📋 Compliance Audits & Checklists

Here’s how to find and complete compliance audits or checklists for your room.

1. Accessing Compliance Audits

• From the left-hand menu, tap Audits.

• All audits scheduled for your room will appear under Audits Not Started.

• Select the audit you want to complete by tapping Start.

2. Starting an Audit

• A pop-up will allow you to set the start time. Update the time as needed.

• Tap Confirm to begin.

• The audit will now appear in your list with a Pending status.

• Tap Update Audit to begin filling it out.

3. Filling Out the Audit

• Under Staff Present, select your name from the dropdown list.

• Work through each checklist item and toggle them as complete.

• For audits where children’s participation is required (e.g., fire drills), select the children from the Children Present dropdown.

• Some audits have sections that must be completed at specific times of the day.

  • If you cannot finish the audit immediately, tap Update Audit to save progress and return later.

  • To continue, select Update Audit again.

Adding Notes & Issues
At the bottom of the audit there are fields to add any issues or comments relevant to the report.

4. Completing the Audit

• When all sections are filled out, scroll back to the top.

• Select your name from the Completed By dropdown.

• Tap Complete Audit.

• The audit will now display a Complete badge and can no longer be edited.

Managing Audits
• If absolutely necessary, you may delete an audit and start it over by tapping the red Trash icon next to the View Audit button.
This cannot be undone! Use this option only if the audit needs to be started over from scratch.

Best Practices

• Always complete audits on time and with accurate information.

• Save partially completed audits if you need to return later.

• Add clear comments for any issues or concerns to maintain proper records.