How do I start and conduct an audit?

An audit is a digital checklist in Ed Controls.

The audit can be started and performed in both the Web environment and the Mobile application.
Only the roles Accountable and Support can start (create) an audit.
The roles Accountable, Support and Responsible (of this audit) are then able to fill it out and complete it.

Web

1. Log into web.edcontrols.com;
2. Select your project;
3. Select the Audits tab;
4. Select the correct template from the groups on the left
5. Press the blue '+' bottom right;
6. Change the name of the audit;
7. If necessary, add a Responsible;
8. Add one or more Informed users if necessary;
9. The Audit is now ready and can be completed by the Responsible;
10. Click Next to complete the Audit;
11. Now fill in the questions through the different response options and the e.g. add Tickets/attachments as evidence.

Mobile app

1. Log into the app;
2. Make sure your project is downloaded to your device;
3. Select your project;
4. Select the Audits tab;
5. Select the correct template from the groups on the left
6. Press the blue '+' bottom right;
7. Change the name of the audit;
8. If necessary, add a Responsible;
9. Add one or more Informed roles if necessary;
10. The Audit is now ready and can be completed by the Respondent;
11. Click Next to complete the Audit;
12. Now fill in the questions through the different response options and the e.g. add Tickets/attachments as evidence.

Please note: By default, an Audit is created as an area audit. If you want to create an object audit, please select the relevant checkbox in the audit template.

Note: On mobile, an audit will automatically be saved every 10 minutes when you are on the
1st or 2nd page of the audit.

Read also: What is the difference between an area and an object audit?

Read also: How do I create an audit template?

Also read: How do I add (existing and new) tickets to a question in an audit?