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How to complete an Audit

Applies to user roles: Account Owner, Manager, User

Available on platforms: Vatix Workspace web app, Vatix app (formerly Protector Mobile app)

Note: The Protector Mobile app was renamed to the Vatix app on 5 October 2026. Read more about the rename.

Note: There are two versions of Audits: classic and new. To check which one you're using, go to 'Audits' in the left sidebar in Vatix Workspace. If you see 'Forms' underneath it, you're using the classic version. If you see 'Overview', you're using the new version. Where the steps differ, each heading says which version it's for. Everything else applies to both.

You can complete an Audit in the Vatix Workspace web app or in the Vatix app, wherever the check is carried out. To complete an Audit you've been assigned on a schedule, see 'How to view and complete a Scheduled Audit'.

Classic version: how to complete an Audit

💻 In the Vatix Workspace web app:

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

📱 In the Vatix app:

  1. Open the Vatix app and go to 'Audits'.
  2. Tap the blue '+' button in the bottom-right corner of the screen to start a new Audit.
  3. Under 'Template', select the form you want to complete. You can search for it by name.
  4. Work through the form and answer the questions. As you go, you can add comments, create Tasks and upload images using the 'Activity feed' and 'Tasks' buttons under each question.
  5. When you've finished, tap 'Submit'.

Some questions may be mandatory. You need to answer them before you can submit the Audit.

If you're not ready to submit, you can leave the form and come back to it later. This is useful if you need more time to gather information, upload supporting evidence or confirm details.

New version: how to complete an Audit

In the new version, you complete an Audit one section at a time. Your answers are saved as you go, and you check everything on a review step before you submit.

💻 In the Vatix Workspace web app:

  1. Go to 'Audits' > 'Overview'.
  2. Click 'New audit'.
  3. Under 'Template', select the template you want to complete, then click 'Start audit'.
  4. Answer the questions in the first section. Required questions are marked with an asterisk.
  5. To add a comment, photo, file, Task or related record to a question, use the 'Activity feed', 'Tasks' or 'Related records' button on that question.
  6. Click 'Next' to move to the next section. Click 'Back' to return to an earlier one.
  7. On 'Review and Submit', check your answers. To change a section, click the pencil icon beside it.
  8. Click 'Submit'.

'Next' becomes available once every required question in the section is answered. Depending on how the template is set up, an answer can send you straight to a later section.

📱 In the Vatix app:

  1. Open the Vatix app and go to 'Audits'.
  2. Tap the '+' button in the bottom-right corner of the screen.
  3. Under 'Template', select the template you want to complete. You can search for it by name.
  4. Answer the questions in the first section. Required questions are marked with an asterisk.
  5. To add a comment, photo, file, Task or related record to a question, tap 'Activity feed', 'Tasks' or 'Related records' under that question.
  6. Tap 'Next' to move to the next section. Tap 'Back' to return to an earlier one.
  7. On 'Preview', check your answers. To change a section, tap the pencil icon beside it.
  8. Tap 'Submit'.

Note: In the new version, the Vatix app needs an internet connection to start, save and submit an Audit.

To come back to an Audit later

Your answers save automatically, and the time of the last save shows at the top of the page as 'Last saved'. To stop and come back later, click 'Cancel' on the first section, or leave the page.

To carry on in the Vatix Workspace web app, go to 'Audits' > 'Overview', open the Audit, which shows as 'In progress', and click 'Continue audit'. In the Vatix app, go to 'Audits' and tap the Audit. It opens where you left off. Your Audit keeps the questions it started with, even if the template changes in the meantime.

To create a Task from a question

In the Vatix Workspace web app:

  1. On the question, click 'Tasks'.
  2. Click 'Add new task'.
  3. Describe the task, and choose an 'Assignee' and a 'Due date'.
  4. Click 'Create task'.

In the Vatix app:

  1. Under the question, tap 'Tasks'.
  2. Tap the '+' button.
  3. Enter a 'Task name', and choose an 'Assignee' and a 'Due date'.
  4. Tap 'Create Task'.

The Task is linked to that question, and appears in Actions for the person it's assigned to. You can do this while filling in the Audit or after it's submitted.

What happens next

Once submitted, the Audit is saved as a record that can be reviewed later and linked to other records such as a Site, Asset or Contact. To learn more, see 'How to link an Audit to a Site, Asset, Contact or Document'.

In the new version, the submitted Audit is named after its template, and you can rename it on its 'Details' tab. It has four tabs: 'Answers', 'Details', 'Attachments' and 'Related'. If the template is scored, the 'Overall Score' shows at the top. To download it as a PDF, click the three-dot menu in the top-right corner and select 'Export'.