Audits App

Industrility Platform | Operations Reference Guide

👤 This app is designed for Auditors. The Audits app is intended for team members responsible for conducting structured compliance and inspection audits across systems and assets.

The Audits app lets auditors launch structured inspection and compliance workflows against any system or asset, track progress in real time, and generate pass/fail reports — all from one place.

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🆚 How Audits Differ from Other Task Apps

	Walkthrough	Audit	Inspection	Survey
Purpose	Quick observation	Document installed assets	Assess equipment condition	Evaluate compliance
Structure	Informal	Structured asset capture	Checklist-driven	Formal engineering
Depth / Duration	Low · 15–45 min	Medium · 2–6 hrs	Medium–High · 1–4 hrs	High · 1–3 days
Data captured	Photos, notes	Serial numbers, config	Condition measurements	Engineering analysis
Outputs	Visit notes, leads	Asset registry	Inspection report	Engineering audit report
Typical trigger	Sales visit	Onboarding new plant	Maintenance schedule	Performance project

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📄 Start New Tab — Audit Template List

This tab lists every audit template available for your organization. Select a template to launch a new audit run against a system or asset.

What does each column mean?

Column	Description
Audit ID#	Unique identifier for the audit template (e.g., T45, tes34). Assigned when the template is created.
Audit Title	Human-readable name of the audit template (e.g., Testing for Dev, System1 audit).
Tags	Color-coded label badges used to categorize audit templates. Multiple tags may be applied. Examples: Test, Audit, System1, Allocation, Level 5.
Allocated To	The system or asset group this template is configured to audit (e.g., assets, systems).
Create Date	Date and time the template was originally created.
Report Status	Shows N/A for templates that have not yet generated any completed audit reports.
Action	Icon button to launch a new audit run from this template (opens the Start Audit Operation dialog).

🚀 Start Audit Operation Dialog

Clicking the action icon on any template opens the Start Audit Operation dialog. This is where you configure and launch a new audit run.

Field / Button	Description
Start Date (header)	Displays today's date automatically. The audit run will be dated from this moment.
Audit Title (header)	Shows the name of the template you are launching (e.g., Testing for Dev).
Label	Auto-generated reference code in the format ADT-XXXXXX (e.g., ADT-101826). This label appears throughout In-Progress and Completed views and in the final report. It cannot be manually edited.
Allocation Dropdown	Select which asset or system this audit run will be performed against (e.g., Assets, Systems). Options reflect the systems and assets registered in your organization.
Assign Task	Assign this audit run to a specific team member. The assigned user will be responsible for completing the audit and will appear in the Assigned To column in the In-Progress tab.
CANCEL	Closes the dialog without starting an audit run. No records are created.
START	Launches the audit run. The run immediately appears in the In-Progress tab. START is disabled until an allocation is selected.

⚠️ Non-obvious: The ADT- label is the primary reference ID for the entire audit run — it appears in the In-Progress table, the Completed table, and the downloadable PDF report. Note it down or use it to search when tracking a specific run.

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⏳ In-Progress Tab — Active Audit Runs

The In-Progress tab shows all audit runs that have been launched but not yet submitted. Each row is a unique run with its own ADT- label.

What does each column mean?

Column	Description
Audit ID#	Template ID that this run was launched from (e.g., T45, tes34).
Audit Title	Name of the audit template the run is based on.
Label	Unique ADT- reference code assigned when the run was started (e.g., ADT-187858). Use this to identify a specific run.
Tags	Category badges inherited from the template.
Status	Always shows In-Progress (orange badge) for records on this tab.
Assigned To	Email address of the user assigned to complete the audit.
Allocated To	The specific system or asset being audited (e.g., Asset7, Parent 1, New Asset).
Start Date	Date and time the audit run was launched.
Report Status	Shows N/A while the audit is still in progress. Updates once the audit is completed and evaluated.
Action — ▶ (Continue)	Opens the audit execution interface to continue working through checklist steps.
Action — 🗑 (Delete)	Permanently deletes this audit run. This action cannot be undone.

⚠️ Non-obvious: If you cannot find a specific run, use the filter or search icon in the top-right of the table to narrow by template title, label, or assigned user.

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🔧 Audit Execution Interface

When you click ▶ Continue on an In-Progress run, you enter the audit execution interface. The left panel shows the checklist of steps; the right panel shows the current step's input form.

Left Panel — Audit Checklist

What does each element do?

