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audits.io onboarding 101

Instructions how to get started with audits.io

Arttu Vesterinen avatar
Written by Arttu Vesterinen
Updated over a year ago

Welcome aboard to audits.io 

We have set up a platform for your organization which you can start using and do observations.

Below we have listed the set up steps and links related to them:

  1. Make sure your information and e-mail notifications are correct in settings

  2. You can import your own observation template into audits.io by using Excel.  

  3. As admin you can add new targets into your organization or optionally add multiple targets at once using Excel.

  4. PDF reports of completed audits can be customized for different use cases. The customization is always applied to a specific audit template.

  5. As an admin you can new invite users to your audits.io organization through labs and determine different teams and user rights. Optionally you can also add multiple users using excel at once.

  6. Finally you can start conducting an audit and report observations.

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