Overview
Before diving into creating checklists and conducting audits, taking a few minutes to prepare will save you time and ensure a smooth experience. This guide outlines the essential steps to set up Audit Now for your organization.
What you'll need
Your company information: Basic details about your organization
Understanding of your organizational structure: How your teams and locations are organized
A list of initial users: Who will be using the system first
Audit requirements: Basic understanding of what types of audits you'll conduct
The setup process
Setting up Audit Now follows this simple sequence:
Create your Organization profile - Establish your company identity in the system
Invite your first users - Add team members who will help with setup or conduct audits
Create your location hierarchy - Set up the places where audits will take place
Set up user groups - Organize users into functional teams
Create your first checklist - Build your first audit template
Download the mobile app - Prepare to conduct audits on the go
Complete your first audit - Put everything into action
Tips for a successful implementation
Start small: Begin with one audit type or department rather than trying to digitize everything at once
Involve key stakeholders: Include managers who will be using the audit results
Prepare your team: Let users know about the transition to digital audits
Gather existing materials: Collect current paper forms or checklists you'll want to digitize
Set clear goals: Define what success looks like for your digital audit program
Time required
Most organizations can complete the basic setup in about 30-60 minutes. You'll be able to conduct your first audit on the same day you sign up.
Next steps
Ready to begin? Let's start by creating your Organization profile to establish your company's presence in Audit Now.
Next article: Create your Organization profile →