Table of Content

How to Start a New Audit

Questionnaire

Assign and Action Plan

Attach an Image

Enter Comments

Comments & Signature

Preview

View Report

Mark as Completed

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When is this helpful?

This is helpful when you would like to complete an audit from your Desktop.

Step 1: Log in to the portal:https://app.goaudits.com/ on a Desktop and enter your login details.

How to Start a New Audit

To begin a new audit, click the Start New Audit button on the menu on the left or the Start New Audit button on the top-right of the screen.

On the 'New Audit' page, fill in the necessary details to start the audit.

Questionnaire

Once you begin the audit, the questionnaire will appear. You will have the option to select an answer, enter a comment, take a photo, or select a photo from your gallery.

Assign an Action Plan

If you have configured a question to require an action plan you will be able to add the following;

1) Click on Action Plan

2) Type the actions required in the text box

3) Assign the task to an individual

4) Set the Priority

5) Select the Due Date

6) SAVE

Attach an Image

To attach an image, click the Photo button. Click on the Upload Image box and select an image from your computer.

You will only be able to upload an image. You will not be able to take a photo on the Web App.

Enter Comments

To add comments, click on the Comments box and enter comments in the text box.

Comments & Signature

On the signature page, you have the option to enter comments/summary information to be shared with those that will receive the report.

Preview

At the end of the questionnaire, you will have the option to preview the report or mark it as completed.

View Report

Once the report has been downloaded it will pop up on your screen in the form of a PDF: This will allow you to view the report in detail before it is marked as completed.

You can scroll down to the pages of the PDF file to see the answers to all your questions, as well the report style allows you to see the results of other reports previously completed, that way you can see the pattern to all the questions.

Mark as Completed

Once you are satisfied with your report click Mark as Completed, this will close the PDF. Therefore, you will not be able to go back and make any other changes.

Also, by tapping Mark as Completed it will generate an email that will be sent to you and your email distribution list mailbox with the PDF report as an attachment.

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