Categorizing audits right from the start will make your audit management more efficient.
This guide simplifies the process, helping you quickly identify and organize audits according to their type.
Step 1: Categorize During Creation
When creating an audit, you can categorize it under a specific type. This step is crucial for keeping your audits organized from the get-go.
Step 2: Understanding Audit Types
Whether a Default Audit or a Custom Audit, every audit falls into a specific category. We offer five audit types to cater to different needs:
1. Urgent
2. Error
3. Essential
4. Activity
5. Opportunities
Step 3: Assign and Identify
Select the appropriate audit type based on the criteria you've set. This categorization helps you quickly identify audits that failed to meet these criteria.
By categorizing your audits upon creation, you streamline managing and identifying them according to their significance and urgency.
This method ensures that audits are easily accessible and organized under relevant types.