How to Set Up Audits

To view and search for existing audits, go to System > Setup > Mobile, then click Connect / Simpro Mobile > Audits. And, click an audit type to expand it.

To find a specific audit type, audit, group or question, enter a term in the search bar, then click Search. The audit navigation tree expands to show all occurrences of your search term in orange.

Click Clear or Refresh to view the navigation tree as normal.

To create a new audit:

1. Go to System > Setup > Mobile > Connect / Simpro Mobile > Audits.
2. Click Options > Add New Audit on the audit type.
3. Enter the Audit name and include a short Description if required.
4. Select whether the audit is to be performed Before Job or After Job.
5. Under Job Requirement, select:
   • Not Required to make the audit optional to complete.
   • Once Per Job to make the audit mandatory to complete once for every job.
   • Once Per CC to make the audit mandatory to complete once per cost centre.
   • Once Per Day to make the audit mandatory to complete once per day, per job, per cost centre.
6. Select whether the audit is required to be completed by All Employees or At Least One Employee.
7. Under Available Cost Centres, click cost centres to add them to the audit, or alternatively, click Add All.
   • Under Assigned Cost Centres, click cost centres to remove them from the audit, or alternatively, click Remove All.
8. Click Save.

As you create your audit, you can preview how your questions appear and proceed under Questionnaire. This is useful to ensure your questionnaire accurately reflects the audit process.

To edit an audit, click the audit in the navigation tree, or alternatively, right-click it, then click Edit. To delete an audit, click Options > Delete.

Audits only appear in the workflow if they are assigned to the same cost centre as the job.

Use groups to organise related questions within an audit.

To add a new group to an audit, or to add a subgroup to an existing group:

1. Click Options > Add New Group on the audit or group.
2. Enter a Group name.
3. Enter a group Description if required.
4. Select Mandatory to make questions within the group mandatory to complete.

To edit an existing group, click the group name and make changes as required. To delete a group, click Options > Delete.

When you create a new question to add to an audit or audit group, there are several ways to set up how a technician can respond to the question when completing an audit:

Text	Type the response into a text box.
Options (single select)	Select a single response from a list of options.
Options (multi select)	Select multiple responses from a list of options.
Response Templates	A previously created list of response options, for example Yes / No, Risk Rating etc.

You can also set up how the audit proceeds when a technician responds to a question:

Proceed	Proceed to the next question.
Go To	Go to a specified question other than the next question.
End, Allow Job Completion	Used for the last question in the questionnaire. The technician can complete the job after responding to this question.
End, Prevent Job Completion	Used for the last question in the questionnaire. The technician cannot complete the job after responding to this question.

Add a question with a text response

To add a question with a text response:

1. Click Options > Add Question on the audit / audit group.
2. Enter the Question.
3. Select Mandatory to make the question mandatory to complete.
4. Enter a Description if required.
5. Under Response Type, select Text.
6. Under Response Options, select an Action.

Add a question with a single select response

To add a question with a single select response:

1. Click Options > Add Question on the audit / audit group.
2. Enter the Question.
3. Select Mandatory to make the question mandatory to complete.
4. Enter a Description if required.
5. Under Response Type, select Options (single select).
6. Click Add Option to add to the list.

The Response Options vary by audit type. For most audit types, you can add an optional message for each option.

For audits created under Safe Work Method Statements, you can add an optional message for both Hazards / Risks and Control Measures. The Hazards / Risks are shown on the next screen after selecting the option in Simpro Mobile.

For each option, specify a follow-on Action. These are the same as for the text response type.

Select Allow Other to allow the technician to enter a different answer in an Other text box.

Click and drag the grey drag handle to reorder options.

Add a question with a multi select response

To add a question with a multi select response:

1. Click Options > Add Question on the audit / audit group.
2. Enter the Question.
3. Select Mandatory to make the question mandatory to complete.
4. Enter a Description if required.
5. Under Response Type, select Options (multi select).
6. Continue to create options as required.

Like Options (single select), you can add Hazards / Risks and Control Measures to audits created under Safe Work Method Statements.

The only follow on action for a multi select response is Proceed.

Add a question with a response template

To add a question with a response template:

1. Click Options > Add Question on the audit / audit group.
2. Enter a Question.
3. Select Mandatory to make the question mandatory to complete.
4. Click Response Templates to view previously created responses response templates. Click Use Template to add one.
   • Alternatively, select a response type from the Response Type drop-down list.

If you use these response options often, click Save as New Template.