Create an audit

Note: In order to use any of the features in the Audits & Digital Checklists chapter, you will need to have access to the Audits & Digital Checklists module. You can reach us out through sales@azumuta.com to learn more.

What Is an Audit?

In Azumuta, an audit is a work instruction that was made under the Audits & Digital Checklists module.

An audit can belong to a folder (which gathers a group of audits under one roof – generally due to their similarities) or be a standalone audit.

Create an audit folder

Before creating your first audit, it’s best to create a folder. A folder allows you to group multiple audits in one location, making it easier for you to manage your audits. Here’s how you can create a folder:

  1. Click Audits & Digital Checklists on the homepage sidebar.
  2. Click Audit procedures.
  3. Click the yellow plus button on the bottom right of the screen.
  4. Click Create folder.
  5. Fill in the available fields (only the folder name field is mandatory – the rest are optional).
  6. Click Add.

Create an audit on a folder

Once a folder has been made, you can create audits there. Here’s how to make one:

  1. Click Audits & Digital Checklists on the homepage sidebar.
  2. Click Audit procedures.
  3. Click one of the existing folders.
  4. Click the yellow plus button on the bottom right of the screen.
  5. Click Create audit.
  6. Fill in the available fields (only the audit name is mandatory – the rest are optional).
  7. Click Add.

Note: By default, any audit made under the Audits & Digital Checklists module are marked as an "audit work instruction". This is what separates an audit from a regular work instruction.

docs how to create an audit on a folder

Create a standalone audit

You can also create an audit that is independent of any folder. Here’s how to do it:

  1. Click Audits & Digital Checklists on the homepage sidebar.
  2. Click Audit procedures.
  3. Click the yellow plus button on the bottom right of the screen.
  4. Click Create audit.
  5. Fill in the available fields (only the audit name is mandatory – the rest are optional).
  6. Click Add.

Tip: You can create an audit under any module in Azumuta, as long as you activate the Mark as audit work instruction button, as shown below.

docs how to create an audit on a folder

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