How do you delete part of an audit imported from Library or edit the criteria?
This must be done before an audit has been run for the first time. When you first import the audit, click view and then go to criteria. Here you can delete or edit each one to meet your audit requirements. Once you’ve run the audit you can only edit/delete it when all responses have been deleted.
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Do you have different user levels?
Yes, we currently have 3 tiers of user permissions to keep it user-friendly and manageable. The 3 levels are; Account Admin, who is responsible for setting up, managing and maintaining the system; Manager, who can create, edit verify and delete but ...
How do I delete a user?
An account admin is the only person that can delete a user. this can be do by going to your name > Manage Users. You will see the red bin icon next to each name. This will delete the user from the system but will keep any previous entries from that ...
Can I create my own Audits/Checklists in the system?
Yes, you can create any audit you like in the system using our Audit builder. You can create simple and full audits and include custom fields, criteria response sets, predefined responses, weighted scoring, plus you can run them all offline using ...
How much data is included with my subscription?
Every account has 5GB of data included with the subscription per 100 users. For example 200 users would include 10GB of data. Additional data is available at £100 per 5GB per year. Your account is reviewed annually as part of our support plan to ...
How do I make something private?
There are a few different ways of doing this. The first, when you are creating an Action or an Audit you can select to 'make this private'. This means that only you will be able to view this if you 'lock' it down. You can also use user groups in ...