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  2. Audits and Inspections

How do I create Audit Categories?

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.