Who is this article for?

Administrators that need to create an audit.

Administrator access is required.

This article explains how to create and configure audits, including questions, content, and associated skills.

1. Understanding audit permissions

Before creating an audit, familiarize yourself with the three key permission levels:

• Create / Manage Audit - create audits (questions, content, associated skills)
• View / Assign / Update Audit - check users' audit statuses and assign or update them
• View Audit - view all historical audit submissions by users

2. Creating a new audit

To create a new audit:

1. Go to Create / Manage Audit.
2. Click the +Create button (or select an existing audit from the list and click the pencil icon to edit).

3. Configuring audit settings

Complete the following fields to configure your audit:

• Name - the name of the audit as it appears to users
• Category - for filtering and search purposes
• Passing Score - (out of 100) amount of points needed to pass. Question points are automatically calculated out of the total possible questions. For example, if passing score is 50 and there are twenty questions each worth one point, the total would be 20/20 - the passing score would be 50% of that (10/20)
• Don't apply pass/fail - if ticked, the passing score is ignored and the user's score will be N/A and always a pass
• Active - audit is active in the system and shows up to users to complete
• Mandatory - audit must be completed to be compliant
• Type - Internal (hidden from the My Audits Dashlet) or External (visible on the My Audits Dashlet)
• Allow Company Approval - for contractors, their contractor company account must approve it first
• To be reviewed - a supervisor with specific role permissions must approve it first
• Allow Location - users doing the audit can select a location
• Location Mandatory - selection of a location is required to submit the audit
• Locations and Skills - these two lists must be used together. If any user has the specified skill(s) AND the specified location(s), the audit will be automatically assigned to them
• Description - provide additional context about the audit
• Assigned Module - if you wish to assign this audit to a module, audits created can be related to a specific record of this assigned module
• Audit Mode - Online (show the Start button so users can complete the audit) or Offline (hide the Start button for audits that should be done in person)
• Scheduler Section (Repeat, Every, Remind) - settings to schedule a repeated audit to users at specified intervals, with reminders if any

To save your configuration:

1. Click Save.

You can now start designing the audit content.

4. Creating audit sections

To create audit sections:

1. Go to the audit configuration page.
2. Under the Section panel, click the Create button.
3. Enter a name and/or a description.
4. Click Save.

5. Creating audit content

To add content to your audit:

1. Go to the audit configuration page.
2. Under the Content panel, click the Create button.
3. Enter a name.
4. Select the section where it should be allocated.
5. Choose the file type (PDF, SCORM, or general content).
6. Tick Needs to be agreed if you wish to have a checkbox that needs to be ticked to proceed to the next section, then enter its text and alert text.
7. Add a description (optional).
8. Click Save.

6. Creating audit questions

You can create the following question types:

• Yes/No - the auditor must choose between a yes or no answer
• True/False - the auditor must select whether something is true or false
• Multiple Choice – Single correct answer - there is only one correct answer out of multiple options
• Multiple Choice – Multiple correct answer - a combination of answers must be selected to be correct (tick the box beside each answer)
• Multiple Choice – Weighted answer - answers can be weighed according to the correctness of each possible answer
• Descriptive - the auditor can type out a personalized, written answer in response to the question

When creating a question, you have the following options on the right-hand side:

• Mandatory - makes it mandatory to answer the question
• Comments - you can make comments mandatory or simply allow them
• File Upload - you can make a file upload mandatory or simply allow it. Some audit questions might require a certificate or other relevant document, and this option makes it possible for the auditor to attach it in the relevant section
• Allow Create Task - you can select this option to assign a task to be completed as related to that particular question. Once you tick the box for this option, you will be able to:
  • Select the task type
  • Assign it to a user
  • Insert a description
  • Select a start date
  • Add comments
  • Select priority
  • Update the task's status

7. Arranging sections, content, and questions

To arrange your audit elements:

1. Hover your mouse over the All button in your dashboard.
2. Select Create/Manage Audit from the popup menu.
3. Choose the audit you wish to arrange.
4. Click the pencil icon.
5. Click the Arrange Audit tab in the audit template.
6. Move the mouse over one of the blue circles.
7. Hold down the left mouse button.
8. Drag and drop the section into the desired location.
9. Arrange all elements as needed.
10. Click Save.