How to create an audit template via Excel

With Excel, you can quickly create an audit template with multiple categories and questions.
You complete the template in Excel and then upload it into Ed Controls.

This is useful for large audits or when you reuse templates frequently.

This feature is available for the roles:
Administrator, Final Responsible, and Support

Follow the steps below.

Step 1 – Go to Templates

1. Go to web.edcontrols.com
2. Click Templates in the top menu
3. Click + New / Import templates
4. Click Create template via Excel

Step 2 – Download the Excel template

1. Choose Download empty template
   or
2. Choose Download template with examples
3. Open the Excel file on your computer
4. Preferably use the original file and do not change the structure

Step 3 – Complete the Excel file

1. Open the Excel file
2. You will see multiple tabs

General
3. Enter the template name and settings

Categories & Questions
4. Add categories and questions
5. Use the dropdown lists in Excel to select the correct question type
6. Do not change the columns

Step 4 – Upload the Excel file

1. Go back to Ed Controls
2. Click Upload template
3. Select the completed Excel file
4. Click Upload

Step 5 – File check

1. Ed Controls automatically checks the file
2. If there is an error, you will see exactly where the issue is
   Example:
   Sheet Categories & Questions, row 12, column C
3. Adjust the Excel file
4. Upload the file again

When Excel upload is useful

• Large audits with many questions
• When you want to reuse templates
• When you want to prepare templates outside Ed Controls
• When creating multiple templates