Audit Content: Simplifya, Custom, and Simplifya + Custom

As of May 2020, Simplifya's Audits module gives you three different content options to use when creating your audits. These audit types can be selected when creating an audit.

Option 1: Simplifya Content

Audit Types for Simplifya Content: Full Audit, Category Audit

Simplifya audits let you create an audit using only Simplifya's regulatory audit content. In other words, this is the auditing functionality you're used to, allowing you to make use of the state and local content written and maintained by Simplifya.

For a refresher on Simplifya's audit content coverage, see:

• Process for Producing Content
• Regulatory Coverage
• Full Audit vs. Category Audit

Use Simplifya Content for: 

• Running full compliance checks at the state and local levels
• Checking a specific part of your compliance efforts against state and/or local regs
• Training employees on the regulations relevant to them

Option 2: Custom Content

Audit Types for Custom Content: Full Audit, Category Audit, Question Group Audit

Custom content allows you to create an audit using only questions you've created. In order to use this content type, you'll have to have previously published custom questions for the location the audit is being created for.

When using custom content, you aren't required to select licenses while creating the audit.

Note: In order to use the Question Group Audit Type, you'll also need to have a Question Group with 1+ published questions for the location being audited.

Use Custom Content for: 

• Auditing internal procedures or company-specific policies 
• Employee training, testing, or evaluation

Option 3: Simplifya and Custom Content

Audit Types for Simplifya and Custom Content: Full Audit, Category Audit 

Using Simplifya and Custom content lets you create an audit using Simplifya content with your own custom questions. When selecting this option:

• You'll first select audit criteria similar to creating a Simplifya audit (including licenses)
• Then you'll add one or more of your Question Groups or custom audit categories

Note: In order to use this option, you'll need to have previously published custom questions for the location the audit is being created for.

Use Simplifya and Custom Content for: 

• Checking facilities against regulation-based audits and proprietary procedures
• Employee training/education on jurisdictional and internal compliance

 For more about creating your own questions and Question Groups:

• Creating Custom Questions
• Creating Question Groups