Audits: Ways to Complete an Audit

Here we will cover how to "Add Audit," Send a public link, and generate a QR code

How to "Add Audit"

1. Select the "Audits" workflow on the left side in your workflow panel

2. Click the blue button on the top right titled "Add Audit"

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3. Here you can search for an audit form and see the list of active audit forms

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4. To add a new one, click "Add New" on the top right of the drop down box

5. From here you have the option to build out your own audit from scratch, create a template that will be available to other users in your organization, or use a pre-made Laudio template

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To create an Audit from Scratch...

6. Click the "Start from Scratch" option

Screenshot 2025-07-14 at 12.59.49 PM7. Here you can title your new Audit, add a cost center, as well as set your target score

Screenshot 2025-07-14 at 12.59.58 PM8. Click the "Continue" button to save the new Audit

9. Then it will prompt you to add collaborators if you'd like

Screenshot 2025-07-14 at 1.00.06 PM10. Now you should see all of the Audit's questions which you can edit and adjust as you please

Screenshot 2025-07-14 at 1.00.19 PM11. You can preview how your audit will appear by clicking the "Preview" button in the top right corner

12. To rename, share, delete, copy, or set the audit as an organization-wide template I can click the "…" in the top right corner

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To use a Laudio Pre-made Template...

6. Select one of the pre-made template options listed

7. This will show you a preview of the selected audit from the template library where you can click "Use Template" in the top right

Screenshot 2025-07-01 at 2.52.26 PM8. Start typing the cost center you want to add

Screenshot 2025-07-01 at 2.52.35 PM9. You can also configure your target score here if you would like

10. Click "Continue"

 

 

 

 

How to Share a Public Link to an Audit

1. Select the "Audits" workflow on the left side in your workflow pannel

2. Navigate to the "Audit Forms" tab

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3. On the right side, click the "..." button and select "Share a Public Link" from the drop down menu

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How to Generate a QR Code

1. Select the "Audits" widget on the left side in your workflow pannel

2. Navigate to the "Audit Forms" tab

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3. On the right side, click the "..." button and select "Generate a QR code" from the drop down menu

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4. Now team members can complete audits by scanning the QR code

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