Audits

This group of articles will explain how to do the different tasks in the audit section of the Octfolio platform.

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22 articles in this collection
Written by Sebastian Tiller
General

Audits search

This article will explain how to search for audits.
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Written by Sebastian Tiller
Updated over a week ago

Progressing stuck audits

This article explains how to progress audits, that may get stuck in either awaiting results or pending review.
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Written by Sebastian Tiller
Updated over a week ago

Creating new records via the client portal

This article will explain how to add records to an existing audit via the client portal.
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Written by Sebastian Tiller
Updated over a week ago

Uploading or creating a Register

This article will explain how to manually upload an register.
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Written by Sebastian Tiller
Updated over a week ago

Active audits & assigned asset(s)

This article explains how to find your assigned assets.
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Written by Sebastian Tiller
Updated over a week ago

Audit clarifications

This article will explain the different stages of audits.
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Written by Sebastian Tiller
Updated over a week ago

Audits menu

This article will explain what to expect and how to manage the different stages of audits.
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Written by Sebastian Tiller
Updated over a week ago

Progress dashboard

This article will explain what information the progress dashboard will display.
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Written by Sebastian Tiller
Updated over a week ago

Planned works

This article will explain how you can manage your compliance schedule with the Octfolio planned works feature.
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Written by Sebastian Tiller
Updated over a week ago

Viewing & adding notes to audits

This article will explain how you can view current notes and add new notes to audits.
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Written by Sebastian Tiller
Updated over a week ago

Sample logic

This article has been designed to help understand how samples are assigned status and sample results statuses.
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Written by Sebastian Tiller
Updated over a week ago