How to set up Audit Details

In this section, you have the option to amend the previously entered details when creating an audit.

Audit details screen

  • Add a Closing Title.
  • Add Closing Text.
  • Rating Scale: the rating method you want to use across your audit
    • RAG (Red, Amber & Green)
    • 1-5
    •  0-3
    • Ofsted (1-3)
  • Active: setting the audit active
    • Yes to set the audit active
    • No to wait until you have completed it.

Do not set your audit active until you are ready for respondents to complete.

  • Restrict Submissions after Deadline: this option allows you to stop submissions after the deadline
    • Yes to set a hard deadline, meaning no submissions can happen after the due date has passed
    • No to not.
  • Show Evidence Post Submission:
    • Choose Yes for a respondent to only be able to see the uploaded evidence when the audit is submitted and linked to it.
    • Choose No and a respondent will not be able to see the files and download
      them.
  • Show Evidence Pre Submission:
    • Choose Yes for a respondent to only be able to see the uploaded evidence when the audit is submitted and link to it.
    • Choose No and a respondent completing the audit can e.g they can download evidence mid audit
  • Then select the Save changes button. This will have updated the Audit details selection

    Still, looking for further information? 

    Email us at support@phew.org.uk and we will be able to give further clarification on any questions. 

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