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.

Scheduling an Audit

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.

Publishing an Audit

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

Updated on: 08/07/2024