Introduction

The objective of the 'Manage Audits' module is to help you to conduct audits,  document the observations and recommended actions to take, and to document the 'before' and 'after' status.


This feature is not available for the Basic version. 



How-to

  • Start by clicking 'Complete Audits' in the 'Sustain Initiatives' menu.  


  • You will arrive at the 'Audits / Processing Records' page. This lists any Audits started and allows  you to start a new audit by clicking the '+ New Audit' button. 


 

  • Summary:
    • Define the Objectives, Approach and Scope of Work 
    • Record Findings, Potential Risks, Recommendations and Tasks 
    • Attach reference files and/or photos