If you’ve received an invitation to use monitorQA as an auditor, the first thing to do is to download our mobile app from the App Store if you have an iPhone or iPad, or Google Play Store for Android devices. Once it’s downloaded and installed, log in with the username and password provided in the invitation email.
While you could also log in to the web panel via your browser, as an auditor, the full power of the system really comes with the mobile app through which you can perform audits.
The first thing that you will see when you log in is the list of audits you can perform.
If the list is empty, then your admin may not have scheduled any audits yet, so just sit tight. Once there's an audit assigned to you, you will get both an email alert and a push notification on your mobile device.
In our example, we have a couple of audits scheduled in the list. If the list is a bit longer, you can use the search field at the top of this screen.
Additionally, in the top right corner, you can find the filter option, which will allow you to narrow down the list of audits you see in order to easily find the ones that you need first.
If we pick one of the audits in the list, then we’ll see some basic information about the audit, such as the number of sections and questions it contains, the previous score - if this is not the first time this audit is being executed, the due date for the audit to be completed, the previous date - in case this audit was performed in the past and a few more options shown in the screenshots below.
In order to kick off an audit, tap on the “Download Audit” option. Once downloaded, an audit can be conducted whenever you’d like and even whilst offline.
Note that the “Begin Audit” option will now replace “Download Audit”. To start the audit, simply click on the “Begin Audit” option.
The first thing you’ll see are the names of sections, which contain questions or “items” as shown in the screenshot below.
Tap on one of the sections to see the questions in there. In the screenshot below, you can see the list of items/questions contained in our “Store Exterior” section.
As you can see in the screenshot above, for each question you can choose to answer it with Passed or Failed. Additionally, for each of the questions, you can choose to add a note, take a photo or assign a corrective action, or all three! Furthermore, you can flag each of these items by tapping on the “Flag” option, which will allow you to flag it with one of the following options:
And if we flag it as a warning, then you’ll notice an icon appears on that question/item:
To add a note, photo or corrective action, simply tap on the respective icon, and you’ll see one of the following screens:
Adding a corrective action is a very simple and straightforward process. Besides adding a name of an action and a description, you can also give it a due date and priority, as shown in the screenshot below.
Note that during the process of adding a photo, apart from just taking a photo and attaching it, you can also annotate important things.
Sometimes, you may want to bounce around inspection questions and not follow the order of the form. The filters at the top of the screen let you easily see which questions you’re still missing.
If you exit that specific section and get back to the list of sections, you’ll notice a few important things. For example, if the number of failed questions is equal or above the threshold that is set by an admin, then the entire section will be marked as Failed as shown below.
By default, the system requires 70% of points to be marked as “passed” in order to pass an entire section; however, an admin can adjust this to any required level when setting up an audit template. At the very bottom, below all the sections, you’ll see the “Upload Result” button. This option will be disabled until you complete all the questions, at which point you’ll be able to tap on it and upload the results.
If you exit that section without completing and uploading results, note how at the bottom of the audit details screen you can continue by tapping on the "Continue audit" until the audit is finished.
Finally, if you exit that screen and go back to the main audits screen, you can see the menu at the bottom of the screen.
Apart from the audits section you can also review results of past audits as well as corrective actions assigned during each audit. This is shown in the screenshot below:
You can also see the corrective actions section at the bottom of the screen, in the main menu, which will allow you to focus just on those either pending resolution or already approved and resolved. For detailed information on corrective actions visit the following article.
And then finally, on the far right of the main menu, there is the Settings area, which allows you to edit your profile information, like changing the name, email address, or password.