How Do I Document an Audit?
Recording Audits in the system is important, as it enables you to document the details of each audit carried out and monitor trends in audit scores over time.
- On the left side 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.
- Enter the Expected Completion Date.
- Select the Subcontractor from the dropdown options - the subcontractor must be assigned to one or more locations to be able to use the system, as subcontractors need this information to set up employees or accept jobs, for example.
- 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.
This is required before you can add an Audit:
- Set up Subcontractors
- Set up Stores
- Set up Locations
- Set up Projects
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.