How to add or delete questions in templates

How to download templates from the templates available

Before you begin

Why add or delete questions?

Questions are the foundation of your template editorexperience. They help shape the templates that fit you and your team'sworkflow. With AuditBranch, you have complete control over what you need inyour templates. You can add new questions with different template response types or delete questions that are no longer needed.

You'll need

• "Conduct, edit" template access level at a minimum

Take note

• In order to select the most appropriate questions to add, take a look at the template response types available to you.
• You can bulk add questions by copying questions from external documents or other templates.

Add a question

Web app

• Log in to the Audit Branch web app.
• Select Templates from the menu on the left-hand side.
• Click the template and select Edit template in the side panel.
• Select where you want to insert the new question.
• Click + Question on the left-hand side to add a question. You can also click + Add question at the bottom of the page to add a question.
• Start typing to label the question and click the down arrow on the right-hand side to select its type of response.

Mobile app: Phones

• Open the AuditBranch mobile app.
• Tap Inspections at the bottom of your screen.
• Select the Templates tab at the top of your screen.
• Tap the template and select Edit template from the pop-up options.
• Select where you want to insert the new question.
• Tap + Question at the bottom of your screen.
• Start typing to label the question and tap the down arrow below the question label to select its type of response.