8 Tips to Design Great Audit Templates

The Audit Flo application is more than a simple Yes/No checklist that mirrors your existing paper checks. With Audit Flo, you can customize your own templates that best suit your company. It’s a robust technology that allows you to create intelligent templates to aid in corporate decision-making. 

  1. Capture & Upload Annotated Pictures

Use annotated and marked-up pictures to enhance your reports and break down linguistic obstacles. Using high-resolution images during your audit can help you report with more depth and accuracy. Images incorporated in your reports avoid the requirement for email attachments and numerous communications due to images size concerns. Images could also be embedded into designed templates to show recommended practises, equipment flaws, and other information. 

  1. Use Multiple Choice to set Priorities

With pre-prepared responses you can save time in the field and improve data collecting. Realize that you can’t track trends if you don’t give consistent responses to inquiries. This is without a doubt, among the most effective fields in Audit Flo and it may help you save a lot of time. This makes your analytics plain and succinct by allowing you to showcase location, states, addresses, staff names, and assets.

  1. To demonstrate recommended practises, include images in your template.

Audit Flo allows you to include images in your template to show your workforce ideal practices and industry standards. Using Audit Flo, you can illustrate how and where to operate equipment, locate a worksite, or show employees where to place items. This function is very useful for individuals across all industries.

  1. Date-stamped Signatures

It’s not necessary to publish different workplace standards or print reports in order to get your employees to sign them. Using Audit Flo, you can date & time stamp and sign on the go, increasing organisational accountability.

  1. Attach Video Links & Illustration Visual Figures

By including video links and visual representations in your templates, you may illustrate best practises and training approaches. This provides a fast reminder of how a set-up should appear or how a certain element should be analyzed. If you’re utilising Audit Flo to train your employees, it’s a perfect approach to show them visually.

  1. Organised Audits using Categories

Create headings for your reports to help you organise groupings of similar questions and items. You can examine category scores in the report by nesting items under specific categories, so you can see if particular categories are trending in a positive or negative way. If you omit using categories, your checklist would seem to be one continuous audit, making it difficult to find information after the audit was completed.

  1. Enable Template Sharing & Exporting

Audit Flo allows you to export professional reports in a variety of formats, including Excel, PDF, CSV, and others. You can utilise your employees’ aggregate knowledge and boost visibility and communication across sectors by allowing the right individuals in your business to see the insights and data. From the start, you’ll probably have a good sense of who in your company needs to know about certain audit findings. The ideal approach to do this is to build up an Export Profile and tie it to a specific firm template. You can specify who needs to get the completed audit or file it in Dropbox using a customised Export Profile. 

  1. Failed Responses

Any query that poses a greater risk or is crucial to your organisation should have a Failed Response attached to it so that you can run exception-based analytics and see habitual trends in your data. Our advanced analytics will show you how many times an issue has failed in the audits it appears in if you designate an answer as a Failed Response. You can immediately get to the bottom of what went wrong. You can gain smart insights into how many times a question has failed, which auditor tagged it as failed, and how many times that question has been marked as a failed response by gathering this information in real time.

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