Audits
A checklist ends at submission. An audit starts there.
Build the questions, set the rules and pick the schedule. Auditee takes care of the rest: it runs each audit on the local time of every site, turns negative answers into tasks with an assigned person, a deadline and a photo as proof of completion, and keeps a full history that is still clear and readable six months later.
Conditional logic
One answer. Four actions that can follow it.
Every question can carry rules, and a rule is a condition plus an action. Every answer can trigger the next step: set a condition, such as a specific option, a value below a threshold, a missing photo or a missing signature, and decide what happens then. The condition always fits the question type: an option, a number or scale, text, a date, a grid cell, photos and files, or a signature.
Is the extinguisher within its inspection date?
Nowhen the answer is “No”
A follow-up question appears inline, live, as they answer. The form stays short for the 90% case.
The rest of the section is skipped. Nobody answers questions that no longer apply.
The auditee sees nothing. An email reaches the right managers the moment the audit is submitted.
A real, owned, deadlined task — either written in advance or described by the auditee.
The limits, so you can design around them
- Branching is exactly one level deep. A rule can reveal a child question; that child cannot branch again.
- A rule fires once per submission. Different actions can share a single condition.
Questions
Fourteen question types, grouped the way the builder groups them.
Text
Choice
Grid & Scale
Number & Date
Media
Other
Scheduling
Set it once. It runs itself.
Six schedule types: one-time, weekly, monthly, quarterly, yearly and custom. Every audit carries its own time zone, and scheduling, deadlines, reminders and calendar days all resolve in it. That is what lets a single audit span sites in different countries, each running on local time.
- Weekly
- Any combination of weekdays, every N weeks.
- Monthly, quarterly, yearly
- First working day, last working day, first Monday through first Friday, or the 15th. Short months clamp correctly.
- Custom
- Hand-picked dates on a calendar, up to 200 of them.
- Start and end
- Starts immediately or on a date. Ends never, on a date, or after N occurrences.
- Deadlines
- N days after going live, until the next occurrence, or an explicit date for a one-time audit.
Who does what
Four roles. Auditor, reviewer and auditee are set per team, so one person can hold a different role in each.
- Org admin
- Full read-write across the organization.
- Auditor
- Creates and manages audits and tasks for the teams they manage.
- Reviewer
- Approves submitted tasks and sees the audit result.
- Auditee
- Fills audits in and works on tasks. No email address needed.
Who gets each round
Assignment mode follows from the team type and freezes at publication. The product’s own tooltips:
Reminders that never pile up
Three per-audit checkboxes — 1 day before deadline, On deadline day, and 1 day after deadline (overdue), which needs late submissions to be allowed.
Defensible results
Once published, an audit stays stable.
Occurrences and assignments are created at publication, so afterwards you can change only the name, description, logo and tags. Questions, rules, schedule, anonymity and the scoring settings stay as they are. That keeps results comparable and credible, even when an external inspection reviews them six months later.
Scoring, if you want it
Three settings, opt-in per audit and frozen at publish: Assign points to answers, Passing score, and Auditees can see their score. Because they freeze, the score-visibility promise cannot be changed after people have started filling.
A neutral points chip and a Passed or Failed badge that pairs an icon with a word, never colour alone. There are no grades and no bands — one threshold and raw numbers.
Around the audit
Reuse, measure, plan.
Templates and import
One engine, four doors: duplicate an audit, save it as a template, use a template, duplicate a template — plus JSON import.
Import works on every plan; export is a paid capability. We ship no template catalogue.
Analytics
Five headline numbers — compliance, on-time rate, late rate, miss rate and median fill time — with seven widgets behind them, including rule reach and a stuck-and-stale list.
Calendars
Four read-only month grids: one audit, all audits, all tasks, and a schedule preview that projects a draft before you publish it.
In-app only — there is no calendar sync.
Want to see it against your own checklist?
Bring the form you use today. The interesting question is what happens after someone ticks “no”.