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Overview


After the first step in audit set up is completed by clicking Next, the audit will automatically be saved in the system as each field is populated. However, the audit will be in an incomplete or draft state until the last step, when it is activated.

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For assistance in finding the Audits page, please see Accessing the Audits Page.

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Accessing a Draft Audit


To access a draft audit, complete the following steps:

  1. Click Audits in the left-hand navigation.

  2. Click the Draft Audits tab. Scroll to the desired audit.

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  2. Click Continue audit setup

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  1. , or click any

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  1. available

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  1. step to continue adding information to the audit. 

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  1. TIP

    A step will have a green check mark underneath if it's complete. Incomplete steps or steps that have not yet been accessed display the step number. 


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    titleNOTE
    To continue setting up an audit, please see Creating an Audit