Some audits must be conducted on a recurring basis—whether daily, weekly, monthly, quarterly or annually. You can easily schedule an audit to repeat at regular intervals, eliminating the need to create a new audit each time. This approach significantly reduces the risk of missing a scheduled audit.

To set up a recurring audit, please follow the instructions outlined below.

Scheduling a repetitive audit

1. Select the “Audits” tab to navigate to the Audits dashboard.

2. Click on the "Add New Audit Task" button.

3. In the "Add New Audit Task" section, provide the "Audit Name" and "Description" information.

4. Choose the appropriate "Category" and its Subcategory.

5. Specify the "Location," including sub-location levels such as State, Site, and Area.

6. Select a "Responsible" person by typing their name from the dropdown list.

7. For "Additional Information," click the black "Arrow icon" to expand the form and enter more details.

8. If "Automatic Close" is needed, toggle the setting to "ON" and specify the number of days.

9. Adjust the "Start Date" and "End Date" as necessary. If no end date is provided, the audit will be set to repeat indefinitely.

10. Toggle the “Repeat” setting to “ON” and in the “Recurrence” window, select the “Repeat Frequency”, set the relevant options and click “Save”. Note: for quarterly audits, select “Monthly” and “Every 3 months”.

11. By default, reminders are set to notify you one day before the audit is due. To change this, adjust the “Reminder Before” setting to the desired number of days. As an option, an additional reminder can be sent (via Email or SMS) for another person by entering their email address or mobile number.

12. Change the “Actions Auto-Approve”, “Actions Auto-Close”, “New Audit Auto-Approve” settings to “ON” if required.

13. Use the “From File Manager” or “Select files” buttons to “Attach Document(s)” relevant to the audit.

14. To select “Audit Form(s)”, click the “Attach Audit Form” button.

15. Click the appropriate “Attach” button to select an Audit Form from the Audit Library. You can repeat this process to add more Audit Forms if needed. Click “X” to exit.

16. Add “Comments” if required.

17. To save the audit, click “Add New”.

The new master audit will then be displayed on the dashboard. To view the scheduled sub-audits, click the black "Arrow icon" to expand the master audit.