Use Case

If you want to add multiple checklist templates to an audit file without adding them one by one, the Meta Template feature comes in handy. Simply provide a title, select the audit type, and define the list of templates in the checklist table under the "Checklist" tab. Once done, click Add from Meta in the "Checklist" tab of the audit file, and all the checklists defined in the template will be added automatically.

Don’t worry—this process will not add duplicate entries.

Creating a Meta Template

To create a new Meta Template, click on New from the list view. Fill in the required fields and click the Create New Meta Template button to save it.