Completing An Audit

To complete an audit:

  1. Select an Audit Type from the drop down list
  2. 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)
  3. 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 auditing percentages for the current week through the ‘Audit Summary’ tab
  4. (Optional) Select a required action. If selected, this status will override any status attached to question answers
  5. Select ‘Save Audit’ (By doing this you are unlocking the audit meaning other users can now add further audits to the appointment)