# Audit Now Help Center

> How can we help?

## Getting Started

- [What is Audit Now?](https://helpcenter.audit-now.com/en/articles/11178838-what-is-audit-now.md): Audit Now is an intelligent digital auditing platform that transforms how organizations conduct audits, assessments, and compliance checks
- [Preparing yourself and your organization to use Audit Now](https://helpcenter.audit-now.com/en/articles/11189798-preparing-yourself-and-your-organization-to-use-audit-now.md)
- [Create your Organization profile](https://helpcenter.audit-now.com/en/articles/11178847-create-your-organization-profile.md)
- [Create your locations and location hierarchy](https://helpcenter.audit-now.com/en/articles/11178895-create-your-locations-and-location-hierarchy.md): Locations define where audits are performed, how access is managed, and how results are organized. A well-structured hierarchy keeps audits clear and scalable.
- [Invite your first user to your organization](https://helpcenter.audit-now.com/en/articles/11178862-invite-your-first-user-to-your-organization.md)
- [Set up a user group](https://helpcenter.audit-now.com/en/articles/11178913-set-up-a-user-group.md)
- [Create your first checklist](https://helpcenter.audit-now.com/en/articles/11178940-create-your-first-checklist.md)
- [Start and complete your first audit](https://helpcenter.audit-now.com/en/articles/11178951-start-and-complete-your-first-audit.md)

## Managing the Platform

- [Organization Settings – Manage Your Company Information](https://helpcenter.audit-now.com/en/articles/11179074-organization-settings-manage-your-company-information.md): Easily update your organization's name, logo, address, and website link to ensure consistency across reports, audits, and user management.
- [Location Levels & Hierarchy – Structure and Manage Your Sites](https://helpcenter.audit-now.com/en/articles/11179101-location-levels-hierarchy-structure-and-manage-your-sites.md): Create a multi-level location structure and manage all your company’s physical or operational sites to organize audits, users, and reports.
- [User Groups – Organize Users by Team or Function](https://helpcenter.audit-now.com/en/articles/11179153-user-groups-organize-users-by-team-or-function.md): Create and manage user groups to streamline permission handling, audit scheduling, and performance reporting across your organization.
- [Adding & Inviting Users – Add New Team Members to Audit Now](https://helpcenter.audit-now.com/en/articles/11179124-adding-inviting-users-add-new-team-members-to-audit-now.md): Easily create and invite users to your organization by filling in basic details— new users receive an email to activate their accounts.
- [Managing User Profiles](https://helpcenter.audit-now.com/en/articles/11179127-managing-user-profiles.md): Update user details, assign roles, or disable/reactivate accounts—all from one place.
- [User Roles in Audit Now](https://helpcenter.audit-now.com/en/articles/11179175-user-roles-in-audit-now.md): Audit Now includes predefined user roles with fixed permissions which control what users can access, view, and manage across the platform.
- [How User Seats Work?](https://helpcenter.audit-now.com/en/articles/11179128-how-user-seats-work.md): Understand user seat allocation, management, and optimization for your Audit Now organization.

