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Creating & completing an audit

Forms & AuditsAll usersVerified 17 Sep 20261 min

Starting an audit

  1. Go to Audits and select New Audit.
  2. Choose the audit template to use.
  3. Fill in the site/location and any other setup details.

Completing it

Work through each question, scoring or answering as prompted and attaching photos where required. Any question flagged as non-conforming can have a corrective action task raised directly.

Submit the audit once every required question is answered.

Walkthrough video

Every step above, performed once in a demo organisation.

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