How do I modify an Audit Form in the CRM?

You can edit an Audit Form in two ways:

• From the List View 
• From the Summary View

 From the List View

1. Log in to the CRM. 
2. Go to the Main Menu.
3. Go to the Service desk > Quality Audit.
4. Select Audit Forms.  The Audit Forms page opens.
5. Hover over the Audit Form you want to edit. 
6. Click Edit from the quick action options. The Editing Audit page opens.
7. Make the necessary changes in the required sections.
8. Click Save.

From the Summary View

1. Log in to the CRM. 
2. Go to the Main Menu.
3. Go to the Service desk > Quality Audit.
4. Select Audit Forms.  The Audit Forms page opens.
5. Click on the FAQ you want to edit. The Summary View of the record opens.
6. Click Edit in the top right corner. The Editing FAQ page opens. 
7. Make the necessary changes in the required sections.
8. Click Save.