Create, assign and review audits

The Audit section follows one end-to-end workflow for running compliance and quality audits with your staff.

1. Create or choose Saved Questions — the reusable question set your audit will use.
2. Create and Assign the audit — give it a name, pick the questions and choose staff.
3. Staff complete their assigned audits — each selected employee answers the questions.
4. Review findings and Action Plans — check results and approve corrective work.
5. Access reports and evidence — export, print and review uploaded evidence.
6. Close the audit — mark it finished once all work is complete.

You do not have to finish everything in one sitting. An audit can be saved as a draft and completed later.

Use Audits → Create and Assign to build a new audit:

1. Audit Details — give the audit a clear name, an optional description and an optional due date.
2. Saved Questions — reuse an existing question set, or create a new one for this audit.
3. Creating questions — add each question, choose its type and mark the expected answer where relevant.
4. Assign Staff — select the active employees who should complete the audit.
5. Review & Create — check everything on one screen before you commit.

You have two ways to finish:

• Save as Draft — keeps the audit private and unassigned so you can return later.
• Create and Assign — makes the audit active and notifies the selected staff.

Saved Questions are reusable sets of questions. Building a set once means you can run the same audit again without retyping it.

• Use an existing set when creating an audit.
• Create a new set from scratch when needed.
• Yes/No questions can be scored automatically; free-text questions capture written notes and are not scored.
• Mark a question as required so it cannot be skipped.
• Highlight critical findings where a wrong answer matters most.
• Where available, import from Excel to create a question set quickly.

Editing a saved set does not change audits that were already completed. Historical answers and scores are always preserved.

• One assignment is created per selected employee — each person gets their own copy to complete.
• Only active employees can be selected.
• You can assign more staff later with Add More Staff.
• Duplicate assignments are prevented — assigning the same person twice will not create a second copy.

The Calendar & Reports tab brings planning, reporting and evidence together:

• calendar planning for which audits should run in each month;
• upcoming and overdue audits;
• Excel export of audit results;
• printable employee audit report;
• evidence and history;
• completed staff audit records with filters.

An audit can be closed only when:

• all assignments are Completed or Locked;
• no Action Plan is still unresolved;
• no manager review is still pending.

Closing preserves all data — answers, scores, evidence and history remain available. Reopening returns the audit to active administrator tracking; it does not unlock employee submissions or change Action Plan statuses.

If the Close Audit button is unavailable, open the audit's Audit Status panel — it lists exactly what still needs to be finished.

Audit

• Draft — created but not yet assigned to staff.
• Open — active and being worked on.
• Closed — finished and recorded; all data preserved.

Assigned staff audit

• Not Started — the employee has not begun.
• In Progress — the employee has started answering.
• Completed — the employee has finished.
• Locked — finished and locked so it can no longer be edited.