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Start and complete your first audit

Last updated on Oct 15, 2026

Starting your first audit in Audit Now is easy and takes just a few minutes. You can launch an audit instantly or begin from a scheduled task—whichever suits your workflow.

✅ Prerequisites Before You Begin

To conduct an audit, make sure the following are set up:

  1. An Audit Now account (free or premium)
  2. Download and install the mobile app
  3. At least one active checklist
  4. A basic Location Hierarchy (e.g., region → site)
  5. A basic User Group that includes the auditor
  6. The user has “Conduct Audit” access to the checklist
  7. 🟡 (Optional): Report distribution rules for automatic report sharing

Two Ways to Start an Audit

1. Start an Instant Audit

Use this when you want to run an audit right away.

  • Tap Start Audit in the mobile app.
  • Select a checklist from your list (you must have “Conduct Audit” access).
  • Choose the site or location (if enabled), and begin.

2. Start a Scheduled Audit Task

Ideal when your audits are pre-assigned.

  • From the mobile dashboard, tap on the scheduled task.
  • The checklist and location details are preloaded—just begin the audit.

▶️ Learn how to schedule audit tasks

Complete the Audit Step-by-Step

  1. Answer each item

    • Select the appropriate response (e.g., Yes/No, Pass/Fail, Score).
    • Not sure which option to choose?
    • If an item is failed or marked negatively, add a note to explain the situation or suggest a next step.
  2. Add photos or notes (optional)
    • Use notes to describe findings or propose corrective ideas.
    • Attach photos to document conditions visually.
  3. Navigate between sections
    • Swipe or tap headers to jump between checklist sections.
  4. Review and complete
    • Once all sections are filled out, tap Complete Audit.
    • You’ll see a report summary screen.

Learn More → Response types and how to use them during auditing

Report Distribution (Who gets the results?)

After completing the audit:

  • A report is generated instantly.
  • Recipients are auto-selected based on the checklist’s Report Distribution settings (e.g., Region Managers or custom roles).
  • These rules are set in the Checklist’s Settings > Report Distribution

What happens next?

  • Your results appear in Reports and Analytics dashboards.
  • Failed answers are clearly highlighted for quick review.
  • Notes entered during the audit are visible in the report for full context.

▶️ Explore the audit results page
▶️ Understand audit analytics