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.
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.