This feature is available for users on the Tanda HR plan.
What's covered in this guide?
Permissions & access
By default, Audits can be created by Manager and Admin type roles, but only Admin type roles can create Audit Templates and Schedules. Manage these permissions through Settings > All Settings > Permissions > Customise access and roles here
Add audit details
Once Operations has been enabled and the permissions configured, checklist details can be added.
To do so:
Navigate to Operations > Audits
Click the + Add Audit button
Enter a Name (required)
Add a Description (optional)
Specify the Teams or Locations with access to the audit (required)
Determine who should be Notified once an audit is completed (optional)
Click the Create button once all information is entered
Once created, start organising the audit with pages and sections.
Add pages & sections
Audits can be organised by Pages, and grouped even further by Sections.
To create a Page:
Open the relevant Audit through Operations > Audits > Edit
Click the + Add Page button
Enter a Name (required)
Add a Description or Reference File (optional)
Click the Create button
Click the Save button at the bottom of the page
Once a page has been created, sections can be added within the page.
Note: Sections are optional.
To create a section:
Find the relevant Page within the Audit
Click the + Add Section button
Enter a section Name (required)
Specify if this section is Repeatable
Add a Description or Reference File (optional)
Click the Create button
Click the Save button at the bottom of the page
Add questions
Once pages and sections have been created, start adding questions with the + Add Question button in the relevant section/page.
Each question can include the following details:
Name - enter the question you're asking here
Type - select the type of response that should be recorded
Trigger - add any additional questions to be asked based on the employee's response (only available for Multiple Choice, Character, Number, Temperature, Rating, and Number Slider types)
Response options - additional details based on the response type selected (only available for Multiple Choice, Temperature, Rating, and Number Slider types)
Required - specify whether a response is required for this question
Additional information - add either a description or reference file
Triggers
Depending on an employee's response to a question, you may want additional information or context. Create a trigger to ask a follow-up question.
Note: Triggers can only be created for questions with either Multiple Choice, Character, Number, Temperature, Rating, or Number Slider as the response types
To create a trigger:
Find the relevant Question
Click the + Add Trigger button
Specify the Type of trigger
Enter the Value to trigger off (required)
Specify if the employee should leave an additional comment (optional)
Specify if the employee should upload a photo (optional)
Specify if the employee should be asked an additional question (optional)
Click the Save button at the bottom of the page
Multiple trigger actions can be set based on the type of questions.
In the example below, when a staff member answers 'Yes' to the first question, they must provide a photo and answer the question 'Is this extinguisher in good condition?'.
Response details
For Multiple Choice, Temperature, Rating, and Number Slider response types, additional Response details can be included.
These include:
Additional response options for Multiple Choice responses (defaults to Yes/No)
Minimum and maximum values for Temperatures
Minimum and maximum values for Ratings
Minimum and maximum values for the Number Slider
FAQs
FAQs
Can a question record more than one response type?
Only one response type can be selected for a question. Depending on the question being asked, try creating multiple questions and grouping them together in a section.
🚀 What's next?