How to complete an Audit

You can complete and submit Audits from  Vatix Workspace web app  or the Protector Mobile app. Audits can be used for checks, inspections and other structured forms that your organisation needs users to complete.

When an Audit is submitted, it creates a submission record that can be reviewed later and linked to other records such as Sites, Assets, Contacts or Documents. This helps keep all related information connected in one place.

How to Complete an Audit 

💻 In the Vatix Workspace web app:

1. Go to 'Audits' in the left sidebar.
2. Click 'New' in the top-right corner to start a new Audit.
3. Select the form template you want to complete.
4. Work through the form and answer each question.
5. If you want to add supporting evidence to a question, click 'Activity feed' next to that question.
6. In the 'Activity feed', you can upload images or files using the file icon.
7. You can also type comments into the chat box to add extra context.
8. If needed, you can create a Task from within the Audit to track follow-up work related to that form.
9. Continue completing the rest of the form.
10. Once the form is complete, click 'Submit'.
    
    
    
    
    

📱 In the Protector Mobile app:

1. Open the app.
2. Tap the blue '+' button in the bottom-right corner of the screen to start a new Audit.
3. Select the form you want to complete.
4. Work through the form and answer the questions.
5. As you complete the form, you can add comments, create Tasks and upload images where needed.
6. When you have finished, tap 'Submit Form'.
   
   

Mandatory questions

Some questions may be mandatory. These questions must be completed before the Audit can be submitted.

If any mandatory questions have been left unanswered, you will need to complete them before submission can continue.

Saving and finishing an Audit submission later

If you are not ready to submit the Audit, you can leave the form and return to it later to continue editing.

This is useful if you need more time to gather information, upload supporting evidence or confirm details before submitting the final form.

What happens next

Once submitted, the completed Audit is saved as a submission record.

The submitted Audit can then be reviewed later and, where needed, linked to other records such as a Site, Asset, Contact or Document.