Personalising your Organisation
Once you have logged in, you have the option to personalise your organisation by adding a logo. To do this...
Getting Started
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Logging In
Navigate to the portal web address: http://portal.auditcomply.com/login. Enter in your Details e.g Email Address or Username and Password. Supplier Contact... -
Setting user timezones
The user timezone attribute is key to ensuring the users schedules / assessments and reminders are all set up and... -
Managing users
To manage users in the system click on “Manage” > “Users” on the main menu bar. From here you can:... -
Adding Users
There are two ways to add a new user to the system, provided the organisation has been registered and there’s... -
Inviting a User
To invite a user the organisation admin should: Login to the system with their new credentials ( username/ email and... -
Invite Users via Email
An invited user should receive an invitation email, as shown below. Click “Accept Invite”. Accepting the invite navigates the user... -
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 the Portal Invitation Email
To update the content of the invitation email: Navigate to the admins profile page via the top right corner of... -
Modify Assessment Submissions emails
Navigate to the admins profile page via the top right corner of the webpage, where the users username appears. Click... -
Modify Schedule Alerts and Reminders 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... -
Creating a Scoring Scheme
To view video click here Select Templates in the Nav bar, then the Scoring Schemes Select New Scoring Scheme Enter... -
Scoring Types
There are 3 different types of scoring: Weighted Weighted Scoring scheme is the default and will let you add a... -
Requirement Elements
Requirements have 3 elements. These elements can be disabled/enabled and made mandatory. If made mandatory, the auditor will not be... -
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... -
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... -
Conducting an Audit
There are two types of Audits which can be conducted, a scheduled audit and a AdHoc Audit. A Scheduled Audit... -
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... -
Navigation Update
AuditComply have a new and improved look! Here are a few of the improvements we have made to the way... -
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