Audits and Questionnaires

1. Audit Templates — Questionnaires

Section for defining the audit structure — sections and questions. Custom conditions can be configured for each question:

• Display additional questions based on the selected answer
• Request evidence / photos
• Request remarks
• Assign Tasks/Measures for remedying identified issues

2. Answer Templates

Define the values available when selecting an answer in an audit (example: Yes, No, Not applicable).

Each answer option can include:

• Score — numerical value added to the audit's total score
• Flagged answer — highlights the respective questions in the final report

3. Locations

Manage the locations where audits are performed, organized by geographic region.

4. Audits

Completing and managing audits generated from templates, with options for:

• Adding photos
• Including corrective measures
• Notes and remarks

Audit Report

The report is generated with configurable options:

• List of assigned measures
• Uploaded photos
• Flagged questions
• Option to ignore missing answers
• Export as PDF or import into Documents for applying the electronic signature

5. Scheduling / Calendar

Assign audit templates to specific contacts at specific locations, with configurable periodicity (weekly, monthly, etc.).

Participants receive automatic notifications 7 days before and on the day of the appointment.

6. Measures

Managing corrective measures identified in audits:

• Priority levels
• Deadlines
• Delegated persons responsible

7. My Dashboard

Available for users and employees with delegated audits or measures:

• Audits assigned for completion and report generation
• Measures delegated for resolution, comments and attachments
• Assigned appointments