Specialized workflows
Audit templates and builder
Create reusable AI-assisted assessment rubrics.
Audits provides a list of assessment templates and a focused editor for building the rubric and guidance used by supported review workflows.
What this workspace includes
- Audit template list
- Template creation
- Rubric and criteria editing
- Assisted builder conversation
Complete workflow
- 1
Open Audits
Review available templates
- 2
Create or select one
Choose the assessment purpose
- 3
Build the rubric
Define criteria and guidance
- 4
Review and save
Confirm the finished template
How records and settings behave
- Each audit has its own template record
- Builder changes apply to the selected audit
- Saved criteria support later use
Working effectively
- Keep criteria observable
- Use a consistent scoring frame
- Review templates after process changes
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Audit templates and builder?
Review available templates
When is my work saved?
Each audit has its own template record
How do I confirm the result?
Return to the related list or detail view and review its current status. Saved criteria support later use