All "How To"

See how to use: Audits

You can view how this module works below. Simply click the links on the left to view the 'How To' information.

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Creating a new Audit

Available for user levels:

  • Account Adminstrator
  • Manager

To create a new audit:

  1. Go to the Audits Module
  2. Click the 'Add New Audit' button
  3. Enter a Title and Details and select if it is a 'Simple Audit' and if it is 'Private'
  4. If it is a Simple Audit:
    • Decide if you want to add a Pass Rate
    • Select which responses should be available to users
  5. Click 'Save'
  6. Add Criteria to the Audit

A Simple Audit runs as a simple checklist, if this is not checked a user will be able to add Actions and Evidence for each Audit Criteria.

If the Audit is Private only Account Administrators will be able to access it. Account Administrators can add user groups to the Audit to allow other users to access the Audit.

See Also:

  • Running a Simple Audit
  • Managing Audit Criteria


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