To Complete an Audit
- Select an audit type from the drop down list.
- Select Start Audit (By doing this you are locking the audit meaning nobody else can complete an audit on the appointment until you have finished).
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Answer all questions from the audit type.
If required you can:
- View a summary of appointment information under the Appointment Details tab.
- Add or view appointment correspondence through the Correspondence tab.
- View a summary appointment’s auditing percentages for the current week, through the Audit Summary tab.
- (Optional) Select a required action. If selected, this status will override any status attached to question answers.
- Select ‘Save Audit’ (By doing this you are unlocking the audit meaning other users can now add further audits to the appointment).
