Schedule Audits (Video)

Scheduled Audits: Create an Audit Schedule or Plan

Schedule a single audit or repeating audits is easily. Just follow these steps:

1. Click on Scheduler under the Facility where you would like to schedule your audit(s).
2. Click on Create Obligation.
3. Select “Schedule an Audit”, and choose the Audit Template that you would like to use.
4. You can then plan either a One-Off Obligation or a Recurring Obligation and select the frequency.
5. A scheduled audit action will appear on your actions page. Completing this will prompt you to start the audit.