Designing audits

How to design, launch, and edit an audit

Dan Bishop avatar
Written by Dan Bishop
Updated over a week ago

Audits are used to help gather data to analyze key processes for improvement. They can be created and edited by administrators by clicking "new project" on the Audit tab.

Qualaris supports two options for customizing your audits, starting with an evidence-based template from our library or from a blank template. Keep in mind that you can adjust and edit from either starting point.

Once a template is selected, you'll have an opportunity to edit and customize your audit form. Note that even after you launch an Audit design you'll be able to continue editing it (if you're an admin, click the Edit button at the top of the Audit form), so don't feel like you need to get the first draft perfect!

After completing your initial design you'll have an opportunity to set initial conditions for some project details including the Group tags (e.g. infection prevention, nursing) that can help you easily find related audits, compliance and collection goals, and people affiliated with the project. 

Lastly, you'll have opportunities to turn on some tools designed to help you test your audit designs. Draft Mode lets you and others add "practice" data to the audit that can get automatically deleted later when you exit Draft Mode. Enable Feedback adds a place on the audit form for data collectors to share input about the design with the project leader.

Know that you can always adjust these settings later going the Project Setting tab nested under the Analyze tab.

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