After the audit template is created and published, you open the project on your mobile device and select the tab ‘audits’. On the left side of the screen, you will see a list of groups of audit templates. Click on one of the groups, the audit templates that are included in this group are shown below. In the screen that opens you will see the audits that already have been started or completed.
Select the audit template you want to use for a new audit, on the left side, beneath the group. On the right bottom corner of the screen, you can find a blue button with a “+” sign to start the audit. When you click on the button the system will give you the option to choose between an area or object audit.
When you choose to run an area audit, you will be guided to a new screen where you can change the audit name as you wish, add one or multiple drawings, add a responsible person and/or informed persons if needed. Click next and conduct the audit.
When you choose to run an object audit you can either select or create a ticket as the base for your audit. Additionally, you can add a responsible person and/or informed persons if needed. Click next to conduct the audit.
When creating a new ticket as a base for your object audit, the responsible and informed persons are automatically added to your audit. In case you didn’t add a responsible to the ticket, you will be able to do so in the audit. It is also possible to leave the responsible field empty.
You can save your audit and edit it whenever you want. If you have completed your audit by signing it off and by clicking on finish, you cannot edit the audit anymore, but only read.