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Audit Management

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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Adding Audit Criteria

Available for user levels:

  • Account Adminstrator
  • Manager

After entering the basic details for the audit, you will then go on to the below screen where you can start adding your criteria:

You can then add as much or as little information as you feel necessary in your audit, however the more detail you put in, the more information the auditor will have when completing.

 

If the Audit is not a Simple Audit you can also set Response options for a user.

When a user runs the Audit if they select a Response which has Response Options, they will be able to automatically populate the notes with that Option.

To add criteria to your audit you can go to Options > View All Audits > Find audit > Select the view icon > You can then click the criteria icon at the top of the screen and add criteria.

NOTE: You cannot delete or edit criteria once an audit has been run. To delete criteria after this, the response will need to be deleted before editing or deleting the criteria.