Audit Administration

Creating a Copy of an Existing Audit Template
If you are looking to make significant changes to an audit template, or if you need to create a new audit template that is very similar to an existing one, ...
Fri, 2 Sep, 2022 at 12:25 PM
Marking an Audit Section as a Priority
When creating your Audit Template, you have the option to mark a Section as a Priority Section and give a minimum score allowed for this Section of the audi...
Fri, 2 Sep, 2022 at 12:26 PM
Deleting a Section, Requirement or Evidence Question from an Audit Template
If you need to remove a Question, Requirement or even a full Section from an Audit you can do so. These changes will take effect as follows: Any deleted i...
Fri, 2 Sep, 2022 at 12:26 PM
Approving Access for Audits on Mobile Devices
Any mobile device that has registered to use the mobile audit app has to be approved before they can log into the system on the app.  They will be asked on ...
Fri, 2 Sep, 2022 at 12:27 PM
Completing the Audit Template Upload Spreadsheet
This article outlines how to fill in the spreadsheet that is used to upload audit sections, requirements and evidence questions when creating a new audit te...
Fri, 2 Sep, 2022 at 12:27 PM
Editing the Audit Recurrence Period on an Audit Template
Audits can automatically scheduled following completion, based on a recurrence period set in the Audit Template. If an audit has been set to automatical...
Thu, 10 Jan, 2019 at 11:59 AM
Deleting or Archiving an Audit Template
If a template has never been used, it can be deleted from the system. Once it has been used, it cannot be deleted, but instead should be archived. Archiving...
Wed, 5 Jun, 2019 at 9:11 AM
Upload a New Version of an Audit Template Using a Spreadsheet
This article outlines how to create a new version of an audit template that has been previously scheduled, by uploading an updated spreadsheet template with...
Thu, 14 Apr, 2022 at 2:05 PM