TABLE OF CONTENTS


What are Audit Types?

Audit Types are used to group audits together and assign common threshold values to the audits performed. 

The Audit Type is how you set the colour coding, Rank labels and Scoring scheme that your users will see when completing your audits. 





Once an audit is completed, the score and associated Rank are displayed:

You may use the same Audit Type for all your audits, or you may have a variety of Audit Types that you use for different Audits. 



View Existing Audit Types

From your Administration dashboard, select Audit Types



Here you will see a list of existing Audit Types.

To view the details of the Audit Types, for example the colours and thresholds set, select Actions and Edit from the drop down list:






Create an Audit Type

From your Administration dashboard, select Audit Types



Here you will see all the existing Audit Types in your system.


To create a new Audit Type, click Create


Enter a name for the Audit Type. The name should enable you to identify this Type from a list when you come to creating your Audit Template (Step 2 of Creating an Audit).



Select the Scoring Type from the following:

  • Standard Audit (All questions will use Yes, No or N/A options - see example of how this appears in the audit below)

 

  • ISO Audit (All questions will use Not Checked, Fully Compliant, Observation, Minor Non-Conformity or Major Non-Conformity options - see example of how this appears in the audit below)



Next, you can set the labels that you would like to appear to users for the different thresholds. 


You will be given two thresholds initially, to add more options, simply click +Add Threshold


Set the percentage thresholds for each of the labels. When a user is completing an audit, their audit score will associate to the thresholds you set here. 



Finally, choose the colour that you would like the audit to flag as based on each of the thresholds you have set. You can change the colour of the text and the colour of the background. To do this, simply click on the coloured box and either type the hex code you would like to use, or select a colour from the colour pallet.


Once you have selected the colours and are happy with all your settings, click Save.