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.
This article includes step-by-step instructions on how to configure an Audit Type.
This is required before you can add an Audit Type:
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.