Creating an Audit

Creating an audit is exactly the same process as creating a form. Please reference 'Creating a Form' also on the support center. 

The differences between creating an audit and a form are: 

- an audit needs to be published. 

- an audit cannot be completed ad-hoc it must be completed according to its schedule

- audit reporting is done through the Audit Squiz Dashboard. This summarizes the information on all audits.

- an audit can only be completed by a User with Area Manager or above access.

The audit must be scheduled, to do this go to Audit Squiz - Templates

Select the three dots at the end of the audit and select edit

Select Settings in the top right corner

Select the Frequency using the drop down

Press save on the settings panel and on the audit itself.

To publish an audit you need to go to Audit Squiz - Templates

Scroll to the audit you want to publish

A published audit can be identified by the green calendar box, if it is grey and has no tick this is not yet published.

Select the three dots at the right hand side of the audit

Select Publish

Confirm on the pop up

The audit is now published and can be completed