FAQs in this section
What are Audit Forms in Vtiger CRM?
What do you mean by Audit Insights in Vtiger CRM?
Can I use Quality Audit for my business?
Can I add images and videos to the Forms?
How do I track an organization’s performance?
Is the Quality Audit feature available for Android and ios users?
Can you explain the process of auditing for large organizations?
Can I add a comment to the Forms?
Can I raise Internal Tickets for unfinished work in an organization?
Can I add images from the gallery to the Forms?
What are the Audit Form statuses in Quality Audit?
How do I access and customize Audit Forms in the CRM?
Can I add Relationships or Duplicate prevention in Audit Forms?
How do I modify an Audit Form in the CRM?
What UI changes have been made to Audit Forms and Service Forms?
What fields are now included in the Audit Form?

How do I create an Audit template in Vtiger CRM?

 Creating an Audit Template requires you to:
  1. Step 1: Adding Audit Template details
  2. Step 2: Adding Checklist/Questions
  3. Step 3: Adding Audit Forms
  4. Step 3: Adding Audit Insights

Step 1: Adding Audit Template details
Follow these steps to create an Audit Template: (All fields marked with an asterisk are mandatory.)
  1. Go to the Main menu.
  2. Select Apps > Quality Audit.
  3. Click Audit Templates
  4. Click +Add Audit Template on the top right. The Audit Template form opens.
  5. Add the following information in the Basic Information window.
    1. Audit Name - Add the name of the Audit Template. 
    2. Assigned To - Add the instructor or administrator’s name. 
    3. Start Date - Select the date you want to start the template.
      1. You can click on the calendar icon to select the date.  
    4. Frequency - Select the frequency of the Audit Templates. You can select Daily, Weekly, Monthly, Yearly, and Manual.
    5. Repeat- Select the repetition frequency if you want users to repeat a course. You can repeat the occurrence of a template once every 30 days.
    6. Number of Recurrences - You can choose the Number of recurrences based on your requirement.
    7. Until - Based on the start date and frequency, the date in this field will be fixed.
    8. Conditions -  
      1. Select any list of Load conditions.
      2. Conditions will be auto-picked..
      3. Give any conditions manually if you want to include a filter further. 
    9. Select Auditor - You can select the auditor from the drop-down.
    10. Go To Question
      1. Click Add Section
      2. Add Section Title
      3. Choose Greater than or less than from the drop-down. (Optional)
      4. Enter the value in the box. (Optional)
      5. Select the Critical check box. (Optional)
      6. Select the Question type from the left and drop. 
      7. The following Question types can be selected:
        1. Radio Button
        2. Checkbox
        3. Dropdown
        4. Rating
        5. Agree/Disagree
        6. Type the question in the Question field.
        7. Click +Add Option to add sub-options For example: If the Radio button is selected, you can add other options for No and Maybe.
        8. Click the icons beside the option fields to enable them. (Optional)
The following icons can be enabled:
  1. Comment
  2. Image
  3. Video
Note: If the icon is enabled, action will be mandatory.
  1. Select the value in the box available next to the icons.
  2. Select the Internal Ticket icon to raise Internal Tickets.
  3. Enter the Audit Total Score condition.
  4. Click Save.

Step 2: Adding Checklist/Questions

  1. Click Add Section
  2. Add Section Title
  3. Choose Greater than or less than from the drop-down. 
  4. Enter the value in the box. Select the Critical check box. 
  5. Select the following Question type from the left and drop. 
    1. Radio Button
    2. Checkbox
    3. Dropdown
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