How to search for an audit

How to search for an audit

Searching for an audit

  1. Click on the “Audit” tab in the menu header:
  2. 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.
  3. Audit Details: Enter the Audit Name or the Reference Number to search for an audit:
  4. Timeframe Filter:
    By default, it's set to 'Last/Next 12 Months.'
    To search outside this range, click 'Select Dates' and specify the desired timeframe.
    The timeframe filter is looking at the due date of the audit.
  5. Location Filter: Select a specific site from the drop-down list to search for audit forms associated with that site.
  6. Frequency Filter: Choose Daily, Weekly, Monthly, or Yearly to refine your search results based on the audit frequency.
  7. Responsible Admin Filter: Search for the responsible admin assigned to an audit.
  8. Contractor Company Filter: Narrow down audits by specific companies associated with them.
  9. Form Filter: Search for audits based on what specific audit form is attached to a particular audit.
  10. Active Status Filter: Filter audits based on their status. 
    Note: only active audits will show by default.
  11. Once you've selected the desired filters, simply click the green search button to initiate the filtering process. The search results will be updated accordingly.

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