Template Grading To provide an overall mark for an assessment the grading feature needs to be configured. To access the grading feature...
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...
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 an Audit Template To view video click here Creating a template is as easy as it gets Scroll down for video tutorials Navigate...
Show/Hide Condition The Show/Hide condition is a very powerful tool which can allow for some complex templates being built. It can be...
Auto Fail While building an Audit you are able to set a requirement to Auto Fail the Audit. What this means is...
Mandatory Input Fields You can now set Input Fields (Text,Numerical and Date) to be Mandatory, this means, if enabled, the inputs fields marked...
Root Causes A Root Cause is the reason a Non-Conformance has had to been raised this is filled in after the Corrective...
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...
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...
Calculations To view video Click Here To create a calculation you first need to create a ‘Variable’. This is basically a...