Just wondering if anyone is using Monday.com for auditing purposes? I have locations where I would like to audit sites and wondering if anyone has a board they use that they find helpful or any suggestions.
Declan - welcome to the monday.com Community!
Let me know what you think!
Hi Declan. Are you looking to manage the scheduling and completion of audits, or to record the results of specific checks that are made at each site against pre-defined requirements?
I am looking at using Monday.com to help me to conduct the audit and record the result for individual sites.
Thanks for the link this has helped getting the ball rolling!
We ended up creating a very wide board with numerous status columns that we used to capture “Acceptable”, “Not Acceptable”, “Not Applicable”, and “Not Checked”, for each aspect that we wanted to review at each site. We also captured comments in the Updates for each item, particularly when something was deemed to be “Not Acceptable” or “Not Checked”.
I expect that the best way to implement this, is going to depend on the type of audit that you are conducting, and how much detail you need to capture.
Once you have completed your audit, then you’d need to consider how best to address any necessary findings within your workflow.