Table of Contents
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.
Report Setup and Style
Step 4: Report Setup and Style - When you would like to select a report template that best fits your requirements.
How to Add New Users
Step 5: 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 6: 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 7: 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.