Steps for Creating Templates for Audits and Presentations

Steps for Creating Templates for Audits and Presentations

An audit template provides a standardized framework for all clients, ensuring consistency and efficiency. While it serves as a base, each audit should be tailored to the specific needs of each client. Creating the template is a preliminary step for the audit and presentation. You can start directly from the audit if preferred. The template is a base, but each audit must be linked to a specific client and modified as needed.

The following link shows how to create audits and presentations:

Steps for Creating Audits and Presentations

Step 1 

Navigate to the green bar and select vCIOHero.

Step 2

Click on the Audit Templates option.

Step 3

Click on Create Audit Template.

Or, if you already have an Audit Template, click the Edit button (in this case, skip to Step 7).

Step 5

You can create or edit the audit from this page.

Step 6

Click on Create Item to add a new item.

Step 7

Fill in the required fields, and repeat this step to each item you need to add. 

Step 8

When finished, click the Save button.