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Select residents from a dropdown in audits

In this article, we explain how to switch the resident name field in audits from manual text entry to a selectable dropdown.

Donna Parker avatar
Written by Donna Parker
Updated over 2 weeks ago

Save time and reduce errors by switching from manual resident name entry to a dropdown menu during audits. Follow the steps below to enable the dropdown option and streamline your audit process.

  1. From the left menu, click Admin.

  2. Click Feature Dashboard, then search for Audit Resident.

  3. Find the setting conduct-audit-resident-required.

  4. Choose one of the following options:

  • Free Text – allows manual text entry.

  • Select Resident – provides a dropdown list of residents.

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