How do I create an audit?

If you have purchased self-audits, once the audit set has been uploaded, and the audit round has been opened, you will be able to begin creating and conducting audits

Please note: It is normally only Administrator user roles who have permission to create an audit

Click the Audits module in the left-hand navigation.

Click the Manage audits tab.

Select the audit round which you would like to assign audits from

If you click +Add audit this will allow you to assign an audit to a location and to an auditor

Once you have done this, the Audit will appear in Upload for the selected Auditor

If you go back to ‘Manage Audits’ and select the same audit round, you will then be able to see the audit underneath and the status of it

If you wish to cancel the audit, you can do so by selecting the menu on the right hand side

Once an audit has been published, the status will change to Published. If you wish to edit the audit, click Un-publish which will make the audit appear in Upload for the auditor it’s assigned to.