For the audit to show on the Audit Planning screen, the audit must have the following assigned:

A location.
A schedule with a Minimum Expected Frequency
At least one role assigned to it.

If any of these elements are missing, the audit will not be visible in the audit planning screen. Use the checklist below to resolve this.

Locations

Check if the audit has been assigned to the location and update it if needed.

Click Admin.
Under Audits, click Manage Audits.
Click the Select Folder drop-down and click the folder name of the audit.
Next to the audit, click Assign Home. A table will appear to check for homes assigned to the audit.

Assign a location

Assign the location to the audit.

Click the Select Homes drop-down and select the location.
Click Assign.

Minimum expected frequency

Check is if the minimum expected frequency and schedule have been completed and update it if needed.

Click Admin.
Under Audits, click Audits Planning.
Click the Home drop-down and click on the location.
Click Audit settings.
Locate the audit in the list, and click Setup next to it.
If the Minimum expected frequency section is blank or Ad hoc when required is not selected, this will need to be completed.

Update the Minimum expected frequency

Under Quantity, type in the number of audits to be completed.
Under Frequency, click the drop-down and select the period of time.
Under Start date, enter the date the audit is to commence or select the date by clicking the calendar icon
Click Save.

🤓Tip: If the frequency will be on an Ad hoc basis, tick the box next to Ad hoc when required.

Schedules

Check if the audit has a schedule and create one if needed.

Click Admin.
Under Audits, click Audit Planning.
Click the Home drop-down and click on the location.
Click Audit settings.
Locate the audit in the list, and click Setup next to it.
Check if an audit schedule is listed by appearing lower down from the Minimum Expected Frequency section. If it's not there, you'll need to add one.

Add a schedule

Click Add Schedule.
Enter the Start and End dates.
Enter the Open and Close deadline dates.
Enter the number of times the audit should repeat, or tick Repeat indefinitely if there is no maximum number.
Click Save.

📌Note: Audits with future schedule dates won't be visible on the audit planning screen until that date.

Start dates

If start dates of audits are set with a future date, audits won't appear on the Audit Planning screen until that date, even if they are scheduled for an earlier date.

Check an audit start date

Click Admin.
Under Audits, click Audit Planning.
Click the Home drop-down and click on the location.
Click Audit settings.
Locate the audit in the list, and click Setup next to it.
In the Expected Minimum Frequency section, check the start date. If the date is in the future, you'll need to amend it for it to appear.

Amend start date

Click the edit icon
Update the start date, then click Save.

Schedule timeframes

If the audit is intended to be completed weekly or monthly, the timeframe must reflect this frequency. Having only a portion of the week or month set up in the scheduled timeframe will restrict the days when the audit can be completed.

Check timeframes

Click Admin.
Under Audits, click Audit Planning.
Click the Home drop-down and click on the location.
Click Audit settings.
Locate the audit in the list, and click Setup next to it.
Check the start and end date sections.

Amend start and end dates

Click the edit icon
Update the start and end dates accordingly, then click Save.

🤓Tip: For weekly audits, the schedule should cover all 7 days; for monthly audits, it must include both the first and last day of the month.

Roles

Each audit can have roles assigned to it to control who can access it. If a user's role isn't assigned to an audit, it won't display for them. Follow these steps to identify whether a role has been assigned to assign a role to an audit.

Check assigned roles

Click Admin.
Under Audits, click Manage Audits.
Click the Select Folder drop-down and click the folder name of the audit.
Next to the audit, click the edit icon
In the additional Audit Settings box, click the Assign Roles to Audit drop-down box.
Roles with a tick next them are assigned to the audit, those without a tick aren't.