Walk Through Audit

eAuditor Audits & Inspections is designed to simplify and streamline the Walk Through Audit process, enabling users to create checklists, conduct inspections, capture data, and ensure compliance with policies or guidelines. Here’s a step-by-step walkthrough of how to perform an Walk Through Audit using eAuditor Audits & Inspections:

Step 1: Setting Up eAuditor Audits & Inspections

• Download eAuditor Audits & Inspections: Install the eAuditor Audits & Inspections app on your mobile device (iOS, Android) or access the web platform via a desktop browser.
• Create an Account: Sign up for an eAuditor Audits & Inspections account or log in if you already have one.
• Explore Templates: If you’re new to eAuditor Audits & Inspections, explore the template library. eAuditor Audits & Inspections provides industry-specific Walk Through Audit templates for common types of audits, such as workplace safety, food safety, or environmental compliance.
• Customize Templates: If you have specific audit needs, you can either modify an existing template or create a new one from scratch.

Step 2: Creating or Selecting an Audit Template

• Create a New Template:
  • Go to “Templates” and click “Create New Template”.
  • Add Sections and Questions relevant to your audit, using fields like Yes/No, Multiple Choice, Rating Scale, or Free Text.
  • Incorporate fields for capturing photos, signatures, and annotations.
  • Set mandatory fields if certain questions are required for compliance.
• Use Pre-made Templates: You can also select a pre-built template from eAuditor Audits & Inspection’s library and customize it as needed. For example, a fire safety inspection checklist or an ISO 9001 audit template.

Step 3: Conducting the Audit

1. Start the Audit:
   • From the dashboard, click “Start Inspection” and select the appropriate template.
   • Input audit details such as location, date, auditor name, and other identifiers.
2. Follow the Checklist:
   • As you walk through the audit site, follow the checklist of questions. eAuditor Audits & Inspections will guide you step-by-step.
   • For each question:
     • Select the Answer: Choose the correct option (e.g., Yes/No, Pass/Fail, Safe/Unsafe).
     • Capture Evidence: Take photos or videos to provide visual evidence. You can also annotate images to highlight specific issues.
     • Add Notes: Use the notes section to provide additional context or explanations for each response.
3. Flag Issues:
   • If non-compliance is detected or you notice an issue, you can flag it. This allows you to assign corrective actions later on.
   • eAuditor Audits & Inspections allows you to immediately log actions required to resolve the issue, with due dates and assignees.
4. Record Signatures:
   • At the end of the audit, you can request a digital signature from the auditor and any other stakeholders to confirm the results.

Step 4: Assign Corrective Actions

• Action Assignment: If an issue is flagged during the audit, you can assign corrective actions to team members directly from the app. This ensures the right person is accountable for resolving the issue.
• Set Due Dates: Assign a deadline for when the corrective action should be completed.
• Track Resolution: Once assigned, the responsible person can update the status of the corrective action, and you can track its progress through the app.

Step 5: Generating the Audit Report

• Automatic Report Generation: After completing the audit, eAuditor Audits & Inspections automatically compiles all your inputs into a professional report, which includes:
  • Summary of audit findings.
  • Photos and notes.
  • List of flagged issues and assigned corrective actions.
• Customize Report Format: You can customize the report format by adding your company logo, adjusting the layout, and specifying what information is included.
• Export Reports: Export the report as a PDF, Word document, CSV, or Excel file. This can be shared with management or external auditors.

Step 6: Reviewing and Analyzing Data

• Dashboard Insights: After multiple audits are conducted, you can view performance trends and data in eAuditor Audits & Inspection’s analytics dashboard. This provides insights into:
  • Recurring compliance issues.
  • Frequency and types of flagged items.
  • Site-by-site performance comparisons.
• Create Action Plans: Based on the data trends, create strategic action plans to improve compliance or address recurring safety or operational concerns.

Step 7: Follow-Up on Corrective Actions

• Track Progress: Use eAuditor Audits & Inspection’s task management feature to follow up on assigned corrective actions. The app will notify you when corrective actions are completed or overdue.
• Re-Audits: If needed, schedule a re-audit to ensure that the flagged issues have been resolved and the site or department is now in compliance.

Step 8: Automate Future Audits

• Schedule Audits: eAuditor Audits & Inspections allows you to schedule future audits, ensuring they happen regularly without manual reminders.
• Set Recurring Audits: For ongoing compliance, set up recurring Walk Through Audit for critical areas like workplace safety or equipment maintenance.

Tips for Optimizing eAuditor Audits & Inspections 

• Ensure Mobile Accessibility: Use mobile devices for field audits, which allow for quick data entry and capturing real-time evidence.
• Template Refinement: Continuously improve audit templates based on previous findings and feedback from auditors.
• Leverage Integrations: eAuditor Audits & Inspections integrates with tools like Slack, Google Sheets, and Power BI for easier reporting and tracking.
• Collaborate Across Teams: Share audit results with relevant teams, and encourage collaborative problem-solving for compliance issues.

By following this walkthrough, you can perform Walk Through Audit more efficiently, ensuring better compliance, accountability, and timely corrective actions using eAuditor Audits & Inspections.