Before we move on to creating audits or inspections, we would have to understand the common classification we have for questions, protocols & audits. This classification is Corporate and Site Corporate : When an entity is supposed to be used across whole organization , then it needs to be classified as Corporate type. Site : When an entity is supposed to be used in specific facilities of an organization , then it needs to be classified as Site type. E.g. ISO Audit questions apply to all locations, so we mark it as “Corporate” type but Forklift audit question does not apply to corporate offices, as it is specific to few types of facilities. So we classify it as “Site”. Now we can move on to the two major steps whose outcome would be used to create audits/inspection. These are Uploading Questions Grouping these questions in Protocol
These steps can only be performed specific users (Admins) Uploading Questions Once logged in, click on the “Modules > Audit Management > Manage Audit Questions”  Click on New button, this will open up Questions form. Fill out the initial form and hit save button.   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. 
Grouping questions into Protocol Click on the “Modules > Audit Management > Manage Audit Protocols”  Click on “New”, fill out the form and click “Save” button.  Then click on “Question Sections”, click on “New” button to open up form that will let you select the questions section / question that you created in previous step.   Note : System will automatically pull all the questions under the selected question category New questions can we added, sequenced or existing questions can be removed. 
Now that we have setup questions and protocols, we can create Audit/Inspection Program Creating a Audit/Inspection with Basic Setup Make sure you are on a location/facility in navigator and click on Audit Management icon in home  Click on “New” button, this will open up the form in “Basic Setup” , select the protocol you created or any other existing protocol and click on “Perform Audit” button.   This would land you on to the questionnaire page, you can select the “Manage Audits” from breadcrumb to go back to the list screen.  
Creating a Audit/Inspection with Advanced Setup Make sure you are on a location/facility in navigator and click on Audit Management icon in home Click on “New” button, this will open up the form in “Basic Setup” , now select the “Advanced Setup” option Make sure you are on a location/facility in navigator and click on Audit Management icon in home Click on “New” button, this will open up the form in “Basic Setup” , select the protocol you created or any other existing protocol and click on “Perform Audit” button.  This would open up additional questions such as type of audit/inspection, recurrences and advanced details section. Once filled, click on “Save and Next”.  Add new status to the Audit/inspection incase your organization has any other status other than “Audit Scheduled” and “Audit Closed”  Once added, click on “Save and Next”, this will open up Lead Auditor/Team Member section. Select the lead and members and then click on “Save and Next”  Now you would land on to the notifications section , where you can setup alerts and reminders for the audit.   This would complete the steps of creating audit/inspection with advanced mode.
Copying existing Audit/Inspection System gives an option to copy an existing audit/inspection instance, without copying the responses of the question. Click on the audit/inspection that you need to make a copy of and then click on “Copy” button.  This would create a copy of the existing program without copying responses/results from original program.  Click on the copied program Audit ID, click on the Audit Setup Tab > Program Details , this will open up the program details. You can rename the program if needed and click on save button.  
| 
