How Do I Configure an Audit Type?
Adding an Audit Type to the system helps categorise audits for better organisation, tracking, and reporting.
- On the left side menu, go to Settings and click Audit Types.
- Click New Audit Type.
- Enter the Name, Description, Months, and Days.
- Select the Form from the dropdown options (you can select multiple).
- Enter the Target of Score – this is required because it will represent the score that will need to be exceeded in the audit process.
- Click Save & Submit.
- 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.
This is required before you can add an Audit Type:
- Digitise your Audit Form
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.