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How Do I Configure an Audit Record Type?


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. An Audit Record Type is used when adding an Audit as it can help to ensure all the required documents and information is present and compliant. Additional Audit Record Types are automatically added to Audits to provide extra details, such as photos, videos and documents.


This article includes step-by-step instructions on how to configure an Audit Record Type.


  1. On the left column, go to Settings, and click Audit Types.
  2. Click +New Audit Record Type.
  3. Enter the Name, and Description.
  4. Click Save & Submit .


  1. A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. name.


  1. A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. description.

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