--- title: How to set up an Inspections/Audit Template description: Learn how to set up an Inspections/Audit Template in the SiteConnect Web Portal. --- [Skip to content](https://docs.sitesoft.com/how-to-set-up-an-audit-template#main-content) [![SiteConnect Logos (LinkedIn Post)](https://docs.sitesoft.com/hs-fs/hubfs/SiteConnect%20Logos%20(LinkedIn%20Post).png?width=161&height=26&name=SiteConnect%20Logos%20(LinkedIn%20Post).png)](https://siteconnect.io/gb) Open main navigation Close main navigation - [Portal](https://app.sitesoft.com/) [Portal](https://app.sitesoft.com/) Need help? - There are no suggestions because the search field is empty. 1. [SiteConnect User Guide](https://docs.sitesoft.com/?hsLang=en) 2. [Inspections/Audits](https://docs.sitesoft.com/inspections-audits?hsLang=en) # How to set up an Inspections/Audit Template ## Learn how to set up an Inspections/Audit Template in the SiteConnect Web Portal. **If you are wanting to know how to conduct an inspection via the mobile app, please see this article [click here](https://8030145.hs-sites.com/how-to-conduct-an-audit-through-the-siteconnect-mobile-app-reskin?hsLang=en).** ### Please watch the following two videos on how to set up Inspections/Audits in the SiteConnect Web Portal. ### We recommend watching this video first so you can add your Questions and then assign these Questions to your Inspection/Audit Templates straight away:   #### Creating Inspection/Audit Questions (3:17) ### Now watch this next video that discusses creating the Templates themselves:   #### How to create Inspection/Audit Templates (2:34) ### Creating a Inspection/Audit Template   Go to the **Templates** **menu** and click on the **Inspection**/**Audit Templates** tab.   ![Inspection templates](https://docs.sitesoft.com/hs-fs/hubfs/Inspection%20templates.webp?width=173&height=306&name=Inspection%20templates.webp)   Then click on **Add Inspection/Audit Template.**   ![Add new inspection](https://docs.sitesoft.com/hs-fs/hubfs/Add%20new%20inspection.webp?width=514&height=41&name=Add%20new%20inspection.webp)   Enter the name of the template in the box that appears:   ![Add template name](https://docs.sitesoft.com/hs-fs/hubfs/Add%20template%20name.png?width=512&name=Add%20template%20name.png)   Then add Questions by clicking the black Questions box.   We recommend using numbers for your sections or the alphabet, i.e. 1. PPE or A. PPE as this will sort them in the order you want them in otherwise the sections will be sorted alphabetically.   You can select from any of the **Inspection/Audit Question** templates from your account by ticking them and clicking Select on the top right hand corner.   ![Inspection questions rpreexisting](https://docs.sitesoft.com/hs-fs/hubfs/Inspection%20questions%20rpreexisting.png?width=332&name=Inspection%20questions%20rpreexisting.png)   Once you have selected all of your questions click Save and this will be added to your Templates menu.   ![Inspection save Temaplte](https://docs.sitesoft.com/hs-fs/hubfs/Inspection%20save%20Temaplte.webp?width=414&height=187&name=Inspection%20save%20Temaplte.webp)   To view your Template click on View   ![View inspection](https://docs.sitesoft.com/hs-fs/hubfs/View%20inspection.webp?width=688&height=75&name=View%20inspection.webp) Which will list the Template name and the Questions in your Inspection/Audit Template.   ![Audit contents](https://docs.sitesoft.com/hs-fs/hubfs/Audit%20contents.webp?width=526&height=175&name=Audit%20contents.webp)   Once your template is created your team members/contractors will be able to carry out the Audit from their SiteConnect Mobile App ### Creating questions for your Inspection/Audit Templates   If you are wanting to add a question from scratch then you will need to go to the **Inspection/Audit Questions** menu on the left hand side.   ![Inspection questions side menu](https://docs.sitesoft.com/hs-fs/hubfs/Inspection%20questions%20side%20menu.webp?width=192&height=376&name=Inspection%20questions%20side%20menu.webp)   Then click Add Question on the top of the screen.   ![Add quedtion](https://docs.sitesoft.com/hs-fs/hubfs/Add%20quedtion.webp?width=627&height=49&name=Add%20quedtion.webp)   You will need to add the Question itself and the Section it relates to n the box that appears.   ![Question and section](https://docs.sitesoft.com/hs-fs/hubfs/Question%20and%20section.png?width=525&name=Question%20and%20section.png) Once you have created all your questions click on the **Section filter menu** to bring up a list of all of your available sections ![Section filter](https://docs.sitesoft.com/hs-fs/hubfs/Section%20filter.webp?width=688&height=52&name=Section%20filter.webp) ![sectiosn-avalaible](https://docs.sitesoft.com/hs-fs/hubfs/sectiosn-avalaible.png?width=200&height=213&name=sectiosn-avalaible.png) This question will then appear in your **Inspection/Audits Templates** creator when you go to add your questions.   **Inspection & Audit Visibility** Account admins can view logged 'inspections & audits' in the **Reports** section of the Web Portal. ![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Aug-09-2024-02-44-21-0000-AM.png?width=239&height=354&name=image-png-Aug-09-2024-02-44-21-0000-AM.png)   Site managers can view all logged inspections & audits in the Mobile App for projects/sites that they are site managers of. 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AU & NZ• support@siteconnect.io • NZ 0800 748 763 • AU 1300 637 183 UK • support.uk@siteconnect.io • +44 333 043 5727 Copyright © 2026, SiteConnect.io Limited ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://docs.sitesoft.com/media-transcripts/72887854646/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://8030145.fs1.hubspotusercontent-na1.net/hubfs/8030145/Inspection%20Questions%20Pub.mp4", "dateModified" : "2025-09-04T04:07:58.992Z", "duration" : "PT3M17S", "height" : 1080, "name" : "Inspection Questions Pub", "thumbnailUrl" : "https://8030145.fs1.hubspotusercontent-na1.net/hubfs/8030145/Inspection%20Questions%20Pub.mp4/medium.jpg", "uploadDate" : "2022-05-06T03:21:57.477Z", "width" : 1920 } ``` ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://docs.sitesoft.com/media-transcripts/72888034322/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://8030145.fs1.hubspotusercontent-na1.net/hubfs/8030145/Inspection%20Templates%20Pub.mp4", "dateModified" : "2025-09-04T04:07:53.142Z", "duration" : "PT2M34.688S", "height" : 1080, "name" : "Inspection Templates Pub", "thumbnailUrl" : "https://8030145.fs1.hubspotusercontent-na1.net/hubfs/8030145/Inspection%20Templates%20Pub.mp4/medium.jpg", "uploadDate" : "2022-05-06T03:23:10.707Z", "width" : 1920 } ```