How to Execute an Audit as an Admin #
Audits are generally executed by operators. However, admins can also execute planned and ad-hoc audits if needed. This is how to do it:
- Click on “Audits & Digital Checklists” on the homepage sidebar.
- Click on “Planning”.
- Select the desired planning tab.
- Click on the scheduled audit that you would like to execute (represented by a circle).
- Click on “Fill out”.
- Go through all of the instruction steps.
- At the end of the audit, choose either “Success” or “Failed”.
How to Manually Mark/Change the Status of a Planned Audit as an Admin #
- Click on “Audits & Digital Checklists” on the homepage sidebar.
- Click on “Planning”.
- Select the desired planning tab.
- Click on the scheduled audit that you would like to mark/change the status of (represented by a circle).
- Next to “Status”, click on either “Success”, “Fail”, or “N/A”.
- The circle will change color, depending on the audit status.