements. You will need:

One of the roles:

  • Administrator
  • Template Management

Workspace type:

  • Full workspace.

Step-by-Step Guide​

Configuring the "Person" Question in the "General Information" Section​

  1. Go to the audit template editor:

    • Log in to the system and navigate to the "Audit Templates" section.
    • Select the required template or create a new one.

  2. Navigate to the "General Information" section:

    • The "General Information" section is located at the beginning of the audit template.
    • This question is automatically added when creating a new blank template.

  3. Check for the "Person" question:

    • Locate the "Person" question in the "General Information" section.

    • If the question is missing, you can add it manually:

      • Click "Add Question" in the "General Information" section.
      • Select the "Person" question type from the list of available types.

  4. Configure the question parameters:

    • Question Name: Enter the question text.
    • Mandatory Question: Check the "Mandatory" box if you want to make this question mandatory.

  5. Save changes:

    • Once the question is configured, the template will be saved automatically.

  6. Publish the template:

    • To make the changes available during audits, do not forget to publish the updated template.

How the "Person" Question Works During an Audit​

  • The auditor sees the question in the "General Information" section at the beginning of the audit.
  • They enter the name and surname of the individual being audited in the text field.
  • If the question is mandatory, the system will not allow the audit to be completed without filling in this field.

Notes and Tips​

Notes and Tips
  • Accuracy of Information: Ask auditors to enter the full name of the person to ensure correct identification.
  • Mandatory Question: It is recommended to make this question mandatory to ensure the required information is collected for each audit.
  • Confidentiality: Remind auditors to comply with privacy policies and data protection regulations when entering personal information.
  • Usage in Reports: Information about the person will be included in audit reports for easier tracking and analysis of results.

Frequently Asked Questions (FAQ)​

Question: Can the "Person" question be used in other sections of the template?
Answer: No, the "Person" question type is only available in the "General Information" section. In other sections, you can use the "Text" question type.

Question: Can I rename the "Person" question to something else?
Answer: Yes, you can rename the question to better suit your audit or organizational requirements.

Question: Can the auditor leave this field blank if the question is not mandatory?
Answer: Yes, if the question is not marked as mandatory, the auditor can leave it unanswered.

Question: Can multiple "Person" questions be added to the "General Information" section?
Answer: No, this question type can only be used once.

Question: Can the auditor edit the entered information after completing the audit?
Answer: No, once the audit is completed, responses cannot be edited. The auditor can only edit their answers before completing the audit.

Question: Is the person information displayed in audit reports?
Answer: Yes, the entered information will be displayed in audit reports, aiding in further analysis and tracking.

Question: How can confidentiality of the entered personal data be ensured?
Answer: Ensure your organization adheres to all necessary regulations and laws regarding data protection. Restrict access to reports and data to authorized personnel only.