Completing the audit task
All audit assignments will appear in the Tasks tab.
To complete an audit, follow these steps:
Scroll down and click the Tasks tab, then click the small Conduct Audit link.
On the Conduct Audit page, click the Complete this Audit link in the upper-right corner.
On the Complete Task page, choose a name from the Audited By drop-down.
Type in a Findings Summary.
If applicable, check the Has exceptions? Box.
Type in an Actions Taken Summary.
Choose an Audit Date and Report Date.
Optionally, choose a Completed On date.
Optionally, you can add walkthrough statements (if shown on the page). These statements will be available in the Mobile app—to be marked as an exception, conformity, or not applicable.
Click the Submit report button to submit the report and finalize the audit.
A confirmation message will appear, and the completed audit task will appear in the Activity tab of the audit page. Using the links on the right, you can add attachments to the audit task and export the summary information to a PDF.
Create and Assign a Task
You can create a task and optionally assign it to one or more people. Besides creating general action items, you can create tasks related directly to other compliance items. See Types of Tasks in the Overview for more info. To create and assign a ...
Performing an Audit
After creating a new audit definition, you’ll see the basic definition on the next page. From there, you can: Assign the audit Add an audit report Manage attachments Complete the audit. Assign the audit Follow these steps to assign an audit: In the ...
Conduct a Mobile Walkthrough Audit
Conduct the Audit Follow these steps to perform the audit: The walkthrough list is broken down by statement type. By default, the statement types are: Administrative Building Electronic Hardcopy Physical Verbal Tap a statement you'd like to mark ...
Links to audits can be found on the Audits dashboard. Click an audit link to see its reports. On the reports page, click a report to view it. You can then review the report summary, add more attachments, and export the summary to a file.
Create an Audit Definition
In the Audit feature, you can manage government regulations with pre-packaged and customizable audit definitions. The workflow is simple: create an audit definition, assign the audit, and complete the audit (using the mobile app, if applicable). ...