Reviewing and Finalizing a Self-Audit

Reviewing the Audit

After you've clicked the "Complete Audit" button (and connected your iOS device to wifi if you're using the iOS app), your audit is now in the "In Review" stage. This stage gives you the opportunity to review your audit notes and answers before finalizing the audit and generating the audit report. During review, you can change your answers, add or expand on your notes for each question, and upload pictures and/or documents/files to each question.

Note: Unless the audit creator enabled the "Allow assignee(s) to see compliance status while audit is “In Review”" configuration, the compliance status of each question is not revealed until the audit is finalized. This is deliberate, and to help maintain the most accurate answer (not the most compliant).

This is a good time to provide context for things that require more explanation than you had time to address while conducting the audit. For example, you may have answered a question about a map of your video camera locations. In the review stage, you can upload the map and add a note explaining when it was last updated.

This is also the time to review all questions that you've marked as "Pending" (these are marked with a yellow dot in the "In Review" stage), which must have the answer updated to "Yes" or "No" before the audit can be finalized.

• Sometimes changing an answer to a question will trigger new questions that need to be answered. For example, if you originally answered "No" to the question "Do you manufacture edibles?", then changing the answer to "Yes" will trigger a subset of questions about edibles manufacturing. When this happens, you will be placed back into the audit, at the question whose answer you just changed. Your audit will go back into "Pending" status until you answer the new questions and click the "Complete Audit" button again. 
  
  
• Sometimes changing an answer to a question has the opposite effect: it will remove a subset of questions that you've already answered. For example, if you originally answered "Yes" to the question "Do you manufacture edibles?", then you answered a subset of questions that pertained to edibles manufacturing. If you change this answer to "No", then that subset of questions that you've already answered will be removed from your audit. Before this happens, you'll receive a warning prompt. 

Finalizing the Audit

Once you've finished reviewing your audit, you're ready to finalize it and generate the audit report, which you can do by clicking the "Finalize" button at the top of your audit.

Note: After an audit has been finalized, you cannot change your answers.

After doing so, a modal will open and you'll be prompted to select a due date and a user at the audited facility to whom all of the Action Items identified from the audit will be assigned (areas of non-compliance identified in the audit). This is to ensure that, as soon as the audit report is generated, someone is already responsible for remediating the areas of non-compliance. 

If you don't want to generate any Action Items on your audit report, simply uncheck the "Create Action Items for non-compliant questions" checkbox. Your audit report will only show a "Non-compliant" label on questions that indicated non-compliance and will not include the ability to assign the non-compliant questions to other users. 

After selecting the assignee for any Action Items and clicking the "Finalize Audit" button, your audit will now be in "Finalized" status and your audit report will generate. The Audit Assignee(s) and Manager(s) will receive an email notification that the audit has been finalized and the audit report is ready to view. 

Next: See what's on your Audit Report