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start:audit_design

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Audit Design

Steps to create a new audit:

  1. Click the New Audit button and then select the Create new audit option.
  2. Enter a name for the audit by typing over the New Audit (project number) text above the project description.
  3. Optionally enter a project description
  4. Click the Create/Edit Questions to begin the audit design process

Audit Design Topics

  • How to set up skip patterns/branching?
  • How to create question validations and customize validation messages?
  • How to create an email alert and trigger the opening of a case in the case management system?
  • How to add a navigation menu to allow users to quickly navigate the audit?
start/audit_design.1472484249.txt.gz · Last modified: 2016/08/29 11:24 by rnadler