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…

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…

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…

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…

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…

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…

A Root Cause is the reason a Non-Conformance has had to been raised this is filled in after the Corrective Action and describes what occurred for this Non-Conformance to be raised. E.g: If the Non-Conformance is “Door was left open overnight” the corrective action could be to “You have a…

An Executive user is a user who is only able to view all completed Reports for all the Sites and Departments the user has access to. Using the Template Tag feature you are able to further restrict this user so a executive user is only able to see Audits with…

You can now set Input Fields (Text,Numerical and Date) to be Mandatory, this means, if enabled, the inputs fields marked as Mandatory must be answered before submission of the Audit This is to cut down on important fields being missed by Auditors during the conducting of an audit. To enable…

While building an Audit you are able to set a requirement to Auto Fail the Audit. What this means is if the requirement has a Non-Conformance raised on it, the Audit will Fail no matter what the score is. In order to activate this Navigate to Templates Select a Template…