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Conduct an audit

In this article, we help you get started with conducting a scheduled audit.

Donna Parker avatar
Written by Donna Parker
Updated over 3 months ago

You'll only be able to view and conduct an audit if it's been scheduled. Follow the steps to start conducting a scheduled audit.

  1. From the left menu, click Admin.

  2. Under Audits, click Audit Planning,

  3. Use the Home drop-down box to select the location.

  4. If needed, use the Filters to locate the audit.

  5. Click Manage Audit on the card to open the audit.

  6. Click Create New to start a new instance of the audit.

πŸ€“Tip: If you can't see the audit to conduct it, it may need to be scheduled first.

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