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).
Follow these steps to create a new audit definition:
Click Audits in the main header.
Click + Create New Audit in the upper-right corner.
Audit templates are available. To display a popup of descriptions for all of the available templates, click View Audit Templates in the upper-right corner.
From the drop-down, you can choose an Audit Template and click OK to pre-populate the form with information from the template. To create a custom Audit, bypass the template, go straight to the name and description, and continue below.
Edit the Name and Description (if necessary).
Choose a Frequency and Priority.
Choose one or more compliance Categories. Optionally, add one or more Subcategories.
Optionally, you can add walkthrough statements. These statements will be available in the Mobile app—to be marked as an exception, conformity, or not applicable.
Create a new assessment definition
In the Assessments module, you can choose an existing definition, but you may find the need to create a new definition. Follow these steps to create a new definition. At the top of any page, click Assessments. Click the Create new definition link to ...
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 ...
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 ...
Setup the Audit
New trial audit accounts are set up with a facility for your organization and an audit template for random facility walkthrough audits. You can add Departments and Facilities in the mobile app. To add new audit definitions, you must log in to the ...
Create a question library
A question library is a set of questions that can be reused across many assessments. A question may also feature a question reference and question mapping. Types of question libraries: System defined — you can use any of these libraries or clone a ...