- Knowledge Base
- Supplier Audit Manager
- Building A Custom Audit
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FAQs
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Activation Process
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One Pagers
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Document Request Manager
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Settings- Company Settings
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Settings- Company Users Email & Security
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Supply Chain Manager
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Product Check Manager
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Internal Document Manager
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Production Models
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Supplier Manager
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Settings- Manage Products
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Supplier Questionnaire Manager
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Supplier Check Manager
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Supplier Document Manager
- Tool Documentation
- Initial Setup of Supplier Document Manager
- Creating A Supplier Document Template
- Building The Document
- Approving The Document Internally Before Sending Out
- Delete Documents
- View Selected
- Sharing A Document With Suppliers To Sign Off
- Exceptions
- Sign Off Review
- Viewing A Customer Document
- Sign Off The Document
- Assign Responsibility
- Delete/Reject Selected
- Receiving & Viewing An Exception
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Risk Assessment Manager
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Incident Manager
- Tool Documentation
- Initial Setup
- Create Incident Forms – Supplier & Customer Confirmations
- Edit Incident Forms – Supplier & Customer Confirmations
- RASFF Notifications
- Create An Incident From The RASFF Notifications
- View Incident
- Edit Incident
- Share An Incident
- View Company Incident Shares
- View Responses From Supplier
- Request More Info
- Respond To Incident/Confirm/Close Out Incident
- Supplier Side Incident Manager
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Remote Audit Manager
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Specification Manager
- Tool Documentation
- Initial Setup For Specification Manager
- Creating Specification Templates
- Creating And Managing Company Specifications
- Creating and Managing Collaborative Specifications
- Creating and Managing Ingredient Specifications
- Sharing and Managing External Specifications
- Providing Customer Access To Linked Specifications
- Managing Specification Exceptions
- Viewing Specifications On The App
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Customer Complaint Manager
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Internal Check Manager
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Workflow Manager
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Stock Manager
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Forecast Manager
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Order Manager
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Meeting Notes Manager
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Customer Tool Guides
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Traceability Manager
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Supplier Audit Manager
- Tool Documentation
- Initial Setup
- Building A Custom Audit
- Using And Completing An Audit
- Update An Audit
- Request An Internal Review
- Mark Audit As Complete
- Notify Team Members
- Send PDF Report
- Export Full Audit Table To PDF
- Export Full Audit Table To Excel
- Recall Audit
- Reopen Audit
- Managing Activity Subscriptions
- Supplier Provided Audits
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Purchasing & Sales Manager
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Visit & Audit Schedule
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Formbuilder
2.2 Audit Form
The Audit form is a customised form that you can use or setup, to add information to your audit.
Step 1: Once the audit is built select the edit button beside the audit now

Step 2: Select Add New Section

Step 3: Name the section the select Add Section

Step 4: The section will look like this below. Now to add the questions/fields or options select the + icon.

Step 5: Now add the question under Label and choose from the Type the kind of way to answer the question. Select Update Section when done

Step 6: Your section with question will look like this below.

Step 7: As it’s a dropdown you chose as the field type, you need to add the options in that dropdown. Select the edit button beside the question

Step 8: Now add the options and select add each time. Once done select Update Field

Step 9: Your options in the form will now look like this below. Repeat the steps above to build up the sections and questions as you need them.

Step 10: The form is now active and will appear when you go to audit. If you do not need to use a form do not create anything in it.