Building an Audit

The Safe Ag Systems AgAuditor module provides you with the ability to build an audit form that helps to streamline the audit process. Develop your own specialised audit form for self-monitoring or to ensure that accreditation standards are met.

Audits within Safe Ag Systems are built by utilising a suite of builder elements that are broken into two categories.

1. Content Elements, which can be used to present information within the audit. This includes the ability to present headings, text, images, videos, external links, and link active policies & procedures.
2. Response Elements are used to collect information. Response Elements enable the user to insert free text, date, number fields, dropdown lists, checkboxes and radio select buttons. You also have the ability for users to upload files and sign off on the checklist.

Audits can also use Conditional Logic to direct workers to particular prompts and fields based on their responses. Conditional Logic is explained in the following link:

Using Conditional Logic

To build a new audit form within AgAuditor you have the option of building your own form or selecting from one of our templates if they have been purchased.

Building a New Audit

Building an Audit using a Safe Ag Systems template

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Building a New Audit (Desktop only)

1. From the left menu, select Documents and Files > AgAuditor and then click the Build New icon on the right hand side.
2. You will be prompted to give your new audit a Title. If you have a company document control system you can add a Company Document ID and click Next. This will take you to our Audit builder to create your own Audit form.
3. Drag elements from the right hand column into the document window to build your Audit.
   
   
   
   
4. As you build your audit form, consider adding elements based on the possible responses to each element using Conditional Logic. For example, if you respond No to a statement within the audit you may need to insert an option to make a Comment (drag in Text Field from the response elements) or Add a task (drag in Add Task) so that you can action any non-conformance later. If you respond Yes you may need to be able to Link evidence (drag in response element) to prove you are complying with the statement. Using conditional logic you can place conditions on these elements so that the response to the statement will prompt the Comment, Task or Link Evidence elements to appear.
5. At any stage, you can select Preview to review what your audit form will look like. The three icons at the top of the preview give you the option to view the audit on a desktop, tablet or mobile device.
   
   The modes in the dropdown menu give you the option to:
   • 1. View - shows all elements that you have added including those with conditional logic.
     2. Update - shows the form as it will appear when you run the audit. You can make responses to statements to check that the form is working as intended.
        
        
6. Your Audit form will automatically be saved as you build it. If you need to leave and come back later to continue building it, it will be located under the Draft tab.
   
   

   When editing an Audit Form your document is automatically saved and the time of last save is displayed in the header bar.

   

   
   
7. Once you have completed your audit form you can Publish the Audit via the Preview screen or within the Draft tab via the  menu.

 

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Build an Audit using a Safe Ag Systems Template (Desktop Only)

1. In the left hand menu, go to Documents and Files > AgAuditor and then select the Template Library tab.
   
   
   
   
2. To preview a template simply click the title of the template. 
3. To copy one of our templates click the menu and select Use Template.
   
   
4. This will give you the opportunity to either update the title or keep its existing title.
5. Once copied, the audit form will be available under the Draft tab where you can either edit to suit your requirements or simply Publish via the menu.
   
   Follow steps 3 - 7 under Building a New Audit. 
   
   
   

 

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Using Conditional Logic

Responses which can include conditional logic are:

• Text Field
• Dropdown list
• Checkboxes
• Radio buttons

To create conditional logic on a response follow the following steps:

1. Create the response field by dragging it into the audit form (ie. text field, dropdown list, checkbox or radio button).
2. If you wish to direct a particular response to an element, create the element (ie. external link, Image, SAS Document or Video).
3. Click the Conditional Logic icon on the right hand side of your response field created in step 1, click + Add More 
   
4. Use the drop down arrow for If option to select the response you wish to link to conditional logic.
   
   
5. Use the second drop down arrow to select the element or message you wish to direct the responder to.
   1. Users can be directed to an Element by selecting Show an element, such as
      • To create a Task
      • A SAS document (policy or procedure)
      • An image
      • An external link
   2. Users can be directed to a message by selecting Display a message to the user
   3. A Task can be automatically generated by selecting the Create Checklist Follow-up task option for a Text Field response element. This auto-generates a follow-up task-based and defaults the text entered into the Text Field as the task description. The Create Checklist Follow-up task option can only be specified against a Text Field element. 
6. Continue creating Conditional logic by using the + Add more icon at the bottom of the pop-up screen
   
7. When you are happy with your conditional logic, click Save.
   
   

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What's Next?

How to edit a published Audit

Running an Audit

Audits Explained

Using Content Elements and Response Elements

Using Conditional Logic