Templates can be added to the library one at a time or loaded en masse from a csv file.
To add just one finding to the library, click the Findings Library tab on the menu bar and Add New Finding. This opens the finding form for documenting and submitting a single finding template.
The Finding Guidance field is not used in reports. Use this field to explain how a finding should be used or what evidence should be included. The field can be left blank if you do not have anything for the finding.
To bulk add templates to the library, click the Findings Library tab on the menu bar and Upload Bulk Findings. This opens the upload form for your csv file. The csv file must have these headers:
The finding_guidance field is not used in reports. Use this field to explain how a finding should be used or what evidence should be included. The field can be left blank if you do not have anything for the finding.
If a finding (based on the title field) already exists in the library, the import will update the existing record instead of discarding the data or duplicating the entry.