Question Catalogs

A Question Catalog is a reusable, versioned checklist of questions used during an audit. Instead of building a new questionnaire for every audit, you create a catalog once and reuse it across multiple audits.

Creating a Question Catalog

1. Navigate to Question Catalogs in the Launchpad
2. Choose Create
3. Fill in:
   • Title — descriptive name for the catalog
   • Code — short identifier (unique per version)
   • Version — version label (e.g. “1.0”, “2026-Q1”)
   • Audit Type — the type of audit this catalog is designed for
   • Rating Scheme — determines which rating options auditors can choose per question
   • Description — optional free-text description
4. Add Questions — see below
5. Activate the draft when the catalog is ready for use

Adding Questions

Each question in a catalog has:

Field	Description
Code	Short identifier, unique within the catalog
Title	The question text shown to auditors during fieldwork
Help Text	Additional guidance for auditors on how to assess this question
Expected Evidence Hint	Description of what evidence auditors should look for
Is Mandatory	Whether this question must be answered
Display Order	Sequence in which questions appear
Audit Criteria	Optional link to a single criterion from the Audit Criteria catalog (e.g. an ISO standard clause or internal procedure) that this question assesses

When a question has an Audit Criteria set, any Finding created from a response to that question is automatically pre-filled with the same criterion — auditors can still change it on the finding if needed.

Rating Schemes

Every catalog is linked to a Rating Scheme, which defines the available rating options for auditors. See Rating Schemes for details.

Using a Catalog in an Audit

When creating or editing an audit, you select a Question Catalog. During fieldwork (when the audit is In Progress), auditors work through all questions in the catalog — see Conducting Fieldwork for the step-by-step process.

Versioning

Question Catalogs are versioned. The combination of Code + Version must be unique.

Once a catalog version is actively used in audits, you should treat it as published and not make structural changes. If you need to revise the catalog:

1. Create a new version with the same code but a new version label
2. Use the new version for future audits

Existing audits using the old version are not affected — they keep their original question set and responses.

Who Manages Catalogs?

Question Catalogs are typically managed by Audit Managers. The MasterDataAdmin role is not required — any user with the AuditManager role can create and edit catalogs.