From starting a new audit to finalizing your report, this guide covers every detail to help you master the Audit Plus workflow.
Step 1: The Details Screen
Every audit begins on the “Details” screen. This is the foundation of your report, where you input the essential context for the audit. Accuracy here is key for a professional and useful final document.
Before You Begin: A Quick Checklist
- Auditor Name: In the “Conducted By” field, enter your full name.
- Location Services: If the audit requires a location, ensure location services are enabled on your device for automatic detection. You can always enter an address manually.
- Custom Properties: Review any custom fields required for this specific audit template (e.g., “Site ID”, “Project Number”). Fields marked with a red asterisk * are mandatory and must be filled before you can proceed.
Pro Tip: Go Faster with Barcodes
See the barcode icon next to a text field? Tap it to open the camera and scan a barcode or QR code. The app will instantly populate the field with the scanned data, saving you from manual entry.
Once all details are entered, tap the Questions ⇨ button in the toolbar to proceed to the main event: answering the questions.
Step 2: Answering Questions
This is where the core of the audit takes place. You’ll be presented with a list of questions, each on its own interactive card. As you answer questions, the progress bar at the top of the screen will fill up, showing you how close you are to completion.
Mastering the Answer Types
Audit Plus supports a wide variety of question types to capture data accurately. Here’s a detailed breakdown:
Answer Type
How to Use It
Buttons (Yes/No, OK/Not OK, 1-5)
The most straightforward type. Simply tap the button that corresponds to your answer. Your selection will be highlighted.
Text & Number
Tap the text box to open the keyboard. For numbers, a specialized numeric keypad will appear. For text, you can type freely.
Multiple Choice
If you see circles, you can only select one option. If you see squares (checkboxes), you can select all options that apply.
Slider
For questions requiring a value in a range (e.g., temperature, percentage), drag the slider to the correct value. The precise value is displayed above the slider for accuracy.
Signature
Tap the Add Signature button. A dedicated panel will open, allowing you to sign with your finger or a stylus. Tap save to attach it.
Media
Tap the Add Media button to answer the question with a photo or video. You can capture new media using the camera or select existing files from your device’s library.
Your In-Question Toolkit: Adding Rich Context
For every question, a powerful set of tools is available at the bottom of the card to help you create a comprehensive report:
- Add Comment: Tap the speech bubble icon to add specific notes, observations, or clarifications to an answer. This is perfect for explaining *why* you answered a certain way.
- Attach Assets: Tap the photo icon to attach supporting evidence. This is separate from a media answer and can be used to add photos, videos, or documents to *any* question type.
Step 3: Finalizing and Completing Your Audit
Once you’ve answered all the questions, you’re ready to finalize your report.
Heads Up: Completion is Final!
Once an audit is marked as complete, it becomes a read-only document. Double-check your answers before proceeding, as you won’t be able to edit them later.
The Completion Workflow
- Initiate Completion: Tap the Complete ☑︎ button in the bottom toolbar.
- Review Issues (Recommended): A confirmation dialog will appear. If your audit contains any non-compliant answers (we call these “issues”), you’ll see an option to Review Issues. Tapping this takes you to a summary screen listing all the questions that need attention. This is your last chance to review everything in one place.
- Finalize: When you are confident that the audit is accurate and complete, tap Complete in the dialog. The app will perform its final tasks, such as running server requests or sending automated emails (if configured in the template), and then lock the audit.
Congratulations! Your audit is complete. The final report is saved securely and can be accessed from the main Audits list in the app.