At the visit, the auditor works through the audit's requirements one at a time. Each shows what proves it and a sample of the answers behind it, and the auditor records No gap or Gap.
The auditor is the person who created the audit, or who leads its visit. The visit itself is planned when the audit is set up, from its visit date.
Step 1
Open your audit
In the side menu, click Audits, then click your audit. As the auditor, the gaps open on Closed this period: the fixes to sample.
Step 2
Continue review
Click Continue review to open the next requirement you haven't checked at this visit.
Step 3
Read your sample
Under the requirement, Proven by says what checks it and how the answers fell. Your sample puts every failing answer first, then picks others at random; the same sample comes back when you return. Pick 5 more at random adds more.
Step 4
Record your check
Under Your check, click No gap if the requirement is met, or Gap if it isn't.
Step 5
Say how soon and why
For a gap, choose how soon it must close under If gap: close within, then add a Note of what you found.
Step 6
Save and move on
Click Next requirement to save your check, with the sample you looked at, and open the next requirement to check.
Step 7
On to the next
Your check is saved, and the next requirement you haven't checked opens. A Gap raises a gap from the auditor with the priority you chose; the site sees it on the audit page and fixes it.
Step 8
Evidence of your own
Under Your evidence, click + Add for a photo, note, interview or document from the visit, or Ask the site to request something from the site contact. Closed gaps on the audit page can be checked with Fix held, or reopened.
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