Who is this article for?

Users who need to review or manage questionnaires for specific audits.

Audit User (AUDITOR) or higherpermissions are required.

The "Questionnaire" tab is where the Audit itself is held. Any Checklists associated with the Audit Type will be displayed.

Audit Managers can also associate additional Checklists and Questions or remove any Questions, Sections, and Checklists (providing they are not set to mandatory) from the Audit prior to launch.

1. Viewing Questionnaires
2. Managing Questionnaires
   • Assigning Auditors
   • Changing Titles
   • Adding/Deleting Items

1. Viewing Questionnaires

To view the Audit Questionnaire, switch to the "Questionnaire" to the right of the "Audit Details" tab.

If the selected Audit Type has no associated Checklist, you will see the following message.

If there is an associated Checklist, you will see the previously added Checklist Sections.

2. Managing Questionnaires

Assigning Auditors

If the Audit Type has been set accordingly, each of the Sections will be assigned to the Audit Owner.

If not, the Audit Owner or Audit Administrator can assign each of the Sections to a member of the Audit Team by clicking the Select an Auditor icon to the right of the section heading.

Changing Titles

Questionnaire Title and Section Headings can be amended by selecting the Pencil icon.

Adding/Removing Items

Questions associated with each Section can be viewed by clicking the Reveal icon to the left of the section heading:

If the Audit Administrator has granted the necessary permissions, you can remove Checklists, Sections, or individual Questions (if they are not mandatory) by clicking the Remove icon.

If a minimum amount of required answers for a Checklist is set, you will be appropriately limited in the amount of Questions you can remove from the Checklist.

You can add Checklists, Sections, or individual Questions by clicking the appropriate Associate… icon to the right of the reference bar.