How can I set up an audit?

Setting up an audit comprises a series of steps. At a high-level, this is as follows:

• Email Templates are set up from the Email Templates Groups tab as appropriate within Admin | Service. These can be used to alert members of the escalation group when an audit is completed, missed, passed or failed (See How do I set up an Email Template?)

• Audit Skipped Reasons are created from the Audit Skipped Reasons tab within the Admin | Service page. Employee App users undertaking tours audits select these if they skip their audit (See How do I set up Audit Skipped Reasons?)

• Next, Location types are defined. This is completed from the Admin | Services | Location Types page (See How do I define Location Types?)

• During the next part of the set up process, Locations (and sub-Locations) are assigned to a Site and are maintained from the Locations tab within Site Maintenance (Set Up | Sites | Locations) (See How do I create and assign Locations to a site?)

• At this point, an Audit can now be created (and subsequently edited) for the Site from within the Services tab (Set Up | Sites | Services). Locations are allocated to the Audit during this step. Additionally, any scheduling information is set at this point, as are Escalation Groups and Contacts for alerting using Email Templates.