How do I start and conduct an audit?

An audit is a digital checklist in Ed Controls.

The audit can be started and performed in both the Web environment and the Mobile application.

Web

1. Log into web.edcontrols.com;
2. Select your project;
3. Select the Audits tab;
4. Select the correct template from the groups on the left
5. Press the blue '+' bottom right;
6. Change the name of the audit;
7. If necessary, add a Responsible;
8. Add one or more Informed roles if necessary;
9. The Audit is now ready and can be completed by the Respondent;
10. Click Next to complete the Audit;
11. Now fill in the questions through the different response options and the e.g. add Tickets/attachments as evidence.

Mobile app

1. Log into the app;
2. Make sure your project is downloaded to your device;
3. Select your project;
4. Select the Audits tab;
5. Select the correct template from the groups on the left
6. Press the blue '+' bottom right;
7. Change the name of the audit;
8. If necessary, add a Responsible;
9. Add one or more Informed roles if necessary;
10. The Audit is now ready and can be completed by the Respondent;
11. Click Next to complete the Audit;
12. Now fill in the questions through the different response options and the e.g. add Tickets/attachments as evidence.

Please note: By default, an Audit is created as an area audit. If you want to create an object audit, you must check this in the audit template.

Note: An audit will automatically be saved every 10 minutes when you are in the
1st or 2nd page of the audit is located.

Read also: What is the difference between an area and an object audit?

Read also: How do I create an audit template?

Also read: How do I add (existing and new) tickets to a question in an audit?