Checklists and audits

Checklists and audits: how it works A checklist is an audit template; an audit is one run of it at a location. Where checklists are created, who runs audits and where the results go. 5 min Web appMobile app How to create a checklist Create a checklist, add sections and questions, set question type, weight and required photo, choose who can use it, time and scoring, and review it with AI. 14 min Web app How the audit score is calculated An audit score is the share of "Yes" items or of points earned. What's excluded, how weights work, and the target and statuses in the report and log. 6 min Web appMobile app Audit report and AI review What the audit report shows, where to open it online or download a PDF, and how to turn on the AI review with an action plan. 5 min Web app How to set up report mailing lists Email audit reports to the right employees — for selected checklists and locations. 4 min Web app Folders and the checklist list Sort checklists into folders, find unused ones, and move or delete several at once under Work → Audit checklists. 4 min Web appMobile app Answer types in checklist questions Yes/No, custom options with scores, rating scale, number with norm, date, barcode, photo, signature, employee and instruction; zeroing the score and conditions. 7 min Web appMobile app