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Adding a Section

This article explains the process of adding a new section to an audit template. Sections help structure the checklist by dividing it into logical blocks. Once a section is created, you can add categories and questions to it.

Adding a section to 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 an existing template or create a new one and open it for editing.

Adding a New Section:​

  1. Scroll to the bottom of the template.
  2. Click the "Add New Section" button (the button is located at the bottom left).
  3. In the new section that appears, enter the name of the section. For example, "Workplace Safety."

Adding a new section to an audit template | AuditBLOOM

Adding Categories and Questions:​

  1. After creating a section, you can add categories to it:
    • Click "Add Category" within the section.
    • Enter the name of the category.
  2. Add questions to the categories:
    • Click "Add Question" within the category.
    • Configure the question according to your needs.
Notes and Tips
  • Structure your checklist logically: Sections help organize questions by topics, making audits easier to conduct.
  • Editing a section: You can rename or delete a section at any time by clicking the appropriate option to the right of the section name.
  • Order of sections: Create sections in the desired order initially, as changing the order of sections is not supported.

Frequently Asked Questions (FAQ)​

Question: Can I add a section within another section?
Answer: No, the template structure only allows for sections containing categories and questions.

Question: What happens to the questions if I delete a section?
Answer: When a section is deleted, all categories and questions within it will also be deleted. Be careful and ensure you do not lose important information.

Question: Can I copy or clone a section?
Answer: No, copying a section is not supported.