How to conduct an audit

Set Up an Audit Category

Navigate to Categories, click Add Category, select the site(s), and name it Audit.

Add an Audit Template

If you have an existing audit checklist, navigate to Templates and click Add Template. Add items manually or upload from CSV.

Create the Audit Task

Go to Task Management and click Add Task. Select your audit template using 'Select from Templates'. On the Assign page, attach the Audit category.

Schedule or Run Once

Choose Repeat for regular audits or One Off for a single audit. You can also create quick one-off audits on the mobile app by tapping the + button and selecting Create Task.