How to create an audit form
Creating an audit form
- Click the "Settings" tab in the menu header:
- Click on 'Audit' in the sub menu > the Audit form dashboard will appear:
- Click on "Add New Form”:
- Select “New” for a new form:
- Select the "Form type":
- Enter the name or title of the form > a brief description of the form's purpose (this is optional):
- Select your Scoring settings:
Related Articles
How to create a new audit form from a copy
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 ...
How to search for an audit
Searching for an audit Click on the “Audit” tab in the menu header: Use the filters on the left hand side. Note: These filters are designed to narrow down your search criteria and find the information you need quickly. Audit Details: Enter the Audit ...
How to export an ad hoc report
You have the ability to request ad hoc reports using filters to export data related to the audits/tasks on your dashboard. The below instructions will take you through the steps to export the requested report. Exporting an ad hoc report Go to the ...
Auditor dashboard overview
Welcome to the Auditor Dashboard, where you can easily search for audits using various filters. Let's explore how to navigate through these filters and find the information you need. As you log in, you'll notice the filters located on the left-hand ...
How to set up a report
Reports can be generated to export data from your package. We have various default reports to choose from and recommend generating the report relevant to the data you wish to export. This data can be narrowed down based on the filters applied to the ...