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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Running a Full Audit

Available for user levels:

  • Account Adminstrator
  • Manager
  • Standard User

To run a Full Audit:

  1. Select the Audit and click the Run button
  2. Add the Audit Date, Auditors and any Notes and click Run
  3. For each Criteria click the Criteria on the left and the you can view what is required in the right hand pane
  4. Click the Response option and select the Response Pass, Fail etc
  5. Add any notes from the audit and if there are any pre-set Responses you can use these to populate the notes field
  6. Save the Response and then you can add Actions and Evidence
  7. Once you have completed the audit you can click the 'Complete Audit' button at the top of the page
  8. Select and overall outcome and record any notes or conclusion

See Also:

  • Running a Simple Audit

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