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    • How to save time creating multiple audits for multiple locations

    How to save time creating multiple audits for multiple locations

    • Forum|Forum|2 years ago
      February 26, 2024
    • 1 reply
    • 108 views

    Samuel Brown
    Ideagen Community Manager
    Forum|alt.badge.img+8
    • Samuel Brown
    • Ideagen Community Manager

    You've got multiple audits lined up across various locations, each with its unique requirements.

    Currently, we have a robust system in place that allows us to select multiple locations, set up recurring patterns, and customize program details. However, I'm eager to hear your thoughts on whether this approach meets your needs:

    In the current system, we can select multiple locations for a particular protocol when creating corporate audit programs. Additionally, we have the option to set up a recurring pattern for these programs if needed. Moreover, at the top of the audit management screen, there is a handy copy feature that allows us to tailor the setup of program details for different locations and recurring patterns if needed as well.

    Keep in mind that the copy audit program functionality should be enabled, and the copy feature will be visible to any user who has "Add Program" Permission.

    Your feedback is crucial in ensuring that our systems align perfectly with your team's requirements. So, please take a moment to share your insights and suggestions.

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      • Brad Orterstrom
      • Thinker
      • Forum|Forum|9 months ago
        May 13, 2025

      We schedule between 5 and 8 audits (inspections) per month. Audits like AED inspections, fire extinguishers, eyewash stations etc. We schedule these audits for about 96 locations. Currently we use audit templates to do it and select the locations manually. Not all locations need to participate in all audits. Example, an office does not have to complete the eyewash inspection. So adding all the appropriate locations is a hassle manually. I move all locations from the left to right in the audit setup, then one by one move any location that isn’t required back to the left. It’s easy to make a mistake and audits get scheduled incorrectly, or not at all. Since we setup all of these audits, it takes time each month to get it right. It would be wonderful to add the appropriate locations to the audit templates instead of doing it manually. 

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