Sometimes an “Action” may need to be added to an “Audit” after it has been completed and reviewed. An extra “Action” can be raised within the sub-audit. To create an extra action linked to the sub-audit, please follow the instructions outlined below. ...
Each new audit form requires an audit form template to be set up initially. This is done in the Form Builder module in the “Settings” > “Audit” section. Once a blank audit form template has been created, you can start to add the form fields. To ...
Instructions, notes or comments can be added to all audits, including master audits, as well as to sub-audits in all statuses, such as: Overdue Rejected Scheduled Cancelled Completed Closed To add notes or comments to an audit, please follow the ...
When creating forms, you can easily copy an existing form. This feature enables you to replicate all form fields from the original form and make updates in the duplicated version. Creating a new audit form from a copy Click on the “Settings” tab at ...
Audits can be scheduled on a once-off or on a repetitive basis. To set up a once-off audit, please follow the instructions outlined below. Scheduling a once-off audit Select the “Audits” tab to navigate to the Audits dashboard. Click on the "Add New ...