Checklists and audits
Questions, weights, running an audit, score and report.
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.
4 min
Web appMobile app
How to create a checklist
Create a checklist, add sections and questions, set question type, weight and required photo, and configure access, time and scoring method.
5 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.
5 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
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