AuditSoft Inc.

The Basics 6

• AuditSoft - Getting Started
• Install and create a user account
• Get a license
• Layout
• Open AuditSoft

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** Important Notice! ** 1

• Safe Auditing Guidelines for Auditors and Employers

Setup and Defining the Scope 2

• Audit Information
• Scope

Gathering Evidence 5

• Gathering Evidence
• Review Documentation
• Conduct Interviews
• Record Observations
• Question Dependencies

Writing the Report 2

• Audit Results
• Summary Documents

Export PDF Report and Action Plan 2

• Export PDF report
• Save Action Plan

Advanced Features 4

• Conducting Team/Department Audits
• AuditSoft Local Backup
• AuditSoft Cloud Backup
• Attaching and Linking Files

Submit Your Audit 7

• AASP (Alberta Association for Safety Partnerships)
• AFPA (Alberta Food Processors Association)
• AMHSA (Alberta Municipal Health and Safety Association)
• AMTA (Alberta Motor Transport Association)
• CCSA (Continuing Care Safety Association)

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FAQs (Frequently Asked Questions) 13

• Changing the Legal Name
• Shortcut Keys
• System requirements
• Text formatting and bullets
• Reset / Forgot Password

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Trouble Shooting 8

• Anti-Virus and Blocking of Install
• Not a "Microsoft-verified App"
• What to do if sign up, log in or purchase do not work
• I cannot open a file by double-clicking on it (Default apps)
• Message: "Audit was created with a newer version of AuditSoft"

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Corporate Scorecard Basics 5

• Getting Started
• Select or change your benchmark
• Summary
• Strengths and Opportunities
• Details

Licensing 2

• Licensing
• Auto Approve List

QA Review & Approval 2

• Review Submissions
• Reviewers

FAQs (Frequently Asked Questions) 4

• Where does the benchmark comparison data come from?
• Who can see my data?
• Change Profile / Change Company
• Change the Audit / Wrong data in dashboard

The Basics 6

• Sign up / request a demo
• VPP Online - Getting Started
• Company and site structure
• Create VPP sites and assign VPP site managers
• Invite collaborators and stakeholders

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Annual Self Evaluation (ASE) 9

• Start a new Annual Self Evaluations (ASE)
• Edit/View an Annual Self Evaluation (ASE)
• Concurrent editing of an Annual Self Evaluation (ASE)
• Add / delete / restore attachments
• Delete / restore Annual Self Evaluation (ASE)

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Collaboration (Users management) 3

• User Permissions
• Change active company
• Request / grant access to a site