Conducting a Self-Audit

OPTIONAL FEATURE - Contact your RizePoint representative to enable/disable this option.


If the task type is FORM (or Self-Audit), clicking the COMPLETE FORM button opens 360 mobileAUDITOR to the assigned audit form. Once you complete the audit, you'll need to add the results to the AUDIT RESULTS tab. The COMPLETE TASK button will then become available, allowing you to complete this task.

You may add a comment to this task.

To conduct a self-audit:

  1. On the PROGRAMS tab of the Location profile, click on the Program Name to select it.
  2. Locate the self-audit task, then click on the task name to select it.

  3. Click the COMPLETE FORM button.

  4. The audit window opens.
  5. Answers the questions and review your answers.
  6. Approve the audit. You may close the audit window. Results will be entered into the system.

Once you've conducted the audit, you'll need to add the results to the AUDIT RESULTS tab of the Task profile before you can mark the task complete. Note that it may take up to 15 minutes before the results are available to you.

To add the results to the Task profile:

  1. Click the AUDIT RESULTS tab.

  2. Click the ADD button.
  3. Check the box beside the audit result to select it, then click the SAVE button.

    Do not click on the START DATE link. Doing so opens the results in a feedback report. Instead, you only want to select the results, which you do by checking the box to the left of the Start Date.

    If you want to view the results before selecting them to confirm they are the correct results, then click the START DATE link and select the feedback report. After viewing the results, click the RETURN button at the top of the report window, then click the RETURN button at the top of the FEEDBACK REPORTS tab of the Audit Results profile page. You can then select the results by checking the box, and click the SAVE button to add the results to the Task profile.
  4. Once you've added the results of the self audit, the task can be marked complete. Click the COMPLETE button.

 

ref: Programs