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Adding a Question

This article outlines the process of adding a new question to an audit template. Questions are the primary elements used for gathering information and evaluation during an audit. You can add questions directly to a section or within a category. When adding a question, you select an answer type, and each answer type has its own specific settings.

Requirements. You will need:

One of the roles:

  • Administrator
  • Template Management

Type of workspace:

  • Full workspace.

Step-by-Step Instructions​

Accessing the Audit Template Editor:​

  1. Log in to the system and go to the "Audit Templates" section.
  2. Select the template where you want to add a question and open it for editing.

Choosing the Location to Add the Question:​

  1. Find the section or category where you want to add the question.
    • If adding a question directly to a section, ensure you are in the desired section.
    • If adding a question to a category, open the appropriate category.

Adding a New Question:​

  1. Click the "Add Question" button:
    • The button is located below the list of existing questions in the selected section or category. Adding a question in the audit template | AuditBLOOM
  2. Select the answer type:
    • Click on the "Answer Type" field and choose an answer type from the list (e.g., text, number, dropdown, photo, etc.).
  3. Configure question parameters:
    • Question text: Enter the formulation of the question.
    • Correct answer: If needed, set the correct answer for automatic evaluation.
    • Points: Specify the number of points to be awarded based on the response.
    • Mandatory: Set whether the question is mandatory to fill out.
    • Criticality: Mark the question as critical if necessary.
    • Additional settings: Configure specific parameters for the selected answer type (e.g., response options for a dropdown list).
  4. Save the question:
    • The question and audit template are saved automatically.

Notes and Tips​

Notes and Tips
  • Choose the appropriate answer type: Carefully select the question's answer type to ensure ease of use for the auditor and accuracy of the collected data.
  • Verify settings: Before publishing the audit template, ensure all settings are correctly configured.
  • Order of questions: You can rearrange questions by dragging them within the list. Questions can also be dragged from one category to another.
  • Publish changes: After editing the template, remember to publish it for the changes to take effect immediately.

Frequently Asked Questions (FAQ)​

Question: Can the answer type be changed after the question is created?
Answer: Yes, the answer type can be changed at any time after the question is created.

Question: Can I copy or clone a question?
Answer: No. Copying questions is not supported. You need to create a new question manually.

Question: How can I make a question mandatory?
Answer: During question configuration, enable the "Mandatory" option.

Question: What if I need to add a question with the same settings as an existing one?
Answer: You need to create a new question and manually configure its settings to match the existing one.