Overview

Build a site audit template, such as a hazard and risk audit or a housekeeping inspection, then publish it and assign it to sites so it can be completed and tracked.

Steps

1. Open Templates
   • Go to Templates and open the Audits folder.
2. Create the template
   • Click [+ Create] and name the audit, or start from a premade template. The Site Setup Template wizard also generates a Hazard & Risk Audit per site, which you can use as a starting point.
3. Build the audit
   • Add sections and questions: checks to perform, ratings, photo evidence, and comments.
4. Save as draft while you work
   • Save as Draft keeps the audit out of circulation until it is ready.
5. Publish
   • Click Publish to make the audit assignable.
6. Assign to sites
   • Assign the published audit to the sites where it should be carried out. Completed audits feed your audit reporting.

Troubleshooting

• The audit is not available on a site → Check it is published and assigned to that site.
• I started from a premade template and only see Save as Draft → Save the draft, then open it from the Audits folder and publish from there.
• I want a different audit per site → Create or generate one per site rather than assigning the same template everywhere.

FAQs

Where do completed audits go?
Completed audits are recorded against the site and feed the audit reporting dashboard, where you can review results over time.

Can I edit an audit after publishing?
Yes. Open the template, make the change, and publish the update.

What is the Hazard & Risk Audit?
It is the audit the Site Setup Template wizard generates from your answers about a site. You can edit it like any other template.