How to Set Up Connect Audits


Set up pre-audits and post-audits in Simpro Premium for technicians to complete in Connect and Simpro Mobile. You can make audits mandatory to complete the job.

Audits are arranged in three types: Safe Work Method Statements (SWMS), Job Safety Analysis (JSA) and Quality Assurance (QA). Each audit within a type consists of a series of questions, which can be arranged within groups.

Note that any updates to the audits in either Connect or Simpro Mobile apply to both the applications.

Once completed, audits are saved as PDF documents and can be found in the Attachments tab of the job in Connect and Simpro Premium. See How to Set Up Audit Forms for information on how to set up the layout of these PDF forms.