Assigning user roles A user’s role and permissions can be modified by: Navigating to “Users” on the main menu. Search for a user....
Users Access Users in the system should be associated to their relevant Assets. This will allow scheduling and conducting assessments, as well...
Emails This area of “System administration” enables the user to modify the content of emails communicated from the system, the user...
Modify Assessment Submissions emails Navigate to the admins profile page via the top right corner of the webpage, where the users username appears. Click...
Alerts Alerts are like a notification which will pop up if a certain score is triggered, this can have any detail...
Auto generated reports You can set up roll-up reports to be auto-generated and emailed out to specific users. Reports can be sent out...
Dashboard The dashboard is an overview of the system. It is split up into 2-3 sections Alerts(This section will only show...
Filter The filter button will allow you to refine the dashboard according to what you wish to view e.g. a specific...
Audit analytics The audits analytics page displays all data associated with audits on the system. It displays information such as a graph...
Additional Input Fields There are 3 Additional Input Fields you can add to your Audit, Text Input Field Acts as a additional observation...
Applying a Scoring Scheme Once you have created a scoring scheme, you need to apply it to the template. You can do this in...
Categories To view a Video Click here Categories allow you to have Predetermined NC categories, Common Corrective actions and Requirement Tags....
Conditions Conditions are a way to control the flow of the Audit while being conducted. Think of them as a Flow...
Creating a Supplier If you have a Organisation with Suppliers you will need to set up Suppliers and Contacts for those Suppliers A...
Bulk Review With Bulk Review a Admin or Executive user is able to view a large number of Completed Audits in one...
Executive User (Reports Only) An Executive user is a user who is only able to view all completed Reports for all the Sites and...
Non-Conformances Supplier Orgs The way Supplier/Contacts manage Non-Conformances are slightly different to the way a Non-Supplier Organisation would. The Contact of the Supplier...
Quick Links To view video Click Here Quick Links can be extremely useful if set up correctly, this feature allows you to...
Auto Closure You are able to set an Audit to close automatically if there is no active Non-Conformances or Alerts attached to...
Share Audit Preview You are able to share the Audit before you assign it to anyone . This can be used for when...
Conducting an Audit There are two types of Audits which can be conducted, a scheduled audit and a AdHoc Audit. A Scheduled Audit...
Adding Logo to Asset You can now add a separate logo to an Asset, so if you have different logos for all your Assets...
Creating a scoring scheme from a list You are now able to take a pre-made list of scores/options and create a scoring scheme instantly. For example, if...
Executive Reports The Executive Reports feature will easily let you consolidate multiple reports. Summarize the important information, provide concise analysis and outline...
Calculations To view video Click Here To create a calculation you first need to create a ‘Variable’. This is basically a...
AuditComply Smart Assets To view video Click Here Our newest feature allows you to assess, manage and report against any asset within your organization. With...
Navigation Update AuditComply have a new and improved look! Here are a few of the improvements we have made to the way...
How To Create and Manage An Asset How To Create an Asset Select “Assets” from your navigation bar. Select the ‘+’ beside the asset you wish to...
Adding Asset Profiles To enhance the flexibility of our new asset structure, AuditComply has introduced “Asset Profiles”. This allows users to input custom...