## Using Audit Now

- [How to Start and Complete Audits in Audit Now](https://helpcenter.audit-now.com/en/articles/11179370-how-to-start-and-complete-audits-in-audit-now.md): Audits in Audit Now are conducted using the mobile app. Users must log in, select assigned checklists, and complete fields step-by-step.
- [Viewing, Editing, and Generating Audit Reports](https://helpcenter.audit-now.com/en/articles/11179374-viewing-editing-and-generating-audit-reports.md): Review completed audits, edit responses, and generate reports that can be downloaded or shared. Audit review can be performed on both web and mobile platforms.
- [Start Scheduled Audit Tasks](https://helpcenter.audit-now.com/en/articles/11179383-start-scheduled-audit-tasks.md): Access and complete scheduled audit tasks from the mobile app. View audit tasks by date, filter your task list, and start with a single tap.
- [Response Types and How to Use Them During Auditing](https://helpcenter.audit-now.com/en/articles/11179393-response-types-and-how-to-use-them-during-auditing.md): Audit Now offers a wide variety of response types to support accurate, rich data collection during inspections.
- [Canceling In-Progress Audits](https://helpcenter.audit-now.com/en/articles/12809844-canceling-in-progress-audits.md): Allows users to cancel ongoing audits easily while keeping a record of the reason for cancellation to maintain transparency and accurate tracking
- [Starting and Continuing Audits on the Web](https://helpcenter.audit-now.com/en/articles/12810405-starting-and-continuing-audits-on-the-web.md): Complete audits directly in your desktop browser with full desktop functionality.
- [Create a checklist manually](https://helpcenter.audit-now.com/en/articles/11358261-create-a-checklist-manually.md)
- [Managing pages in a checklist](https://helpcenter.audit-now.com/en/articles/11358331-managing-pages-in-a-checklist.md)
- [Adding / Editing Questions in a checklist](https://helpcenter.audit-now.com/en/articles/11358316-adding-editing-questions-in-a-checklist.md)
- [Using the AI Question Optimizer in the Checklist Editor](https://helpcenter.audit-now.com/en/articles/11358351-using-the-ai-question-optimizer-in-the-checklist-editor.md)
- [Import Your SOP Document or PDF Checklist](https://helpcenter.audit-now.com/en/articles/11179412-import-your-sop-document-or-pdf-checklist.md): Have an existing audit checklist in a document or PDF? Easily convert it into a digital checklist using Audit Now’s AI-powered builder.
- [Use AI to Generate a Tailored Checklist](https://helpcenter.audit-now.com/en/articles/11179457-use-ai-to-generate-a-tailored-checklist.md): Let Audit Now’s built-in AI assist you in creating structured checklists. Describe your audit needs and get a customized draft in seconds.
- [Import from the Checklist Library](https://helpcenter.audit-now.com/en/articles/11179461-import-from-the-checklist-library.md): Use pre-built checklist templates from the Audit Now Library to save time. Browse and import checklists instantly into your workspace.
- [Scorable Checklists: Turn Audits into Measurable Performance Data](https://helpcenter.audit-now.com/en/articles/12266936-scorable-checklists-turn-audits-into-measurable-performance-data.md): Convert basic pass/fail audits into advanced scoring systems that deliver quantifiable insights, compliance metrics, and performance benchmarks.
- [Checklist Editor – Adding Reference Photos / Videos / PDFs to Pages or Groups](https://helpcenter.audit-now.com/en/articles/12809426-checklist-editor-adding-reference-photos-videos-pdfs-to-pages-or-groups.md): Easily add reference visuals and documents that auditors can view during inspections both on mobile and on the web.
- [Disable Gallery Access in Checklist Settings](https://helpcenter.audit-now.com/en/articles/12809691-disable-gallery-access-in-checklist-settings.md): Control photo capture during audits by restricting gallery access per checklist
- [Prevent New Audit If In Progress Exists](https://helpcenter.audit-now.com/en/articles/12809772-prevent-new-audit-if-in-progress-exists.md): Ensure users focus on completing one audit at a time
- [Physical Location Validation](https://helpcenter.audit-now.com/en/articles/12810464-physical-location-validation.md): Ensures audits are performed only when the auditor is physically present at the designated location, enhancing data integrity and preventing off-site submissions.
- [Customize Your Audit Reports with Report Templates](https://helpcenter.audit-now.com/en/articles/12918329-customize-your-audit-reports-with-report-templates.md): Report templates let you control how your audit results are presented. You can create different templates for each checklist and choose which information appears in reports.
- [Importing Location Data via CSV File](https://helpcenter.audit-now.com/en/articles/13185637-importing-location-data-via-csv-file.md): This feature allows you to upload location-specific operational data to Audit Now using a CSV file. The uploaded data is displayed as a reference during the audit and is automatically included in t...
- [Conditional Logic: Automate Your Audit Workflows](https://helpcenter.audit-now.com/en/articles/13449454-conditional-logic-automate-your-audit-workflows.md): Conditional Logic allows the system to automatically trigger actions based on audit responses. This ensures that missing, incorrect, or risky situations are handled immediately.
- [AI Visual Audit: Automated Inspection with Photo and Video](https://helpcenter.audit-now.com/en/articles/15031224-ai-visual-audit-automated-inspection-with-photo-and-video.md): Let AI analyze the photos and videos your field team captures in seconds and answer your audit questions with objective evidence. AI Visual Audit reduces manual review time, eliminates human error,...
- [Manage Who Can Conduct Audits](https://helpcenter.audit-now.com/en/articles/11179480-manage-who-can-conduct-audits.md): Control access to each checklist by defining who can use it to perform audits.
- [Manage Who Can See or Edit Audit Results](https://helpcenter.audit-now.com/en/articles/11179482-manage-who-can-see-or-edit-audit-results.md): Control visibility and edit permissions for audit results tied to a specific checklist.
- [Manage Who Receives Automatic Audit Reports](https://helpcenter.audit-now.com/en/articles/11179485-manage-who-receives-automatic-audit-reports.md): Automatically share completed audit reports with selected users groups and individual users every time an audit is submitted.
- [How to Create a New Audit Schedule](https://helpcenter.audit-now.com/en/articles/11179496-how-to-create-a-new-audit-schedule.md): Set up automated, recurring audit tasks across teams, locations, or checklists using Audit Now’s smart scheduling system.
- [Modify, Put on Hold/Resume or Delete Schedules](https://helpcenter.audit-now.com/en/articles/11179518-modify-put-on-hold-resume-or-delete-schedules.md): Keep your audit schedules up to date by modifying active tasks, pausing audits temporarily, or deleting obsolete schedules.
- [How to Track and Manage Audit Tasks](https://helpcenter.audit-now.com/en/articles/11179502-how-to-track-and-manage-audit-tasks.md): Monitor the progress of your scheduled tasks in real-time. Track task completion and drill into details for immediate follow-up.
- [Scheduled Task Reminders \(Push, Email\)](https://helpcenter.audit-now.com/en/articles/11179505-scheduled-task-reminders-push-email.md): Audit Now automatically sends mobile push notifications and email reminders to assigned users to help ensure audits are completed on time.
- [Understanding "Overdue" audit tasks and how to report on them](https://helpcenter.audit-now.com/en/articles/11179526-understanding-overdue-audit-tasks-and-how-to-report-on-them.md): Learn how Audit Now flags overdue tasks and why spotting them early is key to staying audit-ready.
- [Mass Task Management: Streamline Your Scheduled Audits](https://helpcenter.audit-now.com/en/articles/12256573-mass-task-management-streamline-your-scheduled-audits.md): Efficiently manage multiple scheduled audit tasks at once with bulk operations that save time and reduce administrative overhead.

