How Do I Add an Audit?
Audits are carried out across the workplace to assess compliance and evaluate health and safety practices, ensuring a safe environment for everyone within the organisation. Conducting an audit provides valuable insight into a company’s policies and procedures, helping to determine whether they meet required standards and whether appropriate measures are in place.
Adding an Audit involves:
Initial set up - adding the audit to the system including the details.
Completion - filling the audit forms and assigning corrective actions
This article includes step-by-step instructions on how to add an Audit.
Initial Set Up:
- On the left side column, click Audits.
- Click +New Audit.
- Select from the options if you want to Create a New Audit or Re-schedule and Existing Audit.
- Tick the box if you want the audit to repeat periodically - a new audit will be created depending on the time period that is added to the Audit Type.
- Select the Audit Type from the dropdown options.
- Enter the Expected Completion Date.
- Select the Subcontractor from the dropdown options - Subcontractors must be assigned to one or more locations in order to use the system, as this information is necessary for actions such as setting up employees or accepting jobs.
- Select the Store, Location, and Project from the dropdown options.
- Select the Auditor and Auditee from the dropdown options.
- Enter the Cost.
- Click Save & Submit.
Completion:
- Click on the Audit you previously created.
- Fill out the required form(s).
- Click Save Changes.
- Implement Corrective Actions (if required).
This is required before you can add an Audit:
- Set up Subcontractors
- Set up Stores
- Set up Locations
- Set up Projects
- Set up Notifications
Other options:
- Under the dropdown options, you might see an option to add more, by clicking the ‘Here’ button highlighted. This will take you to the section you wish to add more of, i.e. Types, Subcontractors, Stores, Locations and Projects - be cautious that when you click this button, the details you have entered will be deleted.