How to Execute an Audit as an Admin

How to Execute an Audit as an Admin

While audits are usually carried out by operators, admins can also execute planned and ad-hoc audits when needed. Here's how:

1. Click Audits & Digital Checklists on the homepage sidebar.
2. Click Planning.
3. Select the desired planning tab.
4. Click the scheduled audit that you would like to execute (represented by a circle).
5. Click Fill out.
6. Go through all of the instruction steps.
7. At the end of the audit, choose either Success or Failed.

How to Manually Mark/Change the Status of a Planned Audit as an Admin

1. Click Audits & Digital Checklists on the homepage sidebar.
2. Click Planning.
3. Select the desired planning tab.
4. Click the scheduled audit that you would like to mark/change the status of (represented by a circle).
5. Next to Status, click either Success, Fail, or N/A.
6. The circle will change color, depending on the audit status.