By using the template editor tool in Falcony it is possible to make changes to existing audit templates and create new ones from scratch. PLEASE NOTE that we recommend using excel import for creating audit templates for a faster process.

Using a blank template will create an empty audit template that you may start populating with questions, organised into sections. All questions must be in a section, so start by clicking Add section, name the section accordingly and then start adding questions to that section. More about creating templates by using the Falcony template editor below.

When selecting import from Excel, you can download the Excel sample to start crafting your template.

Hint: you can also create a new template, add a few questions using the editor, export the template to Excel and fill in the rest there.

The sections are the headings under which you add the audit questions. Add new sections with the Add section -button, delete sections (and any questions in the deleted section) by clicking the trash bin -icon to the right of the section, and you can rename the section from the pencil icon next to it.

To add questions to the audit, open up the section under which the question should be placed by clicking on the section row. This opens up the entire list of questions found in that section, along with an Add question -button. There are multiple types of questions to choose from; free text, select, signature, date, time, date/time, number and whole number.

Read more about the question types and question scoring here.

Without adding an audit observation template, the auditor cannot add observations, notes, comments, images or other attachments to the audit. Visit this article to learn more on the subject.