Element	Description
Audit Title & Description	Displayed at the top of the left panel as the audit's name and purpose.
Step Group (e.g., System Information)	Collapsible section header grouping related steps. Click to expand or collapse.
✓ Completed Step	Green checkmark icon. This step has been saved and is complete.
⟳ Current Step	Orange spinner icon. This is the step currently displayed in the right panel.
Assets	Section listing the asset or system records associated with this audit run.
Rows per page / Pagination	Controls and navigation for long asset lists within the left panel.

Right Panel — Step Input Form

What does each element do?

Element	Description
Step Header (e.g., STEP 2: UPLOAD)	Displays the name of the current step.
SHOW INSTRUCTIONS	Blue link. Expands written guidance for how to complete this step correctly.
UPLOAD DOCUMENT	Opens a file picker to attach supporting documents (photos, PDFs, certificates, etc.) to this step.
Step Counter (e.g., 2 / 3)	Shows your current position within the total number of steps for this audit.
🚩 Flag Icon	Mark this step for follow-up or attention. Flagged steps are visible in the report.
📷 Camera Icon	Capture or attach an image directly from this step.
🖼 Gallery Icon	Browse and attach images from previously uploaded media.
🕐 History Icon	View prior submissions or responses for this step.
◀ BACK	Navigate to the previous step. Progress on the current step is not automatically saved.
SAVE & NEXT ▶	Saves your response for the current step and advances to the next one.

⚠️ Non-obvious: Clicking BACK without first clicking SAVE & NEXT will not save your current input. Always use SAVE & NEXT to preserve your work before navigating away.

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✅ Completed Tab — Finished Audit Records

The Completed tab shows all audit runs that have been submitted. Each record has a final pass/fail report status.

What does each column mean?

Column	Description
Audit ID#	Template ID the run was launched from.
Audit Title	Name of the audit template.
Label	The unique ADT- reference code for this run (e.g., ADT-156147).
Tags	Category badges inherited from the template.
Status	Always shows Complete (green badge) for records on this tab.
Assigned To	Email of the user who completed the audit.
Allocated To	The system or asset that was audited.
Completed On	Date and time the audit was submitted.
Report Status	Shows Pass (green) or Fail (red) based on the evaluation of submitted checklist responses.
Action — 👁 (View)	Opens the full audit report for this run.
Action — ⧉ (Copy)	Creates a copy of this audit run as a new template or run.
Action — 🗑 (Delete)	Permanently removes this completed audit record and its report.

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📑 Audit Report

Clicking the 👁 View icon on any completed audit opens the full Report page. This page consolidates all submitted data into a structured, shareable document.

Report Summary Cards

Card	Fields Shown
System Information	Name, System Id, Description, Address, Owner, Integrator, Type
Audits Summary	Title, Type, Tags, Description, Status (COMPLETE badge)
Report Status	Start Date, End Date, Completed On, Report Status (Pass / Fail badge)

Report Body Sections

Section	Description
SYSTEM INFORMATION	Displays the name and address of the system or asset audited. Each system shows its own Pass/Fail badge.
ASSETS	Lists each individual asset within the system with its name, responses, and Pass/Fail result.
Enable Thumbnails	Toggle in the top-right of the report body. When enabled, uploaded images appear as inline thumbnails within the report.
DOWNLOAD PDF	Blue button in the top-right of the report header. Generates and downloads a PDF version of the full report.

⚠️ Non-obvious: The Report Status card shows both a Start Date and an End Date. The End Date reflects when the audit template's target window closed — not when the auditor submitted. A run submitted after the End Date will still complete, but may be flagged as late.

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📊 Dashboard — Audit Status Charts

Three pie charts load automatically when you open Audits. They reflect the current state of all audit records across your organization.

Status of All Audits

Status	Color	Meaning
Due	🔴 Pink / Red	Audit is overdue or not yet started past its target date.
In-Progress	🟠 Orange	Audit has been launched and is actively being worked on.
Complete	🟢 Green	All steps have been saved and the audit has been submitted.

Report Status of All Audits

Status	Color	Meaning
Pass	🟢 Green	The completed audit report met all required criteria.
Fail	🔴 Red	One or more checklist steps did not meet requirements.

Template Status of All Audits

Status	Color	Meaning
Active	🟢 Green	The audit template is published and available to start.
Inactive	🟠 Orange	The template has been disabled and cannot be launched.

⚠️ Non-obvious: The dashboard charts reflect all-time totals, not just the current month. A large "Due" slice does not necessarily mean recent slippage — it may include historical overdue items.