## Analytics

- [Gettings Started With Analytics](https://helpcenter.audit-now.com/en/articles/11186505-gettings-started-with-analytics.md): Learn to navigate Audit Now's analytics dashboards and choose the right tools for tracking audit performance, failures, and scheduling.
- [Using Dashboard Filters](https://helpcenter.audit-now.com/en/articles/11186538-using-dashboard-filters.md): Focus your analysis by filtering dashboard data by checklist type, location, questions, and time range to see exactly what matters most.
- [How to Refresh the Dashboard to See the Latest Data?](https://helpcenter.audit-now.com/en/articles/11186540-how-to-refresh-the-dashboard-to-see-the-latest-data.md): Update your dashboard to display the most current audit data and results.
- [How to Download Your Dashboard Data?](https://helpcenter.audit-now.com/en/articles/11186580-how-to-download-your-dashboard-data.md): Export your dashboard visualizations and data in PDF or image formats for reports, presentations, and offline analysis.
- [Schedules and Audit Performance](https://helpcenter.audit-now.com/en/articles/11623499-schedules-and-audit-performance.md): Monitor audit scheduling efficiency and track completion rates across your organization.
- [Audit Results Analytics](https://helpcenter.audit-now.com/en/articles/11623570-audit-results-analytics.md): Deep dive into audit outcomes with comprehensive analytics and performance insights.
- [Audit Failures Analytics](https://helpcenter.audit-now.com/en/articles/11623627-audit-failures-analytics.md): Identify failure patterns and non-compliance issues to drive continuous improvement.
- [Findings and Actions Analytics](https://helpcenter.audit-now.com/en/articles/12267565-findings-and-actions-analytics.md): Monitor corrective action performance, track completion trends, and analyze findings patterns to drive continuous operational improvement.

