How Do I Document an Audit?
It is important to add Audits to the system as it allows you to document details about the audit that was conducted and view trends of audit scores over time.
- On the left side click ‘Audits’.
- Click ‘+New Audit’.
- Select the Audit Type, Subcontractor, Store and Expected Completion Date - 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 location from the dropdown options.
- Click 'Save'.
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.