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📋 Creating & Managing Audit Templates

Audit templates define the structure of every audit run. Administrators can create, edit, and delete templates from the Start New tab. Each template is built through a 4-step wizard.

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Step 1 — Audit Details

Fill in the core metadata for this template.

What does each field mean?

Field	Description
Title	The name of the audit template — shown in the Start New list and in all audit run records.
Description	A short explanation of what this audit covers.
Reference Id	A custom reference code for internal tracking (e.g., a policy number or audit category code).
Type	Fixed as AUDIT for audit templates.
Tags	Category labels to group and filter templates. Type a tag and press Enter to add it as a chip.
Status	Active — template is available to launch. Inactive — template is hidden from the Start New list.
Author	The name of the person responsible for this template.
From	The start date of the audit window (when this template becomes available to run).
To	The end date of the audit window (when this template closes). Runs submitted after this date may be flagged as late.

Buttons:

Button	Action
✕ CANCEL	Discards all changes and returns to the template list.
⏭ SKIP	Skips this step without saving — use only if moving backwards.
💾 SAVE	Saves Step 1 and advances to Step 2.

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Step 2 — Add Tasks

This step defines the actual checklist content of the audit — the groups, tasks, and sub-tasks that auditors will work through. There are three ways to build task content:

Tab 1 — TEMPLATE (JSON Upload)

Upload a pre-built template file to create the full task structure in one step. Useful for standardized audit templates prepared in advance.

Tab 2 — RICH MEDIA FORM (Recommended)

Build the task structure directly in the UI. This is the standard method for creating audit templates.

Structure:

Audit tasks are organized into Groups → Tasks → Sub-Tasks:

Level	What It Is
Group	A logical section of the audit (e.g., "System Information", "Assets"). Each group has a Group Label and a Group Description.
Task	An individual item within a group (e.g., "System Inspection", "Audit Verification"). Each task has a Title, Description, and an optional Repeatable checkbox.
Sub-Task	An action row within a task. Each sub-task has a Label, a Type (input type), and a Mandatory checkbox. Click + Add Sub-Task to add more rows. Click ✕ Remove to delete a sub-task row.

📌 Check Mandatory on any sub-task to require a response before the auditor can proceed. Mandatory sub-tasks that are skipped will cause the audit step to fail validation.

📌 Check Repeatable on a task to allow the auditor to repeat that task multiple times within a single audit run — useful for tasks that apply to multiple assets or locations within the same audit.

To build a template using the Rich Media Form:

1. Click + Add Task to add the first task to the default group.
2. Fill in the Group Label and Group Description for the section.
3. Enter a Title and Description for the task.
4. Click + Add Sub-Task to add action rows beneath the task.
5. For each sub-task: enter a Label, select a Type, and check Mandatory if required.
6. Repeat for additional tasks within the same group.
7. Scroll down and click + Add Task again to add a new group, or add more tasks to the existing group.
8. When finished, click SAVE.

Tab 3 — PDF FORM

Upload a PDF form to allow auditors to fill it out directly in the platform. You can also pre-fill certain fields with default values (e.g., site name, customer) so auditors don't have to re-enter the same information each time.

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Step 2 Buttons:

Button	Action
← BACK	Returns to Step 1.
⏭ SKIP	Skips task setup — template will have no tasks until edited.
💾 SAVE	Saves the task structure and advances to Step 3.

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Step 3 — Assignments

Assign this audit template to specific users who will be responsible for completing it.

The assignment interface shows two lists side by side:

List	Contents
Choices	All users available in the account, shown with their email and display name. Select All Users to assign to everyone.
Chosen	Users selected to receive this audit assignment. Empty on a new template.

Use the → button to move selected users from Choices to Chosen. Use the ← button to move them back.

⚠️ The Assignments transfer list is only active when the template's assignment type is set to "all" and its status is Active. If the list appears disabled, check the Status and assignment type settings in Step 1.

Step 3 Buttons:

Button	Action
← BACK	Returns to Step 2.
⏭ SKIP	Skips user assignment — the template will be available to all eligible users.
💾 SAVE	Saves assignment selections and advances to Step 4.

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Step 4 — Allocation

Link this template to the specific assets, systems, users, asset models, or model families it applies to. Only the entities selected here will be available when an auditor launches a run from this template.

What does each field mean?

