2. Creating a new template

To get started with the Audit Flow-down module, you will first need to create an flow-down audit template.
To create a new template, click the “Flow-down Audit Templates” tab in the top menu.
The template site will now appear. Click the “New Template” button.
Type a template name in the “Template name” field and then click the “Add Question” button.
Choose the answering format best suited for your question.
Remember to click “Save” regularly during the process, and before exiting the site, in order to save the progress you’ve made so far.

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3.1: The "Title", "Attachment" and "Spacer" functions

The “Title” function allows you to apply a title to your audit, or sub-titles to specific parts of the audit.
The “Spacer” function creates a space between the fields it is placed between.
The “Attachment” function allows you to attach files to your audit, for the supplier to download and read.

Write your question and any details required.
Add the different possible answers in the field named “Answer Possibilities”. With the “Multiple Choice” question form, the suppliers will be able to pick one of the alternatives that you set.
Click the + button to the top right of the question box to add a new question to your Audit.

Write your question and any details required.
Again, type in the possible answers. With the “Multiple Answers” function the supplier will be able to choose multiple answers. This is similar to the “Multiple Choice” function, except that the supplier can choose more than one answer.

When you have completed the creation of a flow-down audit template, press save.
Once saved, get the flow-down audit approved. Keep in mind that only users with the Audit Approver role can approve audits.
Next, click the Flow-down Auditor View button in the top menu.
Click “Flow-down Audit Request”.
Choose a template. At this stage, only approved existing templates will appear, including the one you just created.
Two alternatives should now appear, either to choose an existing supplier, or to add a new supplier (see 5.1 below).
Both alternative will lead you to the “Summary” view, where you should click “Send request”.
Congratulations, you have just sent your first flow-down audit with Orixe Audit!

If you choose to add a new supplier in step 5, a window should pop up for you to generate an invite code.
Type in the name of the supplier, and then pick an expiry date. The expiry date decides how long the invite link will be valid for.
Orixe Flow-down Audit will now generate an invite code, simply click “copy the snippet to clipboard“, then paste it into an email and send it to a supplier.
You’ve now added a new supplier to your Orixe connections!
Click “Continue” in the lower left of the screen to be taken to the “Summary” page, click “Send request” for your audit to be sent to the supplier.
Congratulations, you have just sent your first flow-down audit with Orixe Flow-down Audit to a new supplier!