Overview
Follow the guided path from audit setup to completed improvement results.
The Improvement overview presents the main workflow in three stages: Setup Location, Conduct Audit, and Action Center. The current module is built around an audit structure that can grow from a broad site-level checklist down to focused area and zone checks.
Setup Location
Create the audit hierarchy, add questions where they belong, choose scoring rules, define audit frequency, assign auditors, and keep retired structure available through archive filters.
Conduct Audit
Open a public audit link, QR code, or printed form for a location, area, or zone. Auditors answer questions, add comments, and submit pass/fail or numeric scores.
Action Center
Review findings, create corrective actions, track workflow steps, run root cause tools, and open completed results from one lifecycle view.
Plan rules are visible in the experience instead of silently hiding work. For example, a free account can still see locations outside its active limit, but those locations are clearly locked and view-only until the plan is upgraded or an active slot is freed.