Field	Description
Allocation Type	Dropdown to select what type of entity to allocate to: Assets, Systems, Users, Asset Models, or Model Families.
Choices	All entities of the selected type available in the account. Check individual rows or select All Assets to include everything.
Chosen	Entities selected for this template. Only these will appear in the Allocation dropdown when starting an audit run.

Use → to move selections to Chosen and ← to move them back. Use the Search field in either panel to find specific entities quickly.

📌 The template will only be accessible for the allocation types and entities you select here. If an asset or system is not in the Chosen list, it will not appear as an option when launching an audit run from this template.

Step 4 Buttons:

Button	Action
← BACK	Returns to Step 3.
💾 FINISH	Saves the allocation and completes template creation. The template appears in the Start New tab.

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🔄 Workflows

Workflow 1 — Launch a New Audit Run

1. Open Audits. Navigate to Audits from the left sidebar.
2. Select the Start New tab. Find the audit template you want to use in the list.
3. Click the action icon in the rightmost column of the template row to open the Start Audit Operation dialog.
4. Confirm the auto-generated Label (ADT-XXXXXX) and select the target system or asset from the allocation dropdown.
5. Use Assign Task to assign the audit to the relevant team member.
6. Click START. The dialog closes and the new run appears immediately in the In-Progress tab.

✅ Result: A new audit run is created with a unique ADT- label, assigned to the appropriate team member, and ready to begin.

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Workflow 2 — Complete an Audit Step

1. Open the In-Progress tab. Find the audit run you need to work on by its ADT- label or audit title.
2. Click ▶ Continue in the Action column to open the audit execution interface.
3. Review the current step in the right panel. Click SHOW INSTRUCTIONS if guidance is available.
4. Enter your response and attach any supporting documents or images using UPLOAD DOCUMENT or the camera icons.
5. Click SAVE & NEXT to save and advance. Repeat for each remaining step.
6. On the final step, click SAVE & NEXT to submit the audit. The run moves to the Completed tab.

✅ Result: The audit is submitted, a pass/fail report is generated, and the record appears in the Completed tab.

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Workflow 3 — Review a Completed Audit Report

1. Open the Completed tab. Locate the audit run by ADT- label, audit title, or completion date.
2. Click 👁 View in the Action column to open the full report.
3. Review the three summary cards (System Information, Audits Summary, Report Status) for a high-level overview.
4. Scroll down to inspect individual asset results. Toggle Enable Thumbnails to see attached images inline.
5. Click DOWNLOAD PDF to save or share a formatted copy of the report.

✅ Result: A structured PDF report is downloaded, ready for records, compliance files, or client delivery.

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Workflow 4 — Find a Specific Audit Run by Label

1. Note the ADT- label from your email notification, the dashboard, or a team communication.
2. Open the In-Progress or Completed tab depending on whether the audit is still active or finished.
3. Click the search or filter icon in the top-right of the audit table.
4. Enter the ADT- label (e.g., ADT-187858) in the search field and press Enter.

✅ Result: The table filters to the matching run, giving you direct access to its status, report, or continuation controls.

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💡 Best Practices

• Record the ADT- label as soon as you launch an audit. Labels are the fastest way to locate a specific run when your list grows long.

• Use Tags consistently when creating templates. Tags drive the dashboard charts and make filtering faster. Agree on a tag naming convention across your team before creating new templates.

• Always click SAVE & NEXT — not BACK — to save your work. Navigating backward without saving will discard your current step input.

• Download the PDF immediately after an audit is completed, especially for compliance-sensitive audits. Report records can be deleted, and the PDF is the durable external copy.

• Keep templates Active only when they are truly in use. Inactive templates remain in Start New but cannot be launched, which can confuse field technicians scanning the list.

• Enable Thumbnails when reviewing reports with attached photos. Thumbnails make it faster to spot image evidence without downloading each file individually.

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⚡ Tips & Shortcuts

Tip	How
Jump to a specific audit run quickly	Use the ADT- label as your search term in the In-Progress or Completed tab search bar.
See only audits assigned to you	Use the filter icon on the In-Progress table and filter by the Assigned To column with your email address.
Check audit volume at a glance	The row counter at the bottom-right of each tab shows the total number of records.
Review audit instructions before starting	Click SHOW INSTRUCTIONS on any step in the execution interface before entering data.
Add visual evidence to a step	Use the camera icon for new captures or the gallery icon to attach previously uploaded images.
Share a report without downloading	Open the Report page and copy the URL — the link can be shared with anyone who has platform access.