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Creating a New Template Based on an Existing Template from the Public Template Library

In this article, we will explore how to create a new audit template based on an existing template from the public template library. This allows you to quickly start working by using ready-made, verified checklists and customize them to fit your organization's specifics.

Step-by-Step Guide​

Requirements. You will need:

One of the roles:

  • Administrator
  • Template Management

Workplace Type:

  • Full workplace.

Step 1: Go to the Template List​

  1. Log in to the system with the appropriate access rights.

  2. Navigate to the "Audit Templates" section in the main menu.

  3. Click the "Add" button to create a new template.

    Add Button to Create a New Template | AuditBLOOM

Step 2: Open the Form for Adding a New Template​

After clicking the "Add" button, the system will open the form for adding a new template.

Step 3: Review the Template Library​

In the form for adding a new template, there are two sections:

  1. Create an Empty Template: An option to create a template from scratch.

  2. Template Library: Located below, containing:

    • Search Bar: To search for a specific template by name or description.

    • Template Table: Displays a list of available templates with the following columns:

      • Template Name
      • Description
      • Industry

Step 4: Find the Desired Template​

  1. Enter keywords in the search bar to find the template you need.

    For example, if you're looking for a store audit template, enter "store" or "shop".

    Add New Template Form | AuditBLOOM

  2. Review the list of templates that match your query.

Step 5: Open the Template Preview​

  1. Click the name of the selected template in the table.

    Select Template from Library | AuditBLOOM

  2. The system will open the template preview form.

    • In this form, you can review the structure of the template, its sections, and questions.

Step 6: Import the Template​

  1. After reviewing the template, click the "Import Template" button located at the top or bottom of the form.

    Import Template Button | AuditBLOOM

Step 7: Edit the Imported Template​

  1. The system will create a copy of the selected template and open it for editing.

    • Now the template is in your personal templates, and you can make changes to it.

  2. Review and adjust the template according to your organization's needs:

    • Change section and category names.
    • Edit questions or add new ones.
    • Set scores, evaluation criteria, and other parameters.

Step 8: Use the New Template for Auditing​

  • Now your new template is ready to use. Publish it.

Notes and Tips​

Notes and Tips

  • Template Customization: Be sure to review the imported template and customize it to fit the specifics of your organization to ensure the audit's relevance and accuracy.

  • Template Updates: Remember that the template from the library might be general. Add specific questions or remove unnecessary ones to make it more relevant.

  • Following Standards: If you follow specific industry standards or regulatory requirements, make sure the template complies with those standards.

Frequently Asked Questions (FAQ)​

Question: Can I import multiple templates from the library?

Answer: Yes, you can import as many templates as you need and edit each one separately.

Question: Will the original template in the library change if I edit my copy?

Answer: No, any changes you make will only affect your copy of the template. The original template in the library will remain unchanged.

Question: Can I share my edited template with other users?

Answer: Yes, you can add your template to the public library or grant access to specific users within your organization.

Question: Do I need to pay to use templates from the library?

Answer: No, using templates from the public library is free of charge.

Question: Why can't I see some templates in the library?

Answer: Filters or search criteria might limit the display of templates. Make sure the search criteria are correct.