• Adding Logo to Asset

    You can now add a separate logo to an Asset, so if you have different logos for all your Assets you are now able to have these appear on emails and Audits regarding the Asset. In order to set this up follow the steps below: Navigate to Manage > Assets….

  • Schedule Assessment

    To view a video Click Here Scheduling an Assessment will send a Audit/Inspection to someone in your Org and till them to complete it by a certain date. This means you have full control over what Audits are conducted and at what point In Order to set this up follow…

  • Manual Saving

    While our App saves automatically every 60 seconds, we understand that seeing exactly when the last save happened can be very important. For this reason, we have added in the option to manually save your audit, to give you that added piece of mind. On the top of a Scheduled…

  • Quick Links

    To view video Click Here Quick Links can be extremely useful if set up correctly, this feature allows you to quickly access filtered List, Templates and even external websites. In order to set this up follow the Steps below: On any page select the chain symbol beside your name in…

  • Conducting an Audit

    There are two types of Audits which can be conducted, a scheduled audit and a AdHoc Audit. A Scheduled Audit is a audit which has been set up for you to conduct by a certain date and will appear in your Schedule List. AdHoc Audits are audits which can be…

  • Auto Closure

    You are able to set an Audit to close automatically if there is no active Non-Conformances or Alerts attached to it. Using this feature you are also able to set a waiting period for it, so if you wish to wait a week before automatically closing the Audit you can…

  • Share Audit Preview

    You are able to share the Audit before you assign it to anyone . This can be used for when you want to make sure the Audit is correct and includes all the right information before assigning it to a auditor to be conducted In order to do this simply…

  • 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 will receive and email which takes them to the Tokenized View. A view for a Supplier Contact to act upon Non-Conformances and Tasks assigned to them. PLEASE NOTE: Your email…

  • Creating a Supplier

    If you have a Organisation with Suppliers you will need to set up Suppliers and Contacts for those Suppliers A Supplier is another company who is outside of your Organisation but may need to act on a Non-Conformance or a Task. The Contact of the Supplier will receive and email…

  • Bulk Review

    With Bulk Review a Admin or Executive user is able to view a large number of Completed Audits in one modal . As the Admin you are able to Close any Audits which have a status of “Ready To Close”,these Audits will be Automatically marked. In order to use this…