Completing a Flex Audit
To complete an audit in the system, you will first need to click on your audits module from the site dashboard.
Then click on your flexi audit module.
Click on the audit you wish to complete. Please note, if you only have one audit set up, the system should take you straight into this section.
To complete an audit for the first time you will need to click create site record.
If your audit is on a fixed schedule, eg a managers monthly checklist, you will need to review the existing record. To review a check, you will need to select the box next to the audit and click review. If you have any open actions on this checklist, you will get a warning pop up on the screen, ‘there are open actions against this submission. They will be carried forward on the review record. Click OK to continue.
This will then open your checks and you can complete the audit by clicking yes/no/n.a to the questions.
Click the 3 lines underneath the question you wish to add in any observations and photos if necessary.
You can also 'Add files to the question'. This will not show the images/attachments on the action created from answering the question.
Alternatively 'Add Files to Action', this will show the image/additional information to complete the action as requited on the action record.
Ensure you select upload on every image/attachment added otherwise they will not be included when you submit your audit.
They should then look like this if successful.
Always submit the audit once complete as if you do not it will stay in draft status and your details will not be saved.
Once submitted, you will then be taken to the actions page where you can edit/complete any actions straight away. See below for helpful guides regarding your actions.
If you do not submit the form your information will not be saved and a draft will be created. To redo the form and submit accurately as required you will need to click onto the record ID number of your draft.
You then need to repeat the above process and ensure you select submit.
