How to quickly get started with monitorQA's mobile inspection and audit software. This video is for administrators setting up their accounts and creating their first audit.
As soon as you register for an account with monitorQA, you'll be presented with a quick setup page to guide you through basic configuration steps.
Simply enter your company name, followed by the number of users, the industry you’re in, and general guidance on what you will be auditing. Don’t worry if the exact perfect answer isn’t there; just choose the closest option available.
After entering the setup information and selecting ‘Next’, you will be presented with a welcome page where you can choose to start a Sample Audit, Schedule a Live Consultation, or do a Self Guided Tour.
Once you’re in the monitorQA system, you will interface with monitorQA’s desktop mode along with sample data to help guide you on how the system operates.
At any time, you can choose to remove the Sample data completely and start working on your own real-world data. To do this, you will just need to click the yellow button at the top of the screen.
After you’ve selected ‘Delete Sample Data’, your basic account setup is complete!
At this point, you can explore the system by following the menu on the left, where you can see which features are available to you.
To invite a new user to the system, simply navigate to Users and then List. From there you will select ‘New User’
To add a user, simply fill out the name, email and select the role of your user, and you're good to go. Users that you add will each receive an email with instructions to download our mobile app and log in with a temporary password provided in the email.
Now we need to add some audit objects on which audits will be performed. An audit object is essentially a way to group users in the system and assign audit access to those specific groups. We leave it up to the admin to label Audit objects however they choose. You can change the name of an audit object by going to Settings and then General.
To give you an example of how an audit object may be used, for a restaurant chain, the audit object would be a restaurant location or the kitchen in a given restaurant. For a construction company, it could be their machines or construction sites. It's basically the "thing" on which you're performing an audit.
To add a new audit object, navigate to whatever you named the audit and then click list.
By clicking ‘New (name of your object)’, it will present options to create your object. In this example we are using sites.
Once you complete adding one or multiple audit objects, you can move to creating an audit template and you can move on to scheduling an audit based on the template that we chose to use during the initial setup.
To create a new schedule, click on the "Create" option in Schedules. By clicking this option, the system will display the Schedule section and we'll have a new schedule dialog in front of us.
Choose one of the templates that you added during the initial onboarding. In our example above, you can see that we chose the "Manufacturing Line Audit" template. Once you create that template, you'll be able to schedule it here.
After the template field, select an audit object to which this audit applies. In our case, we chose “Site A”. Afterwards, you can name your audit or leave it blank. In our screenshot, we named it "Monthly Assessment". As before, if you already have some tags, then you can assign these here, if not, then simply skip that field. Finally, let’s choose the recurring frequency for repeating this audit similar to the screenshot below.
In our example, we chose something simple for our repeating options. It’s basically repeating monthly, every month with a start on Oct 1, 2024, and it never stops. Simply click the “Schedule” option when you’re done with defining your repeating frequency.
At this point, the set up is fully in operation and ready for any adjustments along the way.
Here’s a guide to the main menu of the system:
- The dashboard is where you can see a current snapshot of compliance within your business, and also see outstanding corrective actions that need to be addressed. You’ll want to check out the dashboard frequently;
- The Audits section is where you can review any pending or completed audit results as well as check and approve corrective actions that came out of performed audits;
- The library section is an area where you can create new audit templates or adjust any of the existing ones;
- Issues are a section to create and manage incidents that aren’t initiated through an audit itself.
- The Analytics where you will find useful reporting information on audit, corrective action, and auditor performance.
- and finally, the Settings section is where you can tweak your account configuration, manage users and audit objects, as well as tags, review access roles, and a few more options.
