This feature is available for users who have enabled Workforce HR.
What's covered in this guide?
Access audits via the app
Staff can access audits via the Workforce Mobile App. If an audit is associated with the team an employee works in, they will see an Audits widget on the home screen of the app. Tapping this links directly to the Scheduled audits tab.
Within the audits section, there are four tabs: Pending, Scheduled, All, and Completed.
Complete an audit
Scheduled Audits
Scheduling an audit is a great way to ensure all compliance-related audits are completed on time. Scheduled audits are displayed grouped by frequency (Daily, Weekly, Monthly, Custom), making it easy for team members to see what needs to be completed and when.
Fill an audit
To fill an audit, tap Start and the audit will load for you to complete.
Any question set up with a trigger will display the follow-up question after the response to the parent question has been saved.
Repeating a section
When an audit section is marked as repeatable, you will have the option to repeat that section multiple times while filling the audit.
Use the Prev and Next buttons to move between pages, and tap Submit when you have finished filling out the audit.
In-progress audits
Any audit that has been started can be accessed in the Pending tab. Any other user in the same team can continue filling an in-progress audit — useful when a team is working through a lengthy audit during a busy period.
Ad-hoc audits
Any audit template accessible to a user can be started at any time without needing to be scheduled. These are available from the All tab. If there is a need to complete an impromptu audit — such as a store walk, stationery order form, or room inspection — it can be started from here.
Completed audits
Completed audits can be found in the Completed tab, where they can be reviewed at any time.
FAQs
FAQs
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