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Creating an Audit

Written by Freyja Jensen-Dowell
Updated over a week ago

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.

  • An audit can only be completed by a User with Area Manager or above access.

Scheduling an Audit

  1. 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. Go to Audit Squiz - Templates.

  2. Scroll to the audit you want to publish.

  3. A published audit has a green calendar box. If it's grey with no tick, it is not yet published.

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

  5. Select Publish and confirm on the pop-up.

  6. The audit is now published and can be completed.

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