This article provides a guide on how to create a list to categorise your audit form templates.
Please Note: Your profile must have the below Admin Role permissions:
- Company Settings Administrator
- Global Lists Manager
Firstly, you will need to login to your Notify account, you can do this here
1. Create a Global List of Categories for Audits
Click here to learn how to build a Global List
Please Note: The list shouldn't include sub-items.
2. Select My Company Settings
3. Click Edit
4. Under Audit Settings, switch on Enable Form Categories
5. Select the Global List you have created under Supporting Global List
6. Click Save
Once saved, you will be able to select a category when creating/editing audit templates.