Audits
Set up and manage audits.
By Donna1 author36 articles
- Create a new auditIn this article, we take you through the steps to create a new audit.
- Edit an auditIn this article, we'll guide you through the process of editing an existing audit.
- Manage audit permissionsIn this article, we explain how to assign roles to an audit to enable visibility of it.
- Conduct an auditIn this article, we help you get started with conducting a scheduled audit.
- View audit historyIn this article, we explain how to locate and review audit history.
- Delete an open auditIn this article, we explain how to delete an audit from the system or remove it from a specific location.
- Manage audit foldersIn this article, we explain how to manage audit folders, by renaming or deleting them.
- Manage audit sectionsIn this article, we explain how to manage the sections in an audit.
- Submit audit with related actions onlyIn this article, we explain how to submit an audit while displaying only the actions relevant to that specific audit instance.
- Export and import auditsIn this article, we guide you through how to export, import, copy, and split audits.
- Open a closed auditIn this article, we explain how to re-open a closed audit.
- Edit or delete a submitted auditIn this article, we explain what happens if you want to re-open or delete an external audit.
- Merge auditsIn this article, we explain how to include multiple audits into one.
- Select residents from a dropdown in auditsIn this article, we explain how to switch the resident name field in audits from manual text entry to a selectable dropdown.
Schedules
Manage audit schedules.
- Manage audit schedulesIn this article, we explain how to create or amend one-time or recurring audit schedules, including start and end dates and repeat settings.
- Extend an audit deadlineIn the article, we explain how to extend an audit deadline in order to complete it.
- Amend an audit's frequencyIn this article, we explain how to change the frequency of an audit.
Ratings
Configure audit ratings.
- Configure audit ratingsIn this article, we explain the different ways to configure audit ratings.
- Understanding audit score calculationsIn this article, we'll hep you understand how audit scores are calculated.
- Set up audit score thresholdsIn this article, we explain how to set up audit score thresholds.
Audit questions
Manage audit questions.
- Amend an audit question typeIn this article, we explain how to change the question type in an audit.
- Missing audit questionsIn this article, we explain the reasons that prevent audit questions from displaying correctly.
- Character limit of audit comments explainedIn this article, we explain the character limit for audit comments.
Reports
Set up and configure reports.
- Report on submitted auditsIn this article, we explain how to run a report for submitted audits.
- Export system dataIn this article, we explain how to export system data for multiple reocords.
- Create an external audit reportIn this article, we explain how to create an external audit report.
- View, download, and print audit reportsIn this article, we explain how to view, download and print an audit report.
- View, download and print a Safeguarding reportIn this article, we explain how to view, download or print a Safeguarding report.
Mock inspections
Create and manage mock inspections.
- Create a mock inspectionIn this article, we explain how to set up a mock inspection.
- Enable access to mock inspectionsIn this article, we explain how to enable a role access to mock inspections.
- Can only part of a mock inspection be completed?In this article, we explain how Mock inspections need to be completed and how to create Audit Templates for focused inspections instead.
Troubleshooting
Guides to help you with audit errors.
- Unable to submit an auditIn this article, we help you identify the reasons why an audit won't submit and what to do.
- Audit missing from Audit PlanningIn this article, we guide you through the key reasons why audits may not appear on the Audit Planning screen and what to do.
- Duplicate audit cards in Audit PlanningIn this article, we explain what causes duplicate audit cards in the Audit Planning screen and what to do next.