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titleBasic Walkthrough

Conducting Audit/Inspection

  1. Once you login to site, click on the Audit Management Icon on the homepage

  2. You would land on to a page that has the scheduled audits, click on the appropriate audit/inspection

  3. System would land you on to the questionnaire page, where you see all the inspection checklist or audit questionnaires

  4. Use the response dropdown against each of the to provide your response.

  5. In case of a non-preferred answer, system would ask you to create finding, click on the red icon to open up the findings screen

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  6. Fill out the form and save it, system does gives you an option to create an Action Item for the finding too.

  7. In case you need to create an action item for a finding, then respond to the question “Create Action Item” in the finding screen, then fill out the action item form and save the whole form.

  8. Now the red icon will be green indicating that finding step is complete.

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titleAdvanced Walkthrough

Before we move on to creating audits or inspections, We would cover two major steps whose outcome would be used to create audits/inspection. These are

  1. Uploading Questions

  2. Grouping these questions in Protocol

These steps can only be performed specific users (Admins)

Uploading Questions

  1. Once logged in, click on the “Modules > Audit Management > Manage Audit Questions”

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  2. Click on New button, this will open up Questions form. Fill out the initial form and hit save button.

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  3. Once initial form of the question is saved, click on the Responses tab and fill out the responses for the question and their type. Once filled, click on the save button.

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Grouping questions into Protocol

🔩 Field Details and Configurability

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