Store Audit: Creating an Audit Template

What is an Audit Template?

• Audit templates are the foundation of the Store Audit feature.

• Every audit conducted in the platform is based on a template that you define.

• Templates are made up of individual questions, each of which is highly configurable to suit your store standards and compliance goals.

Question Types

When building a template, you can choose from several question types to best capture the information you need:

• Yes / No — for straightforward compliance checks (e.g., “Is product priced properly?”)

• Scored / Rated — for questions requiring a score out of a defined range (e.g., out of 3)

• Additional question types are available depending on your template needs

Question Configuration Options

Each question in a template can be configured with the following options:

• Required — the question must be answered before the audit can be submitted

• Correct Answer — specify the expected correct answer to track compliance (e.g., Yes = correct)

• Allow Comments — enable the auditor to leave a written note

• Require Comments — make a written note mandatory for this question

• Allow Attachments — enable the auditor to upload a photo or file

• Require Attachments — make a photo or file upload mandatory

How to Build an Audit Template

1. Navigate to the Audit section from the left sidebar.

2. Open or create a template from the templates list.

3. Name the Audit and describe the purpose and scope of audit

4. Add questions by selecting a question type.

5. Configure each question using the available options (required, comments, attachments, correct answer).

6. Repeat until your template reflects all the standards you wish to evaluate.