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Generate copy of an audit template

You can save time by reusing existing audit templates. Simply copy audit templates with their audit step templates and documents.

Prerequisite

You have the Audit manager role.

Procedure. Procedure

  1. Click Explorer Explorer.

  2. Click Audit Management > Audit templates. The list is displayed.

  3. Click the relevant audit template.

  4. Click Duplicate Generate copy to create a new, similar audit template.

  5. If you are logged in as a user with cross-environment privileges, select the environment. The copy is generated.

  6. Change the name and description of the copy, if required.

  7. If you copied an audit template within the same environment, all data, such as assigned roles and audit scope, is also copied.

  8. If you copied an audit template across environments, check whether all the required data is included. Add any missing data manually. Role assignments and the audit scope for audit and audit step templates are not included when copying if they are not available in the environment for which the copy is created.

  9. The copied audit template has the status In preparation. When preparation is complete, set the status to Released.

  10. Click Save Save.

The copy is generated as a new object in the list of audit templates. If all prerequisites are met, you can generate audits.