3.2: Setting Up an Audit (Tool Connect™ Site Manager)

3.2: Setting Up an Audit (Tool Connect™ Site Manager)

On the Web

To setup an audit you must be logged in as the administrator on the account, an account manager cannot setup or adjust an audit. By default all locations automatically have a monthly audit, to edit this choose Locations from the menu bar on the left hand side of the screen, then click on the location that you wish to edit.

Single Location Selected

On the right hand side of the screen you will noticed an Audit Settings button,

Audit settings button clicked

click it and you will presented with options to change an audits frequency as well whether you want to receive an audit report when the audit period is complete.

Adjust audit settings

Click 'Save' to update any changes you have made.

In the Mobile App

Setting up an audit is not available in the Tool Connect™ Site Manager app at this time. Please check back regularly, as new features will be released continuously.







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