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Reviewing Audits
Reviewing Audits
Jeanette Wilson avatar
Written by Jeanette Wilson
Updated over 6 months ago

NOTE: Only supervisor, collaborator, or admin users can view submitted Safety/Quality Audits.

NOTE: Only Admin users can edit photos and notes on submitted Safety/Quality Audits.

NOTE: This review process is the same for both Safety and Quality Audits. This article will use Safety Audits for its example.

Reviewing Submitted Audits

1. Log in on the web at https://www.ireportapp.com/login

2. Click on the location for which you’d like to view the completed audits (admins can choose to view the company level data by clicking on the top company level)

3. Go to the Audits menu and click the type of Audit you want to Review:

4. You’ll be taken to a page that displays all Audits depending on your selection. They are broken down by stage:

  • New: These audits have been assigned, but not yet started by the employee.

  • In Progress: These audits have been started, but not yet submitted. You can view any progress that has been saved on these, and add your own answers/photos/notes/corrective actions as needed.

  • Severity Review: These audits have been submitted with at least one unacceptable item. This is where review takes place and corrective actions can be assigned if they were not at the time of the audit.

  • Closed: These audits match one of the following conditions:

    • The audit was submitted with no unacceptable items.

    • The audit was manually closed after review.

5. Click Severity Review to look at recently submitted audits with unacceptable items:

6. Use the filters to trim down the list as necessary, then click the Audit you’d like to review:

7. The Summary page will show you the overall score, how the questions were answered, how each section scored, and number of corrective actions assigned/completed/past due:

8. If you scroll down from the summary, you’ll see each individual question and how it was answered. You can use the filters to reduce the number of questions being displayed.

  • Example: You can select to view only the unacceptable items with corrective actions unassigned so you can quickly assign them

9. Click the Assign Corrective Action button under a question to assign a corrective action:

10. You can Download the Audit by clicking on Page Actions in the top right corner and then clicking Generate PDF Link.

11. NOTE: Some audits with a large number of questions and photos may take some time to generate the link. You can continue working and check back to see when it is ready. It will say Download PDF when it is ready:

12. If you find that you need to delete an Audit, you can click the Delete Safety/Quality Audit link in the Page Actions menu:

13. You’ll be asked to confirm that you are sure you want to delete the Audit:

14. To manually close an Audit, you can click on the Audit Stage drop-down menu and choose Closed. Be sure to only do this when you have confirmed that all corrective actions have been completed.

  • NOTE: If you do this by mistake, you can change it back to Severity Review by visiting the audit again and using the same drop-down menu:

15. Admin users also have the ability to edit the notes and/or photos of Safety Audits that are in either Severity Review or are Closed. To do this, click on Page Actions as described above and then click on Edit Notes/Photos. Once done, click Save to save your changes.

  • NOTE: You can edit or delete any notes already on the audit, but cannot add new notes.

  • NOTE: You can only delete photos, not add new or additional photos.

16. Admins and Collaborators have the ability to Archive Safety Audits through the Page Actions menu, or in bulk. This article will go into more detail on the Archive feature.

For any questions, please don’t hesitate to contact Customer Success using one of the following methods:

Downloading and Printing a Single Audit

NOTE: The following instructions apply to all Audits. The example used will focus on Safety Audits.

1. Log in to iReportSource on the web at https://ireportapp.com/login and enter your dashboard.

2. Click on Audits, then select the Audit you want to export:

3. Choose the Audit you wish to print from either the Severity Review or Closed tab. You cannot print New or In Progress audits.

4. Click Page Actions in the top right corner, then click Generate PDF Link.

5. Click Page Actions again after a few moments and click Download PDF.

NOTE: If your Audit is large and/or has several photos, it can take some time to generate the PDF. You are free to go elsewhere in the app and then check back after a few minutes if it is taking longer than a few seconds to create the PDF.

6. A new tab will open in your browser with a PDF of the Audit you chose. In the top right you will have the options of downloading the PDF (great for email) or printing the PDF.

7. Download or Print the PDF as desired.

Downloading Bulk Audits

NOTE: The following instructions apply to all Audits. The example used will focus on Safety Audits.

1. Log in to iReportSource on the web at https://ireportapp.com/login and enter your dashboard.

2. Click on Audits, then select the Audit you want to export:

3. Click Page Actions and choose Export Audits:

4. Select any filters to export only the Audits you want to see. The only required filter is the Date Range. Click Generate when finished:

5. Return to Page Actions. During the creation of the report, it will show Generating Bulk Report. If you are generating a large report with audits that have multiple pictures each, it may take some time for this to generate.

6. Once it is ready, the text will change to Download Bulk Report. Click here and it will open the PDF in a new browser tab:

7. In the top right corner you will have the options of downloading the PDF (great for email) or printing the PDF.

7. Download or Print the PDF as desired.

For any questions, please don’t hesitate to contact Customer Success using one of the following methods:


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