Conducting the Audit: Using a Computer Vs. Using the iOS App
First, you'll need to decide how you want to conduct the audit. You have a few options:
- Use a Computer to Conduct the Audit:
Log into your account on a computer or tablet and go to the Manage Audits module on the left. Find the audit you'd like to conduct, click on it, and then click the "Conduct Audit Now" button. You must be connected to the internet during the audit.
- Use the Simplifya iOS App the Conduct the Audit:
Download the Simplifya iOS app on an iPhone or iPad. Upon logging in, you'll see all Pending audits that have been assigned to you.
Note: When conducting an audit on the iOS app, you'll need to be connected to wi-fi to log in and download the audit questions to your device, but you do NOT need to be connected to wi-fi during the audit. Once you've answered all the questions and are connected to the internet again, you can sync the audit to Simplifya's database. This transfers all the audit question data (answers, notes, pictures) to the web.
If you're not sure how you want to conduct the audit, check out this article that explains the benefits of using the iOS app to conduct an audit.
Conducting the Audit
Once you've decided how you want to conduct the audit, the next step is to log in, open the audit, and start answering questions!
Once the audit is opened, you'll see a list of question categories on the left. Every facility is laid out differently and every auditor has different preferences on the order of how they'd like to conduct the audit, so we've categorized the audit questions and allow the auditor to jump around from question to question.
As you go throughout the audit, you'll answer the questions in one of three ways: "Yes", "No", or "Pending" (you can change answers when reviewing the audit answers later). In some states, a fourth option is available to indicate if the audited company has a waiver.
Note: "Yes" doesn't necessarily mean compliant and "No" doesn't automatically mean non-compliant. Our questions are written as needed to best represent the regulations they pertain to.
Once a question has been answered, you'll see a checkmark next to the question in the category list. Once all questions in a category have been answered, you'll see a checkmark next to the category name in the category list.
During the audit, you can add notes, documents, and pictures to any question. Think of these as references for review later, or a way to provide proof of why a question was answered a certain way.
Completing the Audit
Once all questions have been answered, click/tap the "Complete Audit" button to move to the next step, which is to review your audit answers.
If you're using a computer to conduct the audit: clicking the "Complete Audit" button will take you right into the review stage.
If you're using the iOS app to conduct the audit: tapping the "Complete Audit" button will prompt you to sync your audit. Syncing the audit is how the audit data (questions, answers, photos, notes) gets transferred from the iPhone/iPad to Simplifya's database. In order to sync your audit, you must be connected to the internet. Once the audit has been synced, log into your Simplifya account on a computer to review your audit answers.