Audits

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

23 articles in this collection
Written by Sebastian Tiller, Tyson Young, and Natalie Firth

General

Workflow automation

Workflow automations can be used to automatically change the value of a question when specific actions are performed.

Written by Tyson Young
Updated over a week ago

Audits search

This article will explain how to search for audits.

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.

Written by Sebastian Tiller
Updated over a week ago

Adding records via the desktop portal

This article outlines how to add new ad hoc records to an asset or assign new records to an existing audit via the desktop portal.

Written by Natalie Firth
Updated over a week ago

Uploading or creating a register

This article will explain how to generate or manually upload a register.

Written by Natalie Firth
Updated over a week ago

Active audits & assigned asset(s)

This article explains how to find your assigned assets.

Written by Sebastian Tiller
Updated over a week ago

Audit clarifications

This article will explain the different stages of audits.

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.

Written by Sebastian Tiller
Updated over a week ago

Progress dashboard

This article will explain what information the progress dashboard will display.

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.

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.

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.

Written by Sebastian Tiller
Updated over a week ago

Scheduled audits

Scheduling audits

This article explains how to schedule audits

Written by Natalie Firth
Updated over a week ago

Re-assigning audits

This article will explain how to re-assign an audit from one assessor to another.

Written by Sebastian Tiller
Updated over a week ago

Awaiting Audit Results

Awaiting audits

This article will explain how to find audits that are at the awaiting results stage.

Written by Sebastian Tiller
Updated over a week ago

Uploading (COA) certificate of analysis

This article will explain how to upload a certificate of analysis and link the file to associated samples.

Written by Natalie Firth
Updated over a week ago

Pending Audits

Datasheet view

This article explains how datasheet view enables bulk editing.

Written by Sebastian Tiller
Updated over a week ago

Pending review

This article will explain how to find audits that are pending review, and how to approve the records.

Written by Sebastian Tiller
Updated over a week ago

Preview register

This article explains how to preview the register before it is published.

Written by Sebastian Tiller
Updated over a week ago

Pending review - editing sample results

This article will explain how you can edit the sample results.

Written by Sebastian Tiller
Updated over a week ago

Completed Audits

Completed audits

This article will explain how to view audits that have been completed.

Written by Sebastian Tiller
Updated over a week ago

Uploading a clearance certificate

This article will explain how to clear asbestos from samples.

Written by Sebastian Tiller
Updated over a week ago

Editing a completed audit.

This article will explain how to make edits to an audit that has been completed.

Written by Sebastian Tiller
Updated over a week ago