What is an audit
An audit is an on-demand or scheduled form that enables your team to answer a range of questions with performance scoring. Tolerance parameters are used to define the requirements for passing or failing an inspection.
How do I create an audit
Start at step 1 if the forms haven't been created; otherwise, continue with step 2.
Step 1: Create a form
Go to the Configure Portal via the 3-dot menu.
Navigate to the Form Library.
Click Add Form to create a new form.
Enter the form details, enable score questions, and click Create.
Then you will be navigated to the Questions section to add questions.
We recommend using the guide below to help you create a form.
Step 2: Turn the form into an audit
Select Assign Workflow and select + Create Audit.
If Assign Workflow is hidden but Usage shows, the form has been used. Open the Configuration menu (cog) and choose Add Audit.
Enter the audit details.
Audit Name: The name of the audit.
Owner: Which site owns and accesses this audit.
Department: Which department owns this audit.
Completed At: The completion level determines the business entity level at which this audit must be completed.
Add Responsibilities.
Monitor: Who will be completing the audit.
Manager: Who will be managing the audit.
Observer: Who will be overseeing the audit.
Add Scheduling.
Cycle: How often the audit needs to be completed.
Starting Date: The date when the audit scheduling begins.
Ending Date: The date when the audit scheduling ends.
Start/Finish Time: The times when the audit is open and closed.
Duration: The length of time the audit remains open.
Visible From: When the audit shows on the monitor portal.
Edit Workflow Settings.
Score Visibility: The point at which the score is shown.
Grading Mode: Whether the audit is graded in percentage or score.
Mark Missed After (Hours): The duration for which an overdue audit will remain open.
Generate Actions: The point at which actions will be generated.
Auto Close: Whether the audit should close automatically, and when.
Allow On Demand: Whether the audit can be added on demand, and who can add it.
Require Unlock Via QR Code: Whether the audit can be accessed using a QR code.
Submit with Silent Actions: Whether an action plan can be generated without notification.
Exclude From Performance Reporting: Exclude the audit in the Audit Performance report.
Allow events to be marked as not needed: Whether the audit can be manually removed.
Automatically mark as not needed if missed: Whether the missed audit will be removed automatically.
Automatically close on resolution of Actions: Whether the audit will be closed automatically once the actions are resolved.
Enable Action Summary on Listing Page: Whether the action summary will be shown on the audit listing page.
Hide from Observer until action plan generated: Whether Observers can see the in-progress audit.
Enable Anonymous Submission (Public Access): Whether the audit can be access by the public.
Once created, you can refine which locations have visibility of the audit in the Assigned Locations section.
If applicable, you can customise and update the audit title on submission.
Prefix Property: The value that will be added to the beginning of the title.
Title Property: The value that will replace the title.
Suffix Property: The value that will be added to the end of the title.
Use the below guide to set up gradings:
To set up notifications for important events related to this audit, please refer to this guide:
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