Audits in the App

Modified on Tue, 22 Nov 2022 at 11:29 AM

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In this article, we explain how to plan, view, filter and start audits in the App. To learn more, please click on the subject you would like to know more about:

Planning Audits

Audits are usually planned in the Dashboard, but if you want to schedule an extra audit for a client, object or unit, you can do it in the App as well.

Follow the steps below to plan an audit in the App:

1. Click on Object or Unit from the home screen

2. Click on the button Plan activity under Actions

3. Fill in the following information:

a. For Type Audit, enter the type of audit
b. For Description, you can add a note
c. For Deadline, enter the number of days for which the audit may start
d. Enter the Start date
e. Select if it can be scheduled for the Whole day if not, choose a time.  

4. Click on Saveto save the audit

5. Click Yes to confirm

Open and upcoming audits

On the home screen and the client, object and unit screens in the App you can find open audits. 

1. Swipe to see the different audits

2. Do you want to see all Audits? Click on the button View all

3. Choose one of the tabs to see the specific audits:

a. At To Do you will find all audits scheduled for this moment

b. At Upcoming, future audits are shown

Filtering audits

To easily find audits you can filter one or more options

1. Click on All form the home screen

3. Choose one of the following options to filter:

a. Filtering by Client will show all audits for this client and underlying entities

b. Filtering by Object will show all audits for this objects and underlying units
c. Filtering by Unit will show all audits for this units
d. Filtering by specific Audit will show all audits of this definition

4. Click on Show (..) result(s) when you have selected the desired filter options

To reset the filters go to Filter and click on Reset.

Start audit

An audit can be started in the App from the home screen or the specific client, object or unit screen.

1. Swipe to see the open audits

2. Click on the audit you want to conduct 

3. Click on Start. The open audit will be started.

It may happen that an audit cannot be started. For example, if a building is closed. It is important to specify why this audit can not be completed. First, follow step 1 and step 2 as mentioned above.

Then follow the step below:

4. Click on Cancel audit

5. Specify the reason why the audit cannot be started

6. Click on Cancel audit

By closing the audit in this way, this also becomes visible in the Dashboard. The audit is cancelled with the corresponding reason. 

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