Creating Audit Templates

In IPRO Search, Audit Managers can save audits to be used as templates. A Case Template captures the audit data, including the tabs and tags created, and the search criteria applied. New audits can be created according to the criteria saved in the template. This can save time when the Audit Manager needs to create several audits. A Audit Manager can save a template for any other Audit Manager to use.

You can also save a specific search by saving the search criteria in a search tab as template—see Creating Search Templates.