Execute an audit as an admin

Updated

Execute an audit as an admin

While audits are usually carried out by operators, admins can also execute planned and ad-hoc audits when needed. Here's how:

  1. Click Audits & Digital Checklists on the homepage sidebar.
  2. Click Planning.
  3. Select the desired planning tab.
  4. Click the scheduled audit that you would like to execute (represented by a circle).
  5. Click Fill out.
  6. Go through all of the instruction steps.
  7. At the end of the audit, choose either Success or Failed.

Manually mark/change the status of a planned audit as an admin

  1. Click Audits & Digital Checklists on the homepage sidebar.
  2. Click Planning.
  3. Select the desired planning tab.
  4. Click the scheduled audit that you would like to mark/change the status of (represented by a circle).
  5. Next to Status, click either Success, Fail, or N/A.
  6. The circle will change color, depending on the audit status.