Learn how to begin and complete a site audit or inspection.
An audit is a structured inspection or checklist that helps ensure safety and compliance at work sites. You may be asked to complete audits for:
There are two methods to start an audit:
| Method | Best For | Steps |
|---|---|---|
| Scan Asset QR Code | Equipment/asset inspections | Scan → Select Form → Complete |
| Manual Selection | General site audits | Select Category → Location → Form → Complete |
The fastest way to start an asset inspection. The category and location are automatically selected based on the scanned asset.
Important: QR code scanning requires internet connection. This feature does not work offline.
Step 1: Tap Start New Audit
From the Dashboard, tap Start New Audit in the quick actions area.
Step 2: Scan the Asset QR Code
Tap Scan Asset QR Code and point your camera at the QR code on the equipment or asset.
Step 3: Verify Auto-Selected Information
After scanning, the app automatically selects:
- Category - Based on the asset type
- Location - Based on where the asset is registered
Step 4: Select Audit Form
Choose the appropriate audit form for this asset inspection.
Step 5: Complete and Submit
Complete the audit checklist and submit.
Tip: If the scanned asset's category or location is incorrect, tap Rescan to clear and try again, or use manual selection instead.
Use this method when there is no QR code available or for general site audits.
Step 1: Tap Start New Audit
From the Dashboard, tap Start New Audit in the quick actions area.
Step 2: Select Category
Choose the audit category (e.g., Safety, Equipment, Site).
Step 3: Select Location
Choose the location or site where you're performing the audit.
Step 4: Select Audit Form
Choose the appropriate audit form for your inspection type.
Step 5: Complete the Checklist
Work through each item in the audit:
- Answer questions or checkboxes
- Add notes where required
- Take photos as evidence if needed
Step 6: Add Photos (if required)
Some audit items may require photo evidence:
1. Tap the camera icon next to the item
2. Take a clear photo of the condition
3. Add a description if prompted
Step 7: Review and Submit
Once all items are completed:
1. Review your responses
2. Add any final notes or observations
3. Tap Submit Audit
Step 8: Confirmation
You'll receive confirmation that your audit has been submitted successfully.
You can save an audit offline:
Important: The audit form cannot be started without internet. Form content is web-based.
What works offline:
- Saving an audit offline (location + audit type selection)
What requires internet:
- Starting the audit form
- Completing checklist items
- Adding photos
- Submitting the audit
When you reconnect, open your pending audit to start and complete the form.