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Starting an Audit from a Template

Starting an audit from a template allows you to begin an audit without prior scheduling, using the available audit templates. This feature is helpful for immediate or unscheduled checks.

How to Start an Audit from a Template​

Requirements

Audit access:

  • You must have access to conduct an audit using the specific template on the selected audit object.

Step 1: Navigate to the Audit Templates List​

  1. Log in to the system with your account.

  2. In the main menu, select the "Audit Templates" section.

  3. The list of templates you have access to will open.

    Note: You will only see templates to which you have been granted access.

    The "Audit Templates" section in the main menu | AuditBLOOM

Step 2: Find the Desired Template​

  • Browse the list or use the search feature to locate the desired template.
  • Ensure the template matches the type of audit you need.

Step 3: Start an Audit from the Template​

  1. Locate the "Start Audit" button on the right side of the template name.

  2. Click the "Start Audit" button.

    The "Start Audit" button in the template list | AuditBLOOM

Step 4: Specify the Audit Object​

  1. A window will open, prompting you to select the audit object where you wish to conduct the audit.

    Selecting an audit object | AuditBLOOM

  2. Choose the object from the list of available options.

  3. Confirm your selection by clicking the "Start Audit" button.

Step 5: Access Verification​

  • The system will verify if you have the rights to start an audit using the selected template on the chosen audit object.

  • If you have the rights:

    • The audit will begin automatically.

    • The first section of questions will be displayed.

      Starting an audit with the first section displayed | AuditBLOOM

  • If you do not have the rights:

    • The system will notify you that you lack the necessary permissions to conduct this audit on the selected object.
    • Contact your administrator to obtain the required access.

Notes and Tips​

Notes and Tips
  • Template Access: If you do not see the desired template, you might not have access to it. Contact your administrator to request permissions.
  • Audit Objects: You can only conduct audits on objects for which you have been granted access in the selected template.
  • Saving Progress: You can save your answers and return to the audit later if needed.