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 ...
A “Quick Audit” is a streamlined way to set up and launch a new audit. It is useful if you want to quickly create and complete an audit in one step. The “Quick Audit” button bypasses some of the steps of setting up a standard audit: The Audit Library ...
This article will go through the instructions on how to create a new audit form that will be available to attach/assign to your audits. Creating an audit form Click the "Settings" tab in the menu header: Click on 'Audit' in the sub menu > the Audit ...
A “Quick Audit” is a streamlined way to set up and launch a new audit. It is useful if you want to quickly create and complete an audit “on the spot”. Normally, adding a “New Audit Task” requires setting up the master audit first, with the additional ...
The items page is where you can record the details of an item or asset within your business that requires a scheduled or recurring task, for example, plant or machinery that requires annual maintenance to be undertaken. You can add tasks, audits, and ...