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Prevent New Audit If In Progress Exists

Ensure users focus on completing one audit at a time

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Written by Inanc Onur
Updated over 3 weeks ago

What It Does

Prevent New Audit If In Progress Exists is a user-level control that restricts audit initiation. When this setting is enabled for a user, they cannot start a new audit if they have any incomplete (In Progress) audits. This feature is configured in the Profile tab under User Management and affects the user's audit behavior in both mobile and web applications.

Why Use This Feature

Preventing new audits when in-progress audits exist helps organizations maintain:

  • Focus and Productivity: Ensures auditors concentrate on one audit at a time, reducing distraction

  • Audit Quality: Prevents incomplete audits, guaranteeing thorough completion of each inspection

  • Data Integrity: Stops users from confusing multiple audits and entering data into the wrong form

  • Organized Workflow: Encourages users to finish what they start, improving completion rates

  • Resource Management: Keeps the number of open and incomplete audits under control

How to Enable

  1. Navigate to Settings from the left-hand menu

  2. Select User Management

  3. Find the user you want to configure

  4. Click the three-dot menu on the right side of the user

  5. Select View / Edit Profile

  6. Go to the Profile tab

  7. Scroll to the Audit Settings section

  8. Toggle Prevent New Form If In Progress Exists to ON (blue)

  9. Save the setting

What Happens When Enabled

In the Web Application:

When a user attempts to start a new audit:

Before (Feature Disabled - Default):

  • Click "Start Audit" from any checklist

  • Audit starts immediately

  • User can work on multiple in-progress audits simultaneously

After (Feature Enabled):

  • Click "Start Audit"

  • "You Have an In-Progress Audit" modal appears

  • Modal lists all in-progress audits with checklist name and creation date

  • User must complete existing audit before starting a new one

  • Cannot start a new audit

In the Mobile Application:

When a user attempts to start a new audit:

Before (Feature Disabled - Default):

  • Tap "Start Audit"

  • See "Select a template and start"

  • Select from template list

  • Audit starts immediately

After (Feature Enabled):

  • Tap "Start Audit"

  • "You have ongoing audits." modal appears

  • Warning message: "You cannot start a new audit because you have an ongoing one. You can view your ongoing audits below."

  • Lists all in-progress audits with:

    • Checklist name

    • Creation date

    • "Continue" button for each audit

  • "Close" button at bottom

  • Cannot start a new audit

Best Practices

When to Enable This Feature:

Highly Recommended For:

  • Field auditors who move between locations

  • Users with time management challenges

  • New auditors learning the system

  • Quality-focused inspections requiring complete documentation

  • Regulated industries with high completion rate requirements

Consider Leaving Disabled For:

  • Experienced managers handling multiple projects

  • Complex audits that take several days to complete

  • Testing and training scenarios

  • Situations where interruptions are common

Common Use Cases

Food & Beverage Industry

HACCP Compliance Audits: Prevent managers from starting evening shift audits before completing morning audits, ensuring each inspection is thoroughly documented.

Manufacturing & Construction

Safety Inspections: Ensure safety officers complete one production line audit before moving to another, preventing confusion and incomplete documentation.

Healthcare Facilities

Infection Control Inspections: Enable for new nurses to establish completion discipline; disable for experienced staff managing multiple responsibilities.

Retail & Hospitality

Store Inspections: Ensure regional managers complete on-site audits at each location before moving to the next store.

Property Management

Move-In/Move-Out Inspections: Guarantee inspectors finish documenting one property before starting another inspection.


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