Step 1: Navigate to 'Audits -> Manage' and Click On 'New Audit'
Step 2: Select A Property From The Dropdown Bar
*Not seeing the property you want to create an audit for in your dropdown? Make sure you've created your property first. <-- LINK TO HOW TO CREATE A PROPERTY PAGE).
Step 3: Name Your Audit And Click Save
Step 4: Click on "Create your first task"
Step 5: Start Adding Questions
From here we'll actually start building your audit.
1. The first thing you'll need to do is select what type of question you want it to be.
Question Types:
Select One - Gives the auditor multiple choices, but only allows them to select one answer.
Select Multiple - Gives the auditor multiple choices and allows them to select many.
Yes or No - Allows the auditor to give a simple yes or no response.
Number Answer - Allows the auditor to give a number answer.
Scale (1 - 10) - Allows the auditor to answer on a scale of 1 to 10.
Short Answer - Allows the user to enter long text
2. After that we need to add the question/task title.
3. The last required step is to assign the question to specific areas. In our example, we're concerned with holes being in the carpet so we'll assign it to all of the bedrooms in our hypothetical unit by clicking on the areas in the bottom bar. (If no areas are showing, click in the white box containing your question, as if it is inactive, the areas will not show.)
4. (Optional) Add images or upload PDFs. If you need to add a PDF or an image for auditors to reference during the audit they can be attached to the specific question in the bottom left.
**If you want to add optional questions (For example if they answered yes to the question above, we might want to ask how many there are) you can click on 'Required' toggle in the top right of the question card.
Step 6: Save And Publish The Audit
Once we have all of the questions we want in out audit, we need to save and publish it, so we'll click the 'Save' button in the top right.
*If the audit does not successfully save, carefully review your questions. There might be a task without a title, duplicate title, or a question with no areas assigned.
Assuming your account has 'Publish Audit' permissions, once you click 'Save', the button should change to 'Publish'. If you're finished setting up your audit, just click 'Publish' and your audit will be ready to use in 'Audits' -> 'Perform'
