If you are assigned a required audit, you will receive an in-platform task and an email notification. You will also see outstanding audits under the "Outstanding" tab under Audits in the side menu. If you aren't sure if you are meant to complete an audit, reach out to your manager or system Admin for clarification. 

To complete an audit task (a required audit) you must either click "Start" on the outstanding audit submission under the Outstanding tab, or select the task from your Task list. You can submit an ad-hoc audit (one that may be done any time) by clicking the "Submit Audit" button and starting a new submission.

  1. In the side menu, click Audit Central, then Location Audits. 
    Note: Depending on side menu configurations, yours may be under Surveys & Audits or Locations. The audits module may have been renamed by your organisation as well.
  2. If you have outstanding submissions, you will see them listed here.
  3. Click "Submit Audit" to start a new submission, or click the Checkmark icon under Actions to begin a required audit task.
  4. If you have started an audit task, the location name and questionnaire name will already be selected. Otherwise, select which workplace you are completing the audit on, which audit you are completing, and then read and confirm you understand the instructions. The submission date will automatically populate.
  5. Answer the audit questions, remembering to add comments or files where needed.
  6. Add Action Items where needed. These will create tasks for the person you assign them to.
    Note: Action Items can be assigned to users at the location the audit is being completed on, and Admin users.

Important: Review your answers at the end before hitting submit. Once you click submit, you cannot change or revoke the submission. 

You can view your complete audit submissions by clicking Audit Central > Location Audits, then the "Complete" tab on the right side of the page.