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In this section, you’ll learn how to add and configure audit questions—making your monthly, quarterly, or ad-hoc audits smarter and easier. From setting up question types that match your checklist needs to powerful customizations like scoring, tags, multilevel reviews, and asset connections, you’ll get step-by-step instructions to build dynamic audit forms for any store or team.
Here’s what you’ll find in this section:
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  • Add-ons for Audits
    • Add N/A toggles, comments, and file attachments to each audit question—helps auditors log exceptions or upload evidence.
  • Visual Tags in Audit
    • Tag specific responses (like “Display Area”, “Backroom”, etc.) for instant insights on areas needing attention.
  • Multi-level Review
    • Allow audits to be reviewed by multiple levels (L1, L2, etc.), so all entries are checked and approved before being finalized.
  • Connect Process with Assets
    • Link your audit to asset tables—auto-fetch equipment data, update condition reports, and log any maintenance needs during the audit.
Basically, if it configures the question block or result logic in your audit, you’ll find step-by-step instructions here!
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Adding different Question Types Add-ons with QuestionsAdd Tags for Visual MerchandisingSet Question Scoring and Answer OptionsTurn On Review Connect Process with Assets
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