This feature is available for users who have enabled Workforce HR.
What's covered in this guide?
Permissions & access
Access to the audits feature requires the Workforce Operations module to be enabled. This can be done by an account admin via Settings > Feature Management.
By default, audits can be created by Manager, General Manager, and Admin type roles. Manage permissions to create and edit audits through Settings > All Settings > Permissions > Customise access and roles under the System section.
Add audit details
Once Operations has been enabled and the permissions configured, checklist details can be added.
To do so:
Navigate to Operations > Audits
Click the + Add Audit button
Enter a Name (required)
Add Additional Information — a description of the audit (optional)
Specify access: choose from All locations, Restrict by locations, or Restrict by teams (required)
Set the audit as Active if it should be available immediately
Optionally configure Email Notifications by position
Click the Create button once all information is entered
Once created, started organising the audit with pages and sections.
Add pages & sections
Audits can be organised by Pages, and grouped even further by Sections.
To create a Page:
Open the relevant Audit through Operations > Audits > Edit
Click the + Add Page button
Enter a Name (required)
Add a Description or Reference File (optional)
Click the Create button
Click the Save button at the bottom of the page
Once a page has been created, sections can be added within the page.
Note: Sections are optional.
To create a section:
Find the relevant Page within the Audit
Click the + Add Section button
Enter a Name (required)
Specify if this section is Repeatable — if checked, staff can repeat the section multiple times when completing the audit
Add a Description or Reference File (optional)
Click the Create button
Click the Save button at the bottom of the page
Add questions
Once pages and sections have been created, start adding questions with the + Add Question button in the relevant section or page.
Each question can include the following details:
Name — enter the question you're asking
Type — select the type of response to be recorded
Trigger — add follow-up questions based on the employee's response (only available for Multiple Choice, Short Text, Number, Temperature, Rating, and Number Slider types)
Response options — additional configuration based on the response type selected (only available for Multiple Choice, Temperature, Rating, and Number Slider types)
Required — specify whether a response is required for this question
Additional information — add a description or reference file
Triggers
Depending on an employee's response, you may want to ask additional questions or capture more context. Create a trigger to handle this.
Note: Triggers can only be created for questions with the following response types: Multiple Choice, Short Text, Number, Temperature, Rating, or Number Slider.
To create a trigger:
Find the relevant question
Click the + Add Trigger button
Specify the Conditions that should trigger the follow-up
Enter the Value to trigger from (required)
Specify if the employee should leave an additional comment (optional)
Specify if the employee should upload a photo (optional)
Specify if the employee should be asked an additional question (optional)
Click the Save button at the bottom of the page
Multiple triggers actions can be set based on the type of questions.
Response details
For Multiple Choice, Temperature, Rating, and Number Slider response types, additional Response details can be included.
These include:
Multiple Choice — add response options (defaults to Yes/No)
Temperature — set minimum and maximum values
Rating — set minimum and maximum values (defaults to 1–5)
Number Slider — set minimum and maximum values (defaults to 1–5)
FAQs
FAQs
🚀 What's next?