The Add Section, Add Subsection, Remove Section, and Edit Section buttons on the New Audit screen allow you to edit the audit criteria.

Adding a Section
To add a new section to the audit at the same level as an existing section:

• Select the section after which you want to add the new section.
• Click the 'Add Section' button.

The following screen allows you to define the section heading:

• Enter an appropriate title and text for the section.
• If the section is associated with particular items in the Inventory, choose the inventory type from the associated Inventory Type pop-up menu.

All the items in the Inventory Menu with the specified inventory type will be displayed in the Associated Inventory section.

• Click to add a checkmark against the items appropriate to audit criteria in this section.

The items you have checked will be made available to the Auditor so they can be associated with any findings in this section.

• Click the 'Save' button to create the new section.

The new section will be displayed on the New Audit screen.

If you add a new section before existing sections, all subsequent sections will be renumbered as appropriate.

Note: You cannot add a section after section 1.0.

Adding a Subsection
To add a subsection at a lower level than an existing section:

• Select the section below which you want to add the new section.
• Click the 'Add Subsection' button.

Proceed as for adding a new section.

Note: You cannot add subsections in sections 1.0 or 2.0.

Expanding or Collapsing the Structure
You can expand any section heading in the audit structure, to show all its subsections, or collapse a heading to hide all the subsections.

To expand a section:

• Click the > symbol to the left of the section heading.

All the subsections below it will be displayed.

To collapse a heading:

• Click the V symbol to the left of the section heading.

All the subsections below it will be hidden.

Removing a Section
To remove a section:

• Select the section in the audit structure.
• Click the 'Remove Section' button.

The section, and any subsections below it in the hierarchy, will be removed.

Note: You cannot remove sections in sections 1.0 or 2.0.

Editing a Section
To edit a section:

• Select the section in the audit structure.
• Click the 'Edit Section' button.

You will be given the same options for editing the section as for creating a new section.

• Click the 'Save' button to save the changes or the 'Cancel' button to discard the changes leaving the section unaffected.

Note: You cannot edit sections in sections 1.0 or 2.0.