How to Create an Audit

Note: In order to use any of the features in the Audits & Digital Checklists chapter, you will need to have access to the Audits & Digital Checklists module. You can reach us out through maurice.belpaire@azumuta.com to learn more.

What Is an Audit?

In Azumuta, an audit is a work instruction that was made under the Audits & Digital Checklists module.

An audit can belong to a folder (which gathers a group of audits under one roof – generally due to their similarities) or be a standalone audit.

How to Create an Audit Folder

Before creating your first audit, it’s best to create a folder. A folder allows you to group multiple audits in one location, making it easier for you to manage your audits. Here’s how you can create a folder:

1. Click on “Audits & Digital Checklists” on the homepage sidebar.
2. Click on “Audit procedures”.
3. Click on the yellow plus button on the bottom right of the screen.
4. Click on “Create folder”.
5. Fill in the available fields (only the folder name field is mandatory – the rest are optional).
6. Click on “Add”.

How to Create an Audit on a Folder

Once a folder has been made, you can create audits there. Here’s how to make one:

1. Click on “Audits & Digital Checklists” on the homepage sidebar.
2. Click on “Audit procedures”.
3. Click on one of the existing folders.
4. Click on the yellow plus button on the bottom right of the screen.
5. Click on “Create audit”.
6. Fill in the available fields (only the audit name is mandatory – the rest are optional).
7. Click on “Add”.

Note: By default, any audit made under the Audits & Digital Checklists module are marked as an "audit work instruction". This is what separates an audit from a regular work instruction.

How to Create a Standalone Audit

You can also create an audit that is independent of any folder. Here’s how to do it:

1. Click on “Audits & Digital Checklists” on the homepage sidebar.
2. Click on “Audit procedures”.
3. Click on the yellow plus button on the bottom right of the screen.
4. Click on “Create audit”.
5. Fill in the available fields (only the audit name is mandatory – the rest are optional).
6. Click on “Add”.

Tip: You can create an audit under any module in Azumuta, as long as you activate the "Mark as audit work instruction" button, as shown below.