## Actions

- [How to Create and Assign Actions from Audit Findings](https://helpcenter.audit-now.com/en/articles/11864425-how-to-create-and-assign-actions-from-audit-findings.md): Turn audit findings into trackable actions—create, assign, and monitor tasks directly from audit results.
- [Creating Custom Action Templates with Dynamic Fields](https://helpcenter.audit-now.com/en/articles/11864192-creating-custom-action-templates-with-dynamic-fields.md): Create standardized action templates with custom fields, automated numbering, and tailored workflows for consistent processes.
- [How to Add Comments, Photos, and Files to Actions](https://helpcenter.audit-now.com/en/articles/11864261-how-to-add-comments-photos-and-files-to-actions.md): Enhance action documentation with comments, photos, and files to ensure clear communication and track resolution progress.
- [How to Create Quick Actions During Mobile Audits](https://helpcenter.audit-now.com/en/articles/11864456-how-to-create-quick-actions-during-mobile-audits.md): Capture issues instantly during audits and turn findings into immediate corrective actions without disrupting workflow.
- [Managing Actions on Mobile: Complete Guide for Field Teams](https://helpcenter.audit-now.com/en/articles/11864479-managing-actions-on-mobile-complete-guide-for-field-teams.md): Master mobile action management with everything field teams need to create, update, and resolve actions from any location.
- [How to Filter and Search Actions by Status, Priority, and Date](https://helpcenter.audit-now.com/en/articles/11864517-how-to-filter-and-search-actions-by-status-priority-and-date.md): Find exactly what you're looking for in your action list using search and filter tools to manage your workload efficiently.
- [Action Notification Settings: Never Miss a Due Date](https://helpcenter.audit-now.com/en/articles/11864070-action-notification-settings-never-miss-a-due-date.md): Stay on top of action assignments with smart notifications that ensure timely completion and team accountability.
- [Mass Action Management: Streamline Your Corrective Actions](https://helpcenter.audit-now.com/en/articles/12257720-mass-action-management-streamline-your-corrective-actions.md): Efficiently manage multiple corrective actions at once with bulk operations that save time and improve team coordination.
- [Action Templates: Standardize Your Corrective Action Workflow](https://helpcenter.audit-now.com/en/articles/12266189-action-templates-standardize-your-corrective-action-workflow.md)

## Managing your Account

- [Sign Up to Audit Now](https://helpcenter.audit-now.com/en/articles/11189744-sign-up-to-audit-now.md): New to Audit Now? Here's how to create your account and get started with auditing and inspections in just a few steps.
- [Download the Mobile Application and Sign In](https://helpcenter.audit-now.com/en/articles/11189746-download-the-mobile-application-and-sign-in.md): Audit Now is a mobile-first audit platform. Download the mobile app to complete tasks, receive notifications, and conduct audits anywhere.
- [How to Delete Your Account Permanently?](https://helpcenter.audit-now.com/en/articles/11205195-how-to-delete-your-account-permanently.md)
- [Manage Your User Profile](https://helpcenter.audit-now.com/en/articles/11313611-manage-your-user-profile.md): Update your personal information, contact details, and notification preferences through the User Profile page.
- [Managing Your Notification Preferences](https://helpcenter.audit-now.com/en/articles/12521800-managing-your-notification-preferences.md)