Site Audits

An audit is an evaluation of a process, organization, system, or site to ensure compliance with standards, regulations, or objectives. Audits might involve reviewing maintenance records, safety checks, regulatory compliance, or operational procedures. You can use it to create inspections, daily checklists, and more. Site audits consist of tasks, which are the steps required to complete the audit.

The Site Audits page in Mobile allows you to review open and completed audits created for your organization's sites. You can also create a new audit.

On Mobile, navigate to Site Information > Site Audits.

Audit information

To display existent site audits, select:

• Outstanding: View open audits in a table for tasks that need to be completed.

• Completed: View finished audits available for review.

On either tab, view audit details:

• Site audit number: Unique identifier for the audit.

• Name: Audit title.

• Site: Location associated with the audit.

• Created: Date the audit was initiated.

• Created by: User who created the audit, or the system in case of automated PPM audits.

• Description: Brief summary of the audit.

Selecting an audit opens the site audits, where you can review additional information, including tasks, documents, and related actions.

Create new audit

1. On Site Audits, click Create new audit.

2. Select a site.

3. Select an audit form.

4. Click Save.

   The site audit saves with tasks preconfigured by your administrator in Site Audit Forms.