Edit or delete a docx report (for audits)

Rename or delete a docx report

Here’s how you can rename or delete a docx report that has been uploaded:

1. Click Audits & Digital Checklists on the homepage sidebar.
2. Click Audit procedures.
3. Click the audit that contains the docx replace that you wish to replace.
4. Click the Docx Reports tab.
5. Click the docx report that you would like to rename/delete.
6. Click the ⋮ (three-dot) icon.
7. To rename it: Click Rename and enter the new name. Click Rename again when you’re done.
8. To delete it: Click Remove, and click Remove again.

Change the recorded work instructions, work instruction blocks, and work instruction steps on a Docx report

You can add or remove the list of work instructions, work instruction blocks, and work instruction steps that are recorded on your docx report. Here’s how to do it:

1. Click Audits & Digital Checklists on the homepage sidebar.
2. Click Audit procedures.
3. Click the audit that contains the docx replace that you wish to replace.
4. Click the Docx Reports tab.
5. Click the targeted docx report.
6. For the work instructions, work instruction blocks, or work instruction steps that you would like to add to the docx report: Tick the box next to it.
7. For the work instructions, work instruction blocks, or work instruction steps that you would like to remove from the docx report: Untick the box next to it.