Audits

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

Sebastian Tiller avatar Tyson Young avatar Natalie Firth avatar
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.
Tyson Young avatar
Written by Tyson Young
Updated over a week ago

Audits search

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

Active audits & assigned asset(s)

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

Audit clarifications

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