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Editing Existing Audits

Updated over 7 months ago

Overview

Edit existing audits as requirements change. Published changes automatically update for all students using that audit. Always test thoroughly before publishing changes.

Finding an Audit to Edit

  1. Navigate to the Programs tab

  2. Search for your program (program cards display number of existing audits and any draft versions)

  3. Select the program

  4. Select the audit version to edit

  5. For the default audit, click 'Edit' on the main About page

  6. For other versions, click the Audits tab and select the version from the drop-down menu

Modifying Audit Criteria

  1. Click 'Edit this Audit' after selecting your audit

  2. Click 'Change Criteria' to display the criteria options

  3. Make your changes

  4. Click 'Change'

  5. Publish the audit to apply changes

Refer to Audit Basics for more information about how criteria affects students.

Applying Audits to Specific Students

  1. Access 'Change Criteria' options

  2. Choose to apply the audit to specific students

  3. Select students by name or username to apply the audit individually

Editing Requirements

  1. Add new requirements or sub-requirements as needed

  2. Click 'Edit' on existing requirements or constraints to modify them

Refer to Audit Categories for guidance on editing and creating requirements.

Important: Edit shared requirements from the Shared Requirement page, not from specific audits.

Testing Before Publishing

  1. Click 'Try on a Student' to test your changes

  2. Search for specific students to verify the audit works correctly

  3. Review any error messages that indicate calculation problems

  4. Test multiple student scenarios to ensure the audit functions properly

  5. Publish only after thorough testing

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