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 and Admin type roles. Manage permissions to create and edit audits through Settings > All Settings > Permissions > Customise access and roles here under the System section.
Add audit details
Once Operations has been enabled and the permissions configured, checklist details can be added.
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.
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 section Name (required)
Specify if this section is Repeatable
Add a Description or Reference File (optional)
Click the Create button
Click the Save button at the bottom of the page
Once pages and sections have been created, start adding questions with the + Add Question button in the relevant section/page.
Each question can include the following details:
Name - enter the question you're asking here
Type - select the type of response that should be recorded
Trigger - add any additional questions to be asked based on the employee's response (only available for Multiple Choice, Character, Number, Temperature, Rating, and Number Slider types)
Response options - additional details 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 either a description or reference file
Depending on an employee's response to a question, you may want additional information or context. Create a trigger to ask a follow-up question.
Note: Triggers can only be created for questions with either Multiple Choice, Character, Number, Temperature, Rating, or Number Slider as the response types
Multiple triggers actions can be set based on the type of questions.
For Multiple Choice, Temperature, Rating, and Number Slider response types, additional Response details can be included.
Additional response options for Multiple Choice responses (defaults to Yes/No)
Minimum and maximum values for Temperatures
Minimum and maximum values for Ratings
Minimum and maximum values for the Number Slider