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Help Center›The Basicsā€ŗšŸ–„ļø Completing an Audit from Your Computer

šŸ–„ļø Completing an Audit from Your Computer

Last updated August 11, 2025

Desktop Audit Overview

Audits can be completed in one of two ways depending on how your organization is set up:

  • Scheduled Audits – You’ll see a list of audits that have been assigned to you based on your organization’s audit schedule.
  • Off-Schedule Audits – Your team follows a set audit cadence, but users must manually select the correct location and audit each time.

šŸ“… Option 1: Completing a Scheduled Audit

  1. Go toĀ MySchedule > Audits
  2. Use filters (Assignee, Area, Audit, Status, Date Range) to find the assigned audit
  3. Click theĀ three dotsĀ next to the audit and chooseĀ Start
Steps 1–3: Scheduled Audit Filters and Start
  1. Complete the audit by selecting responses
  2. ClickĀ Submit Audit
  3. You’ll see a confirmation once the audit is submitted
Steps 4–6: Completing and Submitting a Scheduled Audit

āœļø Option 2: Completing an Off-Schedule Audit

If your team follows a manual cadence instead of using the in-system scheduling feature, you’ll need to select the correct location and audit before getting started.

  1. ClickĀ Fill Out AuditsĀ in the left-hand menu
  2. Use theĀ location filterĀ at the top to select the correct site
Steps 1–2: Fill Out Audits screen and location filter
  1. Use theĀ audit filterĀ on the right to select the correct audit type
Step 3: Audit filter
  1. Complete the audit by selecting responses
  2. ClickĀ Submit Audit
  3. You’ll see a confirmation once the audit is submitted
Steps 4–6: Completing and Submitting an Off-Schedule Audit
Important Note:Ā If your organization uses the scheduling feature, completing an audit usingĀ Fill Out AuditsĀ will be treated as an off-schedule audit andĀ will not be credited in reporting. Make sure to complete your assigned audits fromĀ MySchedule > AuditsĀ to ensure they count toward your schedule.

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