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Purpose of the "General Information" Section

This article explains the purpose of the "General Information" section in an audit template. This section is used to collect general information about the audit that is not scored. Examples of such questions include:

  • Specify the audit location
  • Person being audited
  • Document number
  • And other general questions

Information from this section is displayed on the first page of the inspection report, serving as a kind of cover sheet for the audit.

Purpose of the "General Information" section in a template | AuditBLOOM

Requirements. You will need:

One of the roles:

  • Administrator
  • Template Management

Type of workspace:

  • Full workspace.

Step-by-Step Guide​

Adding Questions to the Section:​

  1. Click "Add Question" in the "General Information" section.
  2. Select the response type.
  3. Fill in the "Question Title" field and other required parameters.

Configuring Questions:​

  1. Create the necessary general questions, such as:
    • "Specify the audit location"
    • "Person being audited"
    • "Document number"
  2. Note that these questions do not include scores for evaluation.
Notes and Tips
  • Flexibility of the section: The "General Information" section can include any number of questions, depending on your organization's needs.
  • No impact on results: Questions in this section do not affect the overall audit result as they are not scored.
  • Displayed in the report: All information from this section is automatically displayed on the first page of the inspection report.

Frequently Asked Questions (FAQ)​

Question: How do I add the "General Information" section?
Answer: The "General Information" section is automatically added when creating a template.

Question: Can the "General Information" section be deleted?
Answer: No. Deleting the "General Information" section is not allowed.

Question: Can points be added to questions in the "General Information" section?
Answer: No, questions in this section are intended only for collecting general information and should not be scored.

Question: Is it mandatory to use the "General Information" section in an audit template?
Answer: Yes, using this section is mandatory.

Question: Can the "General Information" section be renamed?
Answer: No, this section has a static name.