This article explains how to fill in an inspection form on the Audits web application. To see how to complete a form on the Vatix mobile app, click here.
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Click on the 'Audits' button in the navigation panel on the left-hand side.
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Click on the blue 'New' button in the top right-hand side of the screen.
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From here, you can select the template of the form you want to use.
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After selecting your template, fill in the form. To add evidence or images to a question, click on Activity feed, and then click on the file icon in the bottom right. This will give you the option to select the file you want to upload.
An icon will appear when you attach a file to a question, showing that it's there.
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To set a follow-up action, click on a question, then select 'Tasks.' Now, you can click 'Add new task' and assign an action to a user. This task will be linked to the form.
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When you are finished, click 'Submit'.
Once you have submitted your form, you can view the completed form record, which has three sections: Form, Overview, and Related.
The Form Tab will display the questions and answers that were filled out on the form.
The Overview Tab will give you details about the form, such as the reporter and when it was submitted. You can edit some of these fields using the 'Edit' button in the top right of the Form Details box.
The Related Tab will show any follow-up tasks linked to your form. You can add more tasks by clicking on 'New Task' in the top right.
