Sharing Audit results

Laudio provides multiple ways to share audit results, depending on when and where the audit is reviewed. Leaders with the appropriate access can send results directly after completion or later from the audit history.

Option 1: Share Results Immediately After Completing an Audit

When an audit is completed, a results dialog automatically appears.

1. Review the audit score, if scoring is enabled.

2. Click click here within the dialog to open the Send Message flow.

3. If scoring is enabled, a message template automatically populates with:

   • The audit result

   • A link to the form response preview

4. Edit the message as needed.

5. Select the recipient or recipients.

6. Send the message as a standard Laudio email.

Option 2: Share Results from the Completed Audits List

Leaders with collaborator access to the specific audit can share results after completion.

1. Navigate to the list of completed Audits.

2. Locate the desired audit.

3. Click the ellipsis (...) next to the audit.

4. Select Share.

5. Choose how the results should be shared and complete the message.

Note: Collaborator access is required to use this option.

Option 3: Share from the Audit Result Preview

Audit results can also be shared directly from the result view.

1. Click the specific audit to open the result preview.

2. Select More Actions (>).

3. Choose to share the audit via email or by link.

4. Complete the sharing flow.

FAQs

Q: Who can share audit results?
A: Leaders who completed the audit and leaders with collaborator access to that audit can share results.

Q: Can the message be edited before sending?
A: Yes. All sharing options allow edits to the message before it is sent.

Q: Is scoring required to share audit results?
A: No. Scoring enhances the message template but is not required to share audit results.

To share the results of a Laudio audit with a team member, follow the steps below. 

Here's a video walkthrough showing this workflow

Option 1:

When an audit is completed a dialogue will open up showing the audit score (if applicable). 

Select click here to open up a ‘send message’ flow. If scoring is enabled, the result of the audit will populate a message template that includes a link to the form response preview. You may use or change this message and choose your recipient(s). Then send the message as you would typically send an email via Laudio. 

 

 

Option 2:

Any user with collaborator access to this specific Audit may also share results by going to the list of completed Audits, clicking on the ellipsis (...) and selecting Share

 

 

 

Option 3: 

Click on the specific Audit result to open the result preview. Click More Actions(>) to share via email or link