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📱 How to Conduct an Audit through the Mobile App

PostedMay 6, 2025
UpdatedJune 15, 2025
ByAmie

Conducting regular audits is essential for maintaining safety and compliance on-site. This guide walks you through the process of performing an audit using the Take5™️ Connect mobile app.

Step 1: 📱 Access the Audit Feature

  1. Open the Take5™️ Connect mobile app on your device.
  2. Tap the + icon located at the bottom of the screen on any page within the app.
  3. From the menu that appears, select Create Inspection/Audit.

Step 2: 🏗️ Select the Relevant Site

  1. At the top of the audit screen, you’ll see the current Site.
  2. To change the associated Site:
    • Tap on the Site description.
    • Use the search function or scroll through the list to select the correct site.

Step 3: 📝 Choose an Audit Template

  1. A list of available Audit Templates will appear.
  2. Select the appropriate template by tapping on it.
  3. Tap Select in the upper right corner to proceed.

Step 4: ✅ Complete the Audit

  1. For each item in the audit:
    • Select Yes, Partial, No, or N/A.
    • Optionally, add comments or notes.
  2. To create a task for any item, tap the Create Task button.
  3. To add files or photos, tap Add Files and choose from your device or take a new photo.

Step 5: ✅ Finalize the Audit

  1. To export the audit details as a PDF, tap Export at the top of the screen.
  2. Once all items are completed, tap Complete at the bottom of the screen.
  3. A review screen will appear.
  4. Select if the audit has been fully completed, provide additional comments or feedback, and add any contacts you wish to send the audit results to.
  5. Tap Submit to finalize and submit the audit.

🧩 Troubleshooting

  • Missing Templates: If the desired audit template is not available, contact your Account Administrator.
  • App Performance Issues: Ensure your app is updated to the latest version. Restart the app or reinstall it if necessary.
  • File Upload Issues: Verify that the files you’re attempting to upload are in supported formats and within size limits.

📞 Need Help?

If you encounter any issues or need further assistance:
📧 Email: support@take5connect.com
📞 Phone (NZ): 0800 582 535