This article will help with conducting an audit. See another article, if you want to start an audit.
There are two pages you will be using while conducting the audit: the list of sections and questions and the individual question page.
The list of sections and questions
This is the first page you will see after starting an audit. The page lists all the sections and questions of the audit. It is handy for getting an overview of the audit and navigating to specific parts of the audit. By clicking a section you can open it to see its questions.
You can also use the action button on the right side of the category to answer all the questions of that section.
By clicking a question you can navigate to the individual question page.
In the individual question page you can answer to the question. In addition, you can add observations.
You can navigate to the next and previous question by swiping left or right. In desktop you can use the arrows that appear on the bottom of the page. By clicking the back button in the left upper corner you can get back to the list of sections and questions.
An observation is something that you observed while inspecting. Observations should clarify your answer and might also describe how to improve the situation you're assessing. Observations can also be marked to need follow-up actions. This means that a person can be assigned to take care of an observation.
Examples of observations
An observation could describe an issue that can be considered as a defect. Below is an example of such observation:
Observations can also be used as a means of giving positive feedback and enforcing good practices:
Creating an observation
An observation can be created from the "What did you observe?" input at the bottom of the screen.
If you click the "What did you observe?" text input, you'll be shown a page where you can input a description about the observation. You can use the "Add photo" button to add photos to the observation.
You can also start by taking a photo by clicking the camera icon next to the text input. Once you've either selected the photo from your camera roll or taken a new one, you can continue adding more photos or writing a description.
The observation can be saved by clicking "Save" in the top right corner of the page. After saving the observation will show up in the question page under "Observations". If you don't want to save the observation, click "Discard".
Editing an observation
You can click an observation in the question page to edit its contents.
Once you're happy with your modifications you can save your changes form the top right corner. Clicking the "Discard" in the left top corner will discard any changes to the observation and return you back to the question page.
Deleting an observation
After clicking an observation in the question page you can click the "Delete" button at the bottom of the observation edit page.
A question might also have a set of quick observations to help with creating observations that occur often. When you click a quick observation the create observation page will be opened with prefilled description. You can still edit the description and add images to the observation before saving the observation.
An observation can be marked to need follow-up actions. This means that the observation can be assigned to a person who should take care of carrying out next steps. In addition, you can set a due date for the follow-up actions.
Submitting an audit
You can submit an audit once you have answered all the questions. You can see the progress of the audit from the footer bar. Once you have answered all the questions, the progress bar will change to a submit button.
By clicking the submit button you will be asked for confirmation. You can click "Submit" if you feel like you have finished the audit.