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How Do I Configure an Audit Type?


Audits are conducted throughout the workplace to assess compliance and evaluate health and safety practices, helping to maintain a safe environment for everyone in the organisation. The system includes a feature to configure Audit Types as part of the audit setup process. This allows you to add specific details to audits, which is important for clarity, consistency, and accurate reporting. Audit forms must be created before configuring Audit Types, as they are added during configuration.


To Configure an Audit Type:

  1. On the left column, go to Settings and click Audit Types.
  2. Click +New Audit Type.
  3. Enter the Name and Description of the new Audit Type
  4. Enter the number of Months, and Days - this is the time period the audit will take place.
  5. Select from the options the day that will be used to control the scheduled date:
  6. Creation date - the date the audit is set up on the system.
  7. Expected Completion - the date the audit will be completed.
  8. Enter the Days in Advance - this is the number of days in advance the audit will be generated prior to the scheduled date.
  9. Select the Form(s) from the dropdown options.
  10. Enter the Target of Score – this number represents the score that needs to be exceeded in the audit process.
  11. Select the Work Schedule from the dropdown options.
  12. Click Save & Submit.


This is required before you can add an Audit Type:

  1. Digitise your Audit Forms
  2. Configure Work Schedules


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, target of score and the form.


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 and period months and days.


Other Options:

Under the dropdown options, you will see an option to add more forms, by clicking the ‘Here’ button highlighted. This will take you to the Form Builder section - be cautious that when you click this button, the details you have entered will be deleted.

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