How do I set up an audit for a site using my locations?

To create an audit and make it available for a given Site, open the Services tab for your selected site within Site Maintenance (Set Up | Sites | Services). Select +Add Audit . A screen similar to the following will be displayed (with audit details initially opened):

Enter the Audit Details
- Name - name of the audit
- Description - brief description of the audit
- Flexible Audit - whether the audit must run sequentially (in the order it has been defined) or whether the locations can be visited in a random order of the employees choice when conducting the audit
- Randomised Audit - Select to make an audit can be randomised. Randomised audits are audits that Timegate Web automatically randomises the order of the locations for. The employee should complete in the order presented to the Locations for. The employee should complete in the order presented to them.
- Pay Level - select using . Only employees of this pay level will be able to see the audit. Can be left blank so that everyone can see the audit
- If you wish to enable Scheduling it can be selected
- As required, Enable Missed Audit Alerting can be selected
- As required, Enable Completed Audit Alerting can be selected
- Form - select the form (if any) that you wish to attach to the audit
- Select as required whether the form is Scorable (i.e. it has a score attributed to it)
  - If Scorable, as required, Enable Passed Audit Alerting can be selected
  - If Scorable, as required, Enable Failed Audit Alerting can be selected
- Active - enable to make the audit visible for the employee when they clock on to their duty

As required, enter any Scheduling information
- Recurrence Pattern - what type of pattern will there be to the scheduling? Will it be Monthly, Weekly, or Daily?
- Start Date - date that you wish for the schedule to commence upon
- Other scheduling options will vary based upon your selected Recurrence Pattern
As required, enter any Completed Alerting information such as the target audience for the alerts along with message:
- User Alerting - Select if you wish for users to receive completed audit alerts
- Derived Escalation Group - Select to use the Derived Escalation Group i.e. the default escalation group
- Define Escalation Group - Select to define an Escalation Group (using the Email Template option below)
- Escalation Group - Select the Escalation Group to alert when audits are complete
- Email Template - Select the Email Template that you wish to use to alert escalation groups with, when audits are completed
- Contact Alerting - Select if you wish for contacts to receive alerts when audits are complete
- Email Template - Select the Email Template that you wish to use to contacts with, when audits are completed
As required, enter any Missed Audit Alerting information such as the target audience for the alerts along with message:
- User Alerting - Select if you wish for users to receive missed audit alerts
- Derived Escalation Group - Select to use the Derived Escalation Group i.e. the default escalation group
- Define Escalation Group - Select to define an Escalation Group (using the Email Template option below)
- Escalation Group - Select the Escalation Group to alert when audits are missed
- Email Template - Select the Email Template that you wish to use to alert escalation groups with, when audits are missed
- Contact Alerting - Select if you wish for contacts to receive alerts when audits are missed
- Email Template - Select the Email Template that you wish to use to contacts with, when audits are missed
As required, enter any Passed Form Alerting information such as the target audience (be that an escalation group or contacts) and associated message template:
- User Alerting - Select if you wish for users to receive a message if the audits form is passed
- Derived Escalation Group - Select to use the Derived Escalation Group i.e. the default escalation group
- Define Escalation Group - Select to define an Escalation Group (using the Email Template option below)
- Escalation Group - Select the Escalation Group to alert when the audits form is passed
- Email Template - Select the Email Template that you wish to use to alert escalation groups with, when the audits form is passed
- Contact Alerting - Select if you wish for contacts to receive alerts when the audits form is passed
- Email Template - Select the Email Template that you wish to use to contacts with, when the audits form is passed
As required enter any Failed Form Alerting information such as the target audience (be that an escalation group or contacts) and associated message template:
- User Alerting - Select if you wish for users to receive failed formr alerts
- Derived Escalation Group - Select to use the Derived Escalation Group i.e. the default escalation group
- Define Escalation Group - Select to define an Escalation Group (using the Email Template option below)
- Escalation Group - Select the Escalation Group to alert when the audits form is failed
- Email Template - Select the Email Template that you wish to use to alert escalation groups with, when the audits form is failed
- Contact Alerting - Select if you wish for contacts to receive alerts when audits the audits form is failed
- Email Template - Select the Email Template that you wish to use to contacts with, when audits the audits form is failed
Drag and drop the desired, available locations from the Location List onto the Audit Locations list
Order the Audit Locations as required (again this is drag-and-drop) if you wish the locations to be visited in a sequential manner
Select Save

Note: If you are setting up locations on a site for the first time, you will be given the opportunity to copy both locations and audits from another site that could speed up the process of the creation of locations and audits. See How do I copy locations and audits for a new site? for further information.