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Editing Audits

After an Audit has been published, it may need to be updated. This guide will show you how to edit the Audit. Once the new version is published, a copy of the previous version will be stored under the Archive tab.

Note: Your Access Level may restrict the use of some features.

AgAuditor is an optional add-on for Professional and Corporate Subscriptions

Want to learn more or book a Demo? Contact our Team.

To edit the name of an Audit, from the Published tab, click more options 3-dot-png-1> About Record > Edit.

  1. From the left menu, navigate to Documents > AgAuditor.
  2. On the Audit, select more options 3-dot-png-1  and Edit. Press Ok to confirm.

  3. Changes can now be made to the Audit template.
    1. To Add an Element: Drag and drop the element from the right hand side and release where the field needs to sit. Add in the required fields, and press Save. For more details, see Using Audit Elements.
    2. To Edit an Element: Click the pencil . When done, click Save. 
    3. To Delete an Element: Click the bin then OK. 
  4. Click Preview to review your Audit. Choose Phone, Tablet or Desktop view from the three icons at the top of the preview to see how it'll appear on different screen sizes.
  5. Click Close to exit and continue editing at a later time. To return navigate to the Drafts tab and select more options ••• > Edit.
  6. To publish, click Preview and Publish, or from the Draft tab select more options 3-dot-png-1 > Publish.

After a new version of a template is published, a copy of the previous version will be available under Archive. 

What's Next?