Welcome to Isolocity's Support

What is an Audit Template in the Isolocity system, and why is it important?

• An Audit Template in the Isolocity system is a predefined structure that guides the creation of audit reports. It is important because it standardizes the audit process, ensuring consistency across different audits and making it easier to document findings, conclusions, and recommendations in a uniform manner.

How do I start the process of creating an Audit Template?

• To begin creating an Audit Template, log in to the Isolocity system, navigate to the "Internal Audits" sub-menu, and select "Audit Templates." From there, you can initiate the creation of a new template by clicking on the "Create a Template" option.

What information do I need to provide when creating an Audit Template?

• When creating an Audit Template, you need to provide the following:

  • Template Name: A unique name for your template.

  • Audit Report Identifier: A specific code or number that identifies the audit report template.

  • Audit Type: Select the type of audit that the template will be used for.

  • Form Elements: Add the necessary form elements that will be used in the audit

Why is it important to provide a unique Audit Report Identifier?

• Providing a unique Audit Report Identifier ensures that each template is easily identifiable within the system. This identifier is crucial for tracking and referencing specific templates, especially when multiple templates exist for different types of audits

How do I choose the appropriate Audit Type for the template?

• Select the Audit Type from a dropdown list that categorizes audits, such as "Compliance," "Operational," or "Financial." Choosing the correct type ensures that the template is tailored to the specific requirements and objectives of that audit category

What are Form Elements in the context of an Audit Template?

• Form Elements are the building blocks of the audit template. They include fields such as text boxes, checklists, dropdown menus, and signature lines that guide auditors in capturing all necessary information during an audit

Can I clone an existing Audit Template to create a new one?

• Yes, you can clone an existing template by selecting the "Clone Template" option during the creation process. This allows you to use an existing structure as a starting point, making it easier to create new templates with similar requirements

How do I customize Form Elements in the Audit Template?

• After adding form elements to the template, you can customize them by specifying their labels, input types, and any validation rules. This customization ensures that the template collects the exact information needed for the specific type of audit

What should I consider when naming the Audit Template?

• The template name should be descriptive and reflect the audit's purpose or focus. A well-chosen name helps users quickly identify and select the correct template for their audits

How do I finalize and create the Audit Template?

• After entering all required information and customizing the form elements, review the details for accuracy. Once everything is in place, click "Create Template" to finalize the setup and save the template in the system

Can I edit an Audit Template after it has been created?

• Yes, you can edit an Audit Template after its creation. Navigate to the "Audit Templates" section, select the template you wish to edit, and update the necessary details. This flexibility allows you to adapt the template as needed for future audits

What is the significance of selecting the correct Audit Type in the template?

• Selecting the correct Audit Type ensures that the template is aligned with the specific goals and regulatory requirements of the audit. It also helps in organizing templates within the system, making it easier to find and apply them during the audit process

How do I manage multiple Audit Templates within the system?

• Multiple Audit Templates can be managed by organizing them under relevant categories based on their Audit Type. Regular reviews and updates ensure that all templates remain relevant and effective for their intended audits

Why is it important to customize Form Elements in an Audit Template?

• Customizing form elements ensures that the template accurately reflects the audit's requirements, capturing all necessary data in a consistent format. This reduces the risk of incomplete or inaccurate audits and improves overall audit quality

How do I ensure that the Audit Template is aligned with organizational standards?

• Ensure alignment by following the organization’s audit guidelines when creating the template. Regularly review templates to confirm they meet current standards and update them as needed to reflect changes in regulations or internal policies

What is the role of an Audit Report Identifier in template management?

• The Audit Report Identifier helps track and manage templates within the system. It serves as a unique code that distinguishes each template, making it easier to locate and apply during the audit process

How do I integrate the Audit Template into the overall audit workflow?

• Once created, the Audit Template should be integrated into the audit workflow by assigning it to specific audit areas and ensuring that auditors are trained on its use. This integration helps maintain consistency and efficiency across all audits

What are the benefits of cloning an existing Audit Template?

• Cloning an existing template saves time and ensures consistency across similar audits. It allows you to build on a proven structure, reducing the need to create new templates from scratch for audits with similar requirements

How do I select the type of audit associated with the template?

• During the creation process, select the audit type from the available options. This step is critical for aligning the template with the specific requirements of the audit and ensuring that the correct form elements are included

What are the next steps after creating an Audit Template?

• After creating an Audit Template, the next steps include training relevant personnel on how to use the template, integrating it into the audit schedule, and regularly reviewing the template to ensure it remains effective and up-to-date

How do I ensure that the Audit Template covers all necessary aspects of the audit?

• Review the audit’s objectives and regulatory requirements to ensure that all necessary aspects are covered in the template. Customize form elements to capture specific data points, and regularly update the template as needed to reflect changes in audit standards.

What should I do if an Audit Template needs to be updated?

• If an Audit Template needs to be updated, access the template through the "Audit Templates" section, make the necessary changes, and save the updated version. This ensures that all future audits using the template are based on the most current criteria