Schedule Audits (Video)
Scheduled Audits: Create an Audit Schedule or Plan
Schedule a single audit or repeating audits is easily. Just follow these steps:
- Click on Scheduler under the Facility where you would like to schedule your audit(s).
- Click on Create Obligation.
- Select “Schedule an Audit”, and choose the Audit Template that you would like to use.
- You can then plan either a One-Off Obligation or a Recurring Obligation and select the frequency.
- A scheduled audit action will appear on your actions page. Completing this will prompt you to start the audit.
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