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Instruction

This article explains the "Instruction" answer type in audit templates. This answer type allows you to attach a PDF file or an image directly to the audit template.
You can also add question text for explanations or additional information.
It is not a question in the traditional sense as no response is required from the auditor.
During the audit, the auditor can view the attached file for reference or instructions.

Instruction question in an audit template | AuditBLOOM

Requirements. You will need:

One of the roles:

  • Administrator
  • Template Management

Workspace type:

  • Full workspace.

Step-by-Step Guide​

Adding an Instruction Question​

  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. Add a new question:

    • Click "Add Question" in the desired section or category.
    • Select the "Instruction" question type from the list of available types.

  3. Configure the question parameters:

    • Question Text: Enter the wording or description for the instruction, such as "Refer to the safety guidelines document".

    • Attach a File:

      • Click the "Choose File" button.
      • Select a PDF or image file from your computer.
      • Wait for the file upload to complete.

  4. Save changes:

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

How Instructions Work During an Audit​

  • The auditor opens the question with the "Instruction" answer type.
  • Sees the question text with the description.
  • Can open and view the attached file.
  • No response is required, allowing the auditor to proceed to the next question after reviewing the materials.

Notes and Tips​

Notes and Tips

  • File Format: Supported formats are PDF and image files (JPEG, PNG). Ensure the file is in the correct format.

  • File Size: Avoid uploading large files as this may impact loading times for auditors. The maximum file size is 20 MB.

  • Relevance of Information: Regularly check and update attached files to ensure the information is current and relevant for auditors.

  • Question Title: Use clear and descriptive titles so the auditor understands the context.

  • Using Instructions: This answer type is useful for providing additional materials, instructions, diagrams, standards, or any other information that may assist the auditor during the audit.

Frequently Asked Questions (FAQ)​

Question: Can the auditor download or save the attached file?
Answer: Yes, the auditor can open and, if needed, download the attached file for further reference.

Question: Can multiple files be attached to a single question?
Answer: No, the "Instruction" answer type allows only one file to be attached. If multiple files are required, it is recommended to create multiple questions or combine the files into a single document.

Question: Can a video or audio file be added as an instruction?
Answer: No, only PDF and image files (JPEG, PNG) are currently supported. For video or audio materials, it is recommended to provide a link in the question text.

Question: Can the auditor leave comments or notes about the instruction?
Answer: No, the "Instruction" answer type does not support responses or comments. If feedback is necessary, create an additional "Text" question for input.

Question: Can the attached file be changed or updated after the template is published?
Answer: Yes, you can replace the attached file in the template. However, to apply the changes, the updated template must be re-published.