Carrying Out a First Time Audit
Important - this guidance is for the first time an audit has been conducted on a site. If you are re-auditing a site please follow the guidance on the 'Re-auditing sites' article.
The three Steps for a new audit are:
Set Up the Audit
2. Fill in the Audit
3. Publish the Audit
Audit Scoring
Please see the 'Audit Scoring Explained' article on the Knowledge Base. It is not essential that clients fully understand the scoring mechanism but it is important that you do as auditors.
1 Set Up the Audit
To complete an audit - navigate to your audit dashboard then inbox > manage > select Audits from the sidebar.
Click on +New in the top right corner
Then select the appropriate audit template from the next screen by clicking '+continue'
On the next screen, search for the site that you want to audit:
On the next screen leave all values as the default and scroll down to the submit interval, here change the interval depending on how often the site is audited, if it's just once change this to 12 months. We recommend a lead time to 2 weeks i.e. when the task to redo the audit will be created on the site.
Scroll down and click on +Save Audit
On the next screen click on 'Fill in' in the top right hand corner
2 Complete the Audit
You will now be on the audit page - there are some helpful links at the top of the audit to assist you:
Note you can use the 'next question' to move to the next unanswered question when filling out the audit and 'Toggle All' collapses or expands each section.
Remember to click the 'Save Draft' regularly. This is on the floating bar at the bottom of the page:
You can check the score of the draft audit from the bottom of the page where it also shows a progress indicator:
For each question score as appropriate:
2 = fully compliant
1 = partially compliant
0 = non compliant
-2 = non compliant and it's so bad you want to add an additional penalty (it doubles the negative affect of being non compliant when the score is calculated)
Note you can use TAB to jump to the next question and use 2,1, 0 and - keys to score, and it will move to the next question (within a section)
To comment or add photos, use the comment section beneath the question. (You can drag and drop photos in).
Clicking the formatting button allows you to format your text.
H1, H2 and H3 are headings.
Note that you can add hyperlinks to comments. Just copy the link and paste it over text. Or just drag and drop the web address.
Additional Actions
If you want to add an additional manual action scroll down to the bottom of the page and click on 'Add Manual Action'
Fill out the action details and then click 'add manual action' at the bottom
3. Publishing the Audit
When you are ready to publish the audit scroll down to the bottom of the audit and hit the Publish button (cancel here returns you to the audit admin screen) then confirm on the next screen:
Note - an audit cannot be changed once live
