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Edit and delete a scheduled audit

You can still edit various aspects of an audit that has been scheduled beforehand. Here’s what you can do:

Edit a scheduled audit (basic)

  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 edit (represented by a dot).
  5. There, you can add/edit the following by clicking the related elements on the editor:
  • The audit date & time (don’t forget to click Save date once you’ve edited the date & time).
  • The audit status (success/fail/N/A)
  • The audit executor
  • The audit work instruction
  • The audit spot (audit folder)
  • The executor group (if the audit executor is more than 1 person)
  • Notes to the executor(s)
  • A reminder email to the executor(s) to ensure that they won’t forget to execute the audit
  • The variants and parameters that are associated with this audit (you must first click the ⋮ (three-dot) icon next to the audit’s date & time and click Edit variants and parameters to access this option)
  • The option to recalculate the average values inputted to number checks, slider checks, and score checks on this audit, which can be displayed as the event caption (you must first click the ⋮ (three-dot) icon next to the audit’s date & time and click Recalculate summary to implement this option)

Delete a scheduled audit

  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 edit (represented by a circle).
  5. Click the ⋮ (three-dot) icon.
  6. Click Delete.
  7. Click Delete again.

Edit/delete recurring audits simultaneously

  1. Click an audit that was scheduled using the recurring audits feature.
  2. Click the ⋮ (three-dot) icon next to the audit’s date & time.
  3. Click Select recurring events.
  4. Do the desired edits, or click Remove all to delete them.