FAQs in this section
What do you mean by Quality Audit in Vtiger CRM?
How do you access the Quality Audit module in Vtiger CRM?
What do you mean by Audit template in Vtiger CRM?
What do you mean by Audit Forms in Vtiger CRM?
What do you mean by Audit Insights in Vtiger CRM?
What are Articles in Vtiger CRM?
How are Articles better than FAQs?
Is the Articles module available for the Sales Starter edition?
Is the Articles module available by default in the CRM?
How do I install the Articles module?
Where will my articles appear after publishing?
How do I change the appearance of the Help Center from the Articles module?
How do I create an article?
How do I see if my article will appear on the Help Center before publishing?
How do I add an article from the Cases module?
How do I create an article using Quick Create?
In which status should I create my article?
How do my customers view my articles if it is in the Draft status?
Should I meet any pre-requisites before I create an article?
How do I add screenshots to an article?
How do I add external links to an article?
How do I save the changes made to an article?
What is the Card View in Articles?
What can I do in the List View of the Articles module?
How is the Article's Summary View different from other modules?
How do I add a brief introduction to an Article?
How do I import Articles from my system to the CRM?
How do I export the articles from the CRM?
How do I print an article?
How do I change the template of an article?
How do I see views recorded on my article?
How do I see the rating of my articles?
Is it mandatory to install the Articles extension?
When I click the Do button from Articles' Summary View, it is not showing anything. Why?
How do I access the Help Center link from the article?
How do you create an Audit template in Vtiger CRM?
Table of Contents
Step 1: Adding Audit Template details
Follow these steps to create an Audit Template: (All fields marked with an asterisk are mandatory.)
Follow these steps to create an Audit Template: (All fields marked with an asterisk are mandatory.)
- Go to the Main menu.
- Select Apps > Quality Audit.
- Click Audit Templates.
- Click +Add Audit Template on the top right. The Audit Template form opens.
- Add the following information in the Basic Information window.
- Audit Name* - Add the name of the Audit Template.
- Assigned To* - Add the instructor or administrator’s name.
- Start Date* - Select the date you want to start the template.
- You can click on the calendar icon to select the date.
- Frequency* - Select the frequency of the Audit Templates. You can select Daily, Weekly, Monthly, Yearly, and Manual.
- Repeat*- If you want users to repeat a course, select the repetition frequency. You can repeat the occurrence of a template once every 30 days.
- Number of Recurrences* - You can choose the Number of recurrences based on your requirement.
- Until* - Based on the start date and frequency, the date in this field will be fixed.
- Conditions -
- Select any list of Load conditions.
- Conditions will be auto-picked..
- Give any conditions manually if you want to include a filter further.
- Select Auditor - You can select the auditor from the drop-down.
- Go To Question
- Click Add Section.
- Add Section Title.
- Choose Greater than or less than from the drop-down. (Optional)
- Enter the value in the box. (Optional)
- Select the Critical check box. (Optional)
- Select the Question type from the left and drop.
- The following Question types can be selected:
- Radio Button
- Checkbox
- Dropdown
- Rating
- Agree/Disagree
- Type the question in the Question field.
- Click +Add Option to add sub-options For example: If the Radio button is selected, you can add other options for No and Maybe.
- Click the icons beside the option fields to enable them. (Optional)
- Comment
- Image
- Video
- Select the value in the box available next to the icons.
- Select the Internal Ticket icon to raise Internal Tickets.
- Enter the Audit Total Score condition.
- Click Save.
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