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AuditBLOOM Documentation

website·Indexed 30 days ago

https://help.auditbloom.com

User guides and technical documentation for the AuditBLOOM system, covering role-based access control (RBAC), audit object management, task status workflows, audit result calculation methodology, and organization settings.

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What's inside AuditBLOOM

  1. Overview of the Annotation answer type

    The 'Annotation' answer type in audit templates is used to display static text, instructions, or explanations to the auditor. Unlike traditional questions, it does not require a response, does not support logic or mandatory settings, and does not allow for comments or file attachments. It is primarily used for providing context or structuring the audit.

  2. Overview of the AuditBLOOM Task Subsystem

    The Task Subsystem in AuditBLOOM is used to manage tasks related to audits and work processes. It enables users to create, assign, and track tasks to optimize productivity, distribute responsibility via delegation, and monitor execution through status tracking and analytics. It includes an integrated chat for communication among task participants.

  3. Overview of the Audit Completion Schedule by Days report

    The Audit Completion Schedule by Days report in AuditBLOOM visualizes the number of audits conducted over a selected period. The horizontal axis represents dates and the vertical axis represents the number of audits.

    Key Constraints:

    • Audits with the status "Started" are excluded from the report.
    • Only audits that the current user has access permissions for are displayed.

  4. Understand Layout Activity for audit reports

    Layout Activity determines if a report layout is processed upon audit completion.

    • Active Layout: The system generates a report based on the layout's settings and automatically emails it to specified recipients and the audit object's responsible parties (if it is the default layout).
    • Inactive Layout: The system will not process the layout; no reports are generated or sent.

  5. Understand the 'Task Accepted for Work' notification trigger

    The 'Task Accepted for Work' notification is sent to the author of a task when another user accepts responsibility for that task, becoming the executor. This event signals that the task has officially started and is currently being worked on. To verify the start of work after receiving this notification, check the task's status in the 'Tasks' section; it should be marked as 'In Progress'.

  7. Understand the Task Executor role in AuditBLOOM

    A task executor is a user responsible for completing a specific task in AuditBLOOM. Their primary responsibilities include ensuring high-quality completion by the deadline, updating the task status as progress is made, and using the integrated chat to communicate with other participants.

  8. Understand 'In Progress' tasks in AuditBLOOM mobile

    The In Progress section in the AuditBLOOM mobile app contains all unfinished tasks that the user has access to, whether assigned directly or related to audits/processes. A task is considered 'In Progress' if it is not yet completed, has an active status, and requires user action. Tasks are automatically removed from this section upon completion.

  9. Understand the purpose and components of AuditBLOOM audit templates

    Audit templates in AuditBLOOM are predefined structures used to standardize inspection processes and ensure compliance with company or regulatory standards. They allow for quick audit creation, reduce errors, and enable the comparison of results across different audits to identify trends.

    A template typically consists of:

    • A list of questions to be answered.
    • Template settings.
    • Access settings for the template and the resulting audits.
    • Report layout settings.

  10. Use the Completed tasks section in AuditBLOOM mobile app

    The Completed section in the AuditBLOOM mobile app stores all tasks that have been finished and closed by the user or other participants. It is primarily used for reviewing task history, monitoring completed actions, and analyzing workload and performance results.

  11. Understand the features and benefits of the AuditBLOOM Prof Plan

    The Prof pricing plan is a full-featured solution for organizations requiring unrestricted access to AuditBLOOM. Key features include:

    • Full Functionality: Unrestricted access to all system modules and features.
    • Unlimited Scaling: No limits on the number of users or audit objects.
    • API Access: Ability to integrate AuditBLOOM with external systems and services to automate processes.
    • Free Checklist Customization: The AuditBLOOM team provides assistance in tailoring checklists to the organization's specific needs.

  12. Understand the 'Audit Moved to Started Status' notification

    The 'Audit Moved to Started Status' notification is sent to all users responsible for an audit object when the auditor begins the inspection and the audit transitions to the 'Started' status. This notification serves as a signal that the audit is now in progress, allowing responsible persons to monitor progress and respond promptly.