How to conduct an audit in the mobile app
In the jeCheck app, audits are carried out right at the location: you pick the location and checklist, answer the questions, attach photos and submit the result. The checklist itself is created by an administrator in the web account — see the Checklists section.
Which locations and checklists you see
The locations and checklists available in the app depend on the administrator's settings:
- A company administrator sees all locations and all checklists.
- An employee assigned to locations sees only their own locations. If there are no assignments, all company locations are visible.
- A checklist with restricted access is visible only to the employees it's been opened to in the Who can use the checklist setting. A checklist set to Available to everyone is visible to everyone.
If a checklist has Available from / Available until times set, it can only be completed within that window. At other times the checklist can't be started.
Step by step
- Open audits. In the app, go to the list of checklists.
- Choose a location. Select the location you're auditing.
- Choose a checklist. Checklists may be organized into folders.
- Answer the questions. Go through the sections in order — sections and questions appear in the same order as in the checklist builder. A question that's allowed to be skipped can be left unanswered; all others are required.
- Attach photos or files. If a question requires a photo, attach one — this is set by the checklist author. The options — camera, gallery or file — depend on the question settings.
- Add a comment. You can add a note to an answer — it will appear in the report.
- Sign, if required. If Signature is enabled in the checklist, you need to sign on the screen before submitting.
- Submit the audit. The result is sent to the server along with the answers, photos and final score.
If Location is enabled in the checklist, the app sends the phone's coordinates along with the audit. Allow the app to access your location so the audit is submitted with a location stamp.
What happens after you submit
A submitted audit is processed on the server in the background; this usually takes only a short time:
- the result is calculated according to the checklist's scoring rules (as a percentage or in points);
- a PDF report is generated and sent to the auditor, to recipients of matching mailing lists (based on their locations and result threshold) and, if enabled in the checklist, to the location's email;
- violation tasks are created if the company has an automation scenario turned on — learn more in the Automation section.
The result appears in the audit history in the app and under Work → Audits in the web account.
Scheduled audits
If an administrator has scheduled audits for you in the Planner, the app shows the audits assigned to you for today: which checklist and at which location. For each one, you can see whether it has already been submitted today.
If reminders are enabled in the plan, a push notification — “Planned audit tomorrow” or “Planned audit in an hour” — arrives a day and/or an hour before the scheduled audit, with the checklist, location and time. An administrator turns them on in the Notifications step of the plan wizard — see How to schedule audits.
A scheduled audit counts as done if you submit an audit using the same checklist at the same location within the window of the scheduled date — on the day itself or within the plan's tolerance. You don't have to open it from today's list.
Frequently asked questions
Is there a limit on the number of audits or photos?
No. Your plan doesn't limit the number of audits per day or attachments per question.
Why can't I see the checklist I need?
Most likely the checklist has restricted access and you're not in the Who can use the checklist list, or the checklist has been deleted. Ask your administrator to check the checklist settings.
Why can't I see the location I need?
You're assigned to other locations. An administrator changes an employee's location assignments — see the Team section.
Can I view my past audits?
Yes. The app has an audit history for a selected period: your audits and audits at your locations, with the result and a link to the PDF report once it's ready.
Why didn't the report appear right away?
Audits are processed in a queue on the server: first the answers are saved and the result is calculated, then the PDF is generated. If the report takes a long time, contact your administrator or support at [email protected].
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