Adding an Audit Report
Step #1
Title: Click here to access the “Internal Audits” sub-menu.
Step Type: Balloon
Captured URL: https://app.isolocity.com/
Step #2
Title: Click here to enter the “Audit Reports” module.
Step Type: Balloon
Captured URL: https://app.isolocity.com/
Step #3
Title: View the status of the report (Open/Closed)
Step Type: Balloon
Captured URL: https://app.isolocity.com/audit-reports
Step #4
Title: Click here to create an “Audit Report”.
Step Type: Balloon
Captured URL: https://app.isolocity.com/audit-reports
Step #5
Title: Enter a Report Number
Step Type: Balloon
Captured URL: https://app.isolocity.com/audit-reports/new
Step #6
Title: Select the “Audit Area” (Required).
Step Type: Balloon
Captured URL: https://app.isolocity.com/audit-reports/new
Step #7
Title: Select the “Report Template” (Required).
Step Type: Balloon
Captured URL: https://app.isolocity.com/audit-reports/new
Step #8
Title: Fill out the report (Optional), then click “Next” to continue to a different section of the report.
Step Type: Balloon
Text: This step is optional if you are only interested in initiating the “Audit Report”. If another user is in charge of the actual content of the report click “Next”.
Captured URL: https://app.isolocity.com/audit-reports/new
Step #9
Title: Select whether the audit was “Passed” or “Failed”.
Step Type: Balloon
Captured URL: https://app.isolocity.com/audit-reports/new
Step #10
Title: Who completed this audit?
Step Type: Balloon
Captured URL: https://app.isolocity.com/audit-reports/new
Step #11
Title: Enter the completion date.
Step Type: Balloon
Captured URL: https://app.isolocity.com/audit-reports/new
Step #12
Title: Select a date to follow up.
Step Type: Balloon
Text: This will trigger a follow up request ahead of the scheduled report frequency. This is useful, if the report needs to be complete ahead of the previously planned audit date.
Captured URL: https://app.isolocity.com/audit-reports/new
Step #13
Title: Enter “Notes & Observations” (Optional).
Step Type: Balloon
Captured URL: https://app.isolocity.com/audit-reports/new
Step #14
Title: Attach relevant documentation or other information (Optional).
Step Type: Balloon
Captured URL: https://app.isolocity.com/audit-reports/new
Step #15
Title: Click here to create your report.
Step Type: Balloon
Captured URL: https://app.isolocity.com/audit-reports/new
Step #16
Title: Click the bell icon to check any notifications regarding this audit or the printer icon to print this “Audit Report” (Optional).
Step Type: Balloon
Captured URL: https://app.isolocity.com/audit-reports/1
Step #17
Title: Click “Save” to save your work without completing the report or click “Save & Finalize” if you have filled out all required fields and have no more updates to make.
Step Type: Balloon
Captured URL: https://app.isolocity.com/audit-reports/1
