Copying an Audit Form

To copy an audit form:

1. Click the COPY icon beside the form you want to copy.
   
   
2. Rename the audit form. Each audit form must have a unique name. However, the Audit ID may remain the same.
   
   
3. Designate whether or not this audit form is currently active.
4. If you want to exclude archived or deleted items from the copy, check the associated box(es).
   
   
5. Click SAVE & RETURN. A copy of the form is created and added to the Audit Forms list.
   
   

All attributes of the audit form are maintained:

• Categories, questions, choices, comments, triggered questions, etc.
• Report categories and subcategories
• Ratings levels and text
• Instructions
• Configuration settings for the audit form (configuration options, labels, and prompts)

However, associations to the audit form are NOT maintained and must be redefined:

• Feedback reports
• Users
• User Types
• Factories
• Management
• Notes