Managing Audit Forms

Laudio’s Audits workflow allows leaders to create, edit, and manage audit forms to streamline compliance and process evaluations. Managing forms effectively ensures accurate data collection and easy collaboration.

How to Access Audit Forms

• Navigate to Audits from the left-hand menu.
• The Forms Page displays all created audit forms.

Creating a New Audit Form

1. Click “Add Audit”.
2. Chose one of the Laudio Templates or to create an audit from scratch. 
3. Enter a title and cost center information.
4. Add collaborators for shared access.

Editing an Existing Audit Form

1. Select the form from the list.
2. Click Edit to update title, cost center, or collaborators.
3. Note: Questions cannot be edited once the form has been used in an audit to maintain data integrity.

Sharing Audit Forms

1. Use the Add Collaborators option to share forms with other Laudio users.
2. Collaborators can add audits, view responses, and export data.
   

Exporting Audit Forms

1. From the form details page, click Export to download audit data.
2. Exports include:
   1. Audit scores
   2. Completion dates
   3. Notes and tasks
   4. Related cost center or team member info

FAQs

Q: Can I delete an audit form?
A: Yes. Click the "..." on the right of the Audit and select the option to delete. 

Q: Can I duplicate an existing form?
A: Yes, you can make a copy of an existing Audit form by clicking the "..." and selecting the option "Make a Copy"