For starters, you may want to read this article to get a better understanding of the self-audit process.
Managers and Administrators on the account can create and assign audits, and can do so by clicking the "Create Self-Audit" button in the Manage Audits sub-module. After clicking, the user is taken to the Create Audit form where they are prompted to select the following:
- Audit Type: Select "Full Audit" or "Category Audit."
Learn the difference between a "Full" audit and a "Category" audit.
- Location: Select the facility you want to audit.
- Law Types: Select the jurisdiction(s) for which regulations you want to audit for, like state regulations, local regulations, or both.
- License(s) to be audited: This dropdown is a list of the license types held at the location you selected. Select the license type(s) you want to audit.
- Assign to: This dropdown is a list of the staff at the location you selected. Select the person you'd like to conduct the audit.
- Audit Due Date & Time: You can select an audit due date/time. The assigned auditor will receive a reminder email 48 hours prior to the audit due date. The assigned auditor can actually complete the audit at any time; this due date is only for helping with your own scheduling and does not affect the ability to conduct the audit.
- Comments: Enter any notes or messages you'd like the auditor to see prior to conducting the audit. This is optional.
- Show compliance status while audit is "In Review": By default, the compliance status of each question is not revealed until the audit is finalized. Answers cannot be changed after the audit has been finalized. Checking this box will allow the auditor to see the compliance status of each question before finalizing the audit. If you're conducting the audit yourself, you may want to identify and fix non-compliant issues before finalizing the audit. If you are assigning the audit to another person, you may not want to reveal the compliance status until the audit is finalized so as not to compromise the integrity of the audit answers.
- Create as Training Audit: Checking this box will make your audit a training audit. Click here to learn about training audits.
After clicking the "Create Audit" button:
- the audit can now be found in the Manage Audits module, in "Pending" status.
- the assigned auditor will be notified that they've been assigned an audit.
- the audit can be edited to change the assigned auditor and/or the due date.