Table of Contents

Before you Start-Register and Create an Account

How to Create Company/Department

How to Add Location/Branch/Store

How to Configure the Audits/Checklist using Form Builder

How to Add New Users

How to Setup an Email Template Distribution List

How to Setup an Action Plan Assignee

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Before you Start - Register and Create an Account

How to create an account - To get started you will need to create an account.

How to Create Company/Department

Step 1: Create Company/departments - Setup your Company/Department Folder(s)

How to Add Locations/Branch/Store

Step 2: Add your Area Locations/Branch/ Store - You may set up one or more locations for each company/department.

How to Configure the Audits/Checklist using Form Builder

Step 3: Configuring the checklist - Create a customized audit form/checklist to be used when performing an inspection.

How to Add New Users

Step 4: Adding new users - When you want to add a new user, manage the user's access rights, or if you want to assign roles to a new user.

How to Setup an Email Template Distribution List

Step 5: Setup Email Distribution - Once you have completed an audit, you may set up customized email templates to distribute the reports to different email addresses.

How to Setup an Action Plan Assignee

Step 6: Setup the Action Plan Assignees - Actions Plans are set up as part of the audit process to assign any findings to an individual from your team or an external team to perform an action.

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Onboarding Step by Step

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