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Templates and question bank

Create an audit-template draft

Select an organization and prepare content you are entitled to use.

Updated: 2026-11-06

Status: draft content. Full workflow verification and key-step screenshots are pending.

Updated: 2026-11-06. Purpose: Create an audit-template draft。

Roles

OWNER / ADMIN

Before you start

Select an organization and prepare content you are entitled to use.

Entry: /templates

Steps

  1. Open Template library and create a draft. Enter a title or choose a template pack.
  2. Open the editor. Arrange questions in basic information, Pages and Sections, then set question types, required answers and response rules.
  3. Confirm content sources and rights, save the draft, and reopen it to verify the content.

Expected result

The draft remains editable without replacing published versions.

Notes

Changing UI language does not translate question content. Unsaved edits are not persisted automatically.

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