AuditSoft Inc.
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Knowledge base
AuditSoft
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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AuditXchange
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
VPP Online
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
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