Creating an Audit

Creating an audit is exactly the same process as creating a form.

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

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

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

3. Select Settings in the top right corner

4. Select the Frequency using the drop down

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

Publishing an Audit

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

2. Scroll to the audit you want to publish

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

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

5. Select Publish

6. Confirm on the pop up

The audit is now published and can be completed

Updated on: 12/05/2025