Audits & inspections

Audits and inspections turn a checklist into a scored record. Walk the checklist, mark each item pass or fail, and any failed finding can raise a corrective action.

Create an audit

1. Go to Audits and use the Create an audit form.
2. Pick the site, give it a title, and choose a type (workplace inspection, behavioral/BBS, compliance, program, management system, other).
3. Set a scheduled date, choose who's conducting it from the roster, and paste your checklist (one item per line). Click Create audit.

Conduct it

1. Open the audit to see its findings table.
2. For each item set a result (pass, fail, not applicable) and severity (low, medium, high), add notes, and click Save.
3. Use Add item if you spot something off-checklist.
4. Click Complete audit when you're done.

Findings and CAPA

• A failed finding shows a Raise CAPA button. The CAPA links back to the finding, its priority follows the finding's severity, and once raised the finding shows a link to it instead of the button — one CAPA per finding.
• Use the status filter for Overdue or Failed findings (fails with no CAPA yet) to see what needs attention; dashboard tiles deep-link straight into these views.

Templates and recurrence

1. Open Templates & scheduling from the Audits page.
2. Create a template with a name, type, a frequency (one-off, weekly, monthly, quarterly, semi-annual, annual) and its checklist items.
3. On any template row, pick a site and date and click Schedule to create the audit.

What happens automatically

• Recurring audits reschedule themselves. Completing an audit that has a frequency creates the next occurrence with a fresh copy of the checklist, dated one period on from the planned date (so a late completion doesn't drift the cadence).
• Overdue audits escalate. A background sweep raises a due-soon notification starting 7 days before the scheduled date, and an overdue notification once the date slips — addressed to whoever is conducting the audit (or the safety team if unassigned). Reminders are deduplicated, and completed audits are never escalated.
• Every create, finding change, completion and CAPA is recorded on the audit trail.

Related

• CAPA (corrective & preventive actions) — Failed findings raise corrective actions to closure
• Inspection readiness — The inspector-is-coming outstanding-items checklist
• Custom forms — Build custom checklists with no-code CAPA rules
• Compliance calendar — Recurring inspection deadlines land on the calendar