When is this helpful?

When you would like to create a schedule of audits to be performed for different locations throughout the year.


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

Step 2: Select Create Schedule from the top right-hand corner of the page and complete the fields displayed.

Step 3: Select the Title and Category of the schedule you want to create, you can also add a description

Step 4: Choose the Company/Department you require and then choose the Audit for the schedule

Step 5: Choose the Locations you want to include for the scheduled audit and then click Next

Step 6: Select the Auditor you want to carry out the scheduled audit and then click Next

Step 7: Choose between the three options of frequency of the audit: Daily, Weekly, Monthly.

-Daily:

-Select a start date for your schedule,

-Select an end date from the two options:

End after x occurrences (end the schedule -after 30 audits have been completed)

OR

Choose an end date from the calendar for your schedule,

-Choose a time frame for your schedule, this is how long the auditor has to complete the audit on that day (can complete the audit between 10 am and 12 pm,

-Click Next to move on to the next step.

-Weekly:

-Select a start date for your schedule,

-Select an end date from the two options: End after x occurrences (end the schedule -after 52 audits have been completed) or choose an end date from the calendar for your schedule,

-Choose a time frame for your schedule, this is how long the auditor has to complete the audit on that day (can complete the audit between 10 am and 12 pm,

-Choose the days of the week to allow audit to be complete (auditor can complete the audit between Sunday and Monday,

-Click Next to move on to the next step.

-Monthly:

-Select a start date for your schedule,

-Select an end date from the two options: End after x occurrences (end the schedule -after 12 audits have been completed) or choose an end date from the calendar for your schedule,

-Choose a time frame for your schedule, this is how long the auditor has to complete the audit on that day (can complete the audit between 10 am and 12 pm,

-Choose what dates of the month to get schedule (auditor must complete audit on the 4th, 18th and last day of each month)

OR

-Choose what days in the month to get schedule (auditor must complete audit on a Monday or Tuesday of the 1st or 4th week of the month),

-Click Next to move on to the next step.

Step 8: Choose the notification settings to enable for your schedule from:

-Enable email reminder to the auditor x hours before the schedule is due

-Enable email reminder to the auditor x days before the schedule is due

-Add another user to be notified of the schedule, just type in their email address

-Enable schedule lock, once the end date is reached the audit cannot be completed anymore

-Allow users to re-assign/swap the schedule to other users, this can be in the cases the original auditor cannot complete the audit at the scheduled date and time

-Allow users to change the status of the audit

-Allow auditor to complete the audit x days and x hours before the schedule (auditor can carry out the audit 1 day before the scheduled time)

Step 9: Once you are satisfied with your choices select Create to complete the schedule.

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

Below is a screenshot of how your schedule will appear on the mobile device.

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