Table of Content

When is this helpful?

How to Create a New Location

How to Edit an Existing Location

How to Delete/Archive a Location

Related Articles

When is this helpful?

Once you set up your account in GoAudits the next step is to configure your Company Location. Each company or department may have multiple locations.

How to Create a New Location

Step 1: Log in to the admin portal: https://admin.goaudits.com/ on a Desktop. Under ‘Setup’, select ‘Locations’.

Step 2: To create a new location, select the Add button on the right-hand side of the screen.

Once you have selected 'Add' you will be presented with the screen below:

Step 3: Select the Company (if you have more than one) you would like to assign the location to. Once completed you may make changes to the following fields:

-Location Name

-Location Code

-Time Zone

-Address

-Postcode/Zipcode

-To Email cc Email (email of the manager/person responsible on-site)

- CC Email

Please note the Location Name is Mandatory, however, the other fields are Optional.

Step 3: Click Save.

GoAudits SuperTip:

We highly recommend creating a 'Test' location first where you can perform tests or use them for training purposes.

How to Edit an Existing Location

If you need to make any changes to an existing location tap on the 3 dots and then Edit as per below:

How to Delete/Archive a Location

To disable or remove a location select the 3 dots and then Delete/Archive as per below:

To find a deleted location, please tap on Archived/Deleted as per below:

That's it, the next step is configuring a form/inspection template.

Step 3 - Configure the Audits using Form Builder

Related Articles and Next Steps:

Step 1 Choose, Customize or Create Audit Templates

Step 3 - Configure the Audits using Form Builder
Step 4 Report Setup and Styles
Step 5 Setup an Email Template

From a mobile device, click on 'Import Settings' to re-import the latest changes made in the Admin Portal.

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