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Adding an Audit Report

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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

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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