Overview


Audit types represent distinct auditing question sets that can be selected when auditing and an appointment and usually represent a type of appointment compliance.

Some typical audit types include:

  • Verification Audit
  • Post Installation Compliance
  • Evidence Pack Compliance

Adding an Audit Type

  1. Navigate to the Audit Type Management screen through Advanced Configuration [A-K]Audit Types

  1. Fill the configuration options
  2. Select Add Audit Type

Updating an Audit Type

  1. Navigate to the Audit Type Management screen through Advanced Configuration [A-K]Audit Types\

  1. Select the Audit Type
  2. Update the configuration options
  3. Select Update Audit Type

Configuration Options

Configuration Description
Audit Type ID A system generated identifier
Name The audit type’s title
Description A description of the audit type
Display Priority A method of sorting audit types in lists throughout ASAP, where 1 will appear before 2
Clients When not empty, will restrict the audit type to appointments whose customer has a client in the list
Work Types When not empty, will restrict the audit type to appointments with a work types in the list
Customer Types When not empty, will restrict the audit type to appointments whose customer’s type is in the list
Agents When not empty, will restrict the audit type to appointments have an associated agent in the list
Question Answer When selected, will restrict the audit type to appointments which have selected the answer
Mandatory When selected, appointments that satisfy the above criteria will require a complete audit of this type before submission or invoicing
Propagate Status When selected, all appointments within the same job will have their audit status set to the result of this audit type
Disabled A method of soft deletion, when selected audits will be hidden from use
Post Invoice Auditing When selected, invoiced appointment can complete audits of this type