Audit system Quick Guide – How to generate a Matrix answer

We have put together a Quick Guide to help you get the best from our Audit System.  We hope that you will find it useful but should you have any queries or need any further information, please do not hesitate to contact us on 01234 779058 or email


Understand it How to generate a Matrix answer
Why do I need to do it? To create a spreadsheet solution that asks questions with multiple answers
Where to Find it Main menu > Matrix Heading
How to Do it Select Audit>Edit>edit questions
  • Go to Matrix Heading from the main menu.
  • Select the plus sign + to add a new Matrix.
  • Enter a Title, this would be the title of your spreadsheet.
  • Select the plus sign + to add Heading, this could be your question.
  • Choose the Response Type from drop-down.
    • Text
    • Numeric
    • Yes/No
    • Long Text
  • Type the number under Order, this is the order that your question will appear.
  • Select edit matrix.
  • Go to Audit on the Main Menu.
  • Select the question that the matrix is attached to.
  • Select Matrix Options (if applicable).
  • Select the plus button + to open the section.
  • Then selecting the + to Add Row, these will be the row headings.
  • Type in the Row Title.
  • Type in the Order this is the row number i.e. where you want the Row to appear.
  • Once you have added the Rows.
  • You can go back in to Edit them
  • This will offer you the ability to Exclude any of the matrix heading by ticking the check boxes.
  • Go back to the Audit and Preview to check that you have set it as you want.

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