Training Videos
Audit & Inspection Training Videos
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The Audit and Inspection module allows users to create, manage, and conduct audits, inspections, and observations. This module provides tools for scheduling, conducting, and documenting these activities, ensuring compliance and thorough record-keeping. Users can also customize templates and generate detailed reports to analyze audit results.
For more detailed information, please visit the Audit and Inspection Module category in our help center.
Recommended Audience: Setup Decision Makers, Administrators, Super Users
This video covers how to create a template (checklist) that can be used for audits, inspections, and observations. It demonstrates setting validation requirements, defining answer choices, and building questions. This is essential for users who need to design custom templates for their audit and inspection processes.
Recommended Audience: Setup Decision Makers, Administrators, Super Users, General Users
This video explains the differences between inspections, audits, and observations, as well as their workflows. It shows how to schedule a future item (either one-time or recurring) and how to conduct an audit, inspection, or observation immediately. The video covers the entire process from start to finish.
Recommended Audience: Setup Decision Makers, Administrators, Super Users, General Users
This video demonstrates how to access and use the Audit and Inspection module within the mobile app. It is designed to help users efficiently conduct audits and inspections on the go.
Recommended Audience: Setup Decision Makers, Administrators, Super Users
This video shows how to use the audit search function to create custom reports based on specific filters and outputs. It is ideal for users who need to generate and analyze detailed audit reports.