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Turning scheduled and ad hoc audits on or off

Controlling how audits can be started.

Written by Caim Hermoso

Who this is for: Audit Administrators.

In Settings → System Settings → Audit Settings → General Settings:

Setting

Effect when on

Enable Scheduled Audits

Users with schedule permissions can schedule audits from a template

Enable Ad Hoc Audits

Users with Conduct Audits can start an audit immediately, with no prior scheduling

At least one must remain on. Switching both off produces an error.

When to switch ad hoc off. If your audit programme is planned and you need every audit to be traceable to a plan, switching off ad hoc audits enforces that. If your teams do frequent routine checks, leave it on — forcing them to schedule a daily fire door walk-round creates work for no gain.

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