Table of Contents
What Are Audits?
An Audit is a scored checklist used to make sure your operations are meeting your standards. You walk through a list of multiple-choice questions (like "Is the kitchen clean?" or "Are expiration dates current?"), and Opus automatically gives you a score based on your answers.
You can set a passing score ahead of time (like 80%). If the final score is lower than that, the Audit fails. If any steps have problems, you can assign someone to fix them and then check their work before closing it out.
Common uses include:
Store safety walkthroughs: check that equipment, signage, and procedures are up to standard
New location opening readiness: confirm everything is in place before a grand opening
Food safety and compliance checks: verify that handling, storage, and labeling meet health requirements
How to Build an Audit
Audits can be built, edited, and published in the Opus dashboard. Once you are there, follow these steps:
Go to the Audits page
From the menu on the left in your dashboard, select "Forms", then "Audits."
Click the blue "+ New Audit" button in the top right corner to start building.
Name and describe your Audit
Give your audit a name and a short description so your team knows what it covers.
Add sections
Sections break the Audit into organized parts, making it easier for auditors to navigate.
Add verification steps.
Click "+ Add Step" and choose from these step types:
Scored multiple-choice: each answer option is assigned a point value (e.g. "Excellent" = 2 pts, "Mediocre" = 1 pt, "Bad" = 0 pts). These steps calculate the overall Audit score.
Text entry: the auditor types a free-form response.
Customize your steps (optional)
Required: Make steps mandatory to answer before submitting.
Triggers are automatic actions based on how a step is answered:
Flag issues: Highlight problems in reporting.
Needs Remediation: Assign corrective to-dos.
Send messages: Notify the right team members.
Notes: Allow or require the auditor to leave a written note.
Photo upload: Allow or require a photo to be attached.
Media or linked content: Attach reference images or link to relevant Courses or Resources from your Library.
Conditional steps: follow-up steps that only appear based on how a previous step was answered (see below).
Set a passing threshold
At the top of your Audit in the builder, set the minimum score needed to pass (e.g. 80%). If the final score falls below this, the Audit is marked as failed.
Publish
When your Audit is ready, publish it to make it available for your team.
🤝 You can add users as contributors directly from the Audit. This gives individual users the ability to contribute to the Audit in the dashboard builder. Only Admins and Managers can be added as individual contributors.
Click the "Contributors" button in the top right corner, next to the publish button, and assign individual editing, commenting, or view-only access.
After Publishing
Give Your Team Access
Once an Audit is published, your team members need Library access to see and run it. Admins can manage this from Library Access.
Set a Schedule (Optional)
You can set a recurring schedule for any Audit so your team knows when it needs to be completed.
Open the Audit in the dashboard and go to the "Manage" tab.
Select a frequency: daily, weekly, monthly, quarterly, semi-annually, or annually.
Select the locations the schedule applies to.
Click "Create Schedule."
Collaborative Audits Completion
Audits can be completed collaboratively, just like Task Lists. Multiple team members can contribute to the same Audit submission.
Collaborative Audit completion can be disabled in the Audit settings in the dashboard builder.
Conditional Steps
Conditional steps only appear based on how an auditor answers a previous step. This keeps Audits focused and makes sure auditors only see the steps that apply to their situation.
To add a conditional step:
Open your Audit in the builder on the dashboard.
Click the three-dot menu (...) on any step and select "Add a conditional step."
Set your condition: Choose when the follow-up step should appear.
Choose your follow-up step: create a new one or select an existing step from the dropdown.
Click "Create condition."
Example: If an auditor answers "Does this location have an ice cream machine?" with "Yes," they will see follow-up steps about the machine. If they answer "No," those steps won't appear.
How to Facilitate an Audit
Audits can only be completed in the Opus Training app.
Scheduled upcoming Audits appear on the app home screen
Users can also find Audits in their app Library
Open the Audit and fill out each step. Steps may include questions, photo uploads, or written responses.
When finished, submit the Audit.
After submitting, you'll see the results: pass or fail, your score, and submission details.
If any steps triggered a "Needs Remediation" flag, you will be prompted to assign a remediation form before finishing the Audit.
💡If any steps are need follow-up actions, the remediation workflow begins. See the section below for more detail, or read the Audit remediation guide.
Audit Remediation
When a step is flagged during an Audit, the remediation workflow makes sure the problem gets fixed and reviewed before it is closed out.
When a step is flagged during an Audit, Opus automatically kicks off a remediation workflow to make sure the issue gets resolved and reviewed before it's closed out.
An auditor assigns the fix to a team member, the assignee completes a remediation form, and the auditor reviews and approves the work. The cycle repeats until every flagged step is approved.
💡Learn about Audit remediation here!
Audit Reporting
To view Audit reporting, open the Audit in the dashboard and head to the "Reporting" tab. From here you can switch between three views:
All Submissions: see a complete list of every Audit submission. You can view who submitted it, when it was completed, the score, and any flagged issues. This view is helpful for tracking individual compliance and Audit quality.
Schedule Completion: see how well the Audit is being completed within its scheduled windows. Quickly identify locations that are missing deadlines or completing Audits late.
💡Learn more about Audit reporting here!
FAQ
What is the difference between a Task List and an Audit?
Audits are scored and Task Lists are not. Audits are built for verification and accountability — they score responses, can fail, and have a full remediation workflow to track and resolve issues. Task Lists are better suited for routine operational checklists where you just need to confirm steps are done.
Who can build and publish Audits?
Admins and Managers with Create Content permissions can create and publish audits from the dashboard.
Who can facilitate an Audit?
Any user who has been granted Library Access can facilitate an Audit.
What happens if an Audit fails?
If a submitted Audit score is below the set passing score, the Audit is marked as failed. If a step includes a remediation workflow, it will kick off so issues can be tracked and resolved.
Can a step be included without a point value?
Yes. Text entry steps are not scored and can be used to capture notes or open-ended information.
Where can I see Audit scores and results?
Any user with access to the Audit can see the results in the Opus Training app and the Opus dashboard.
What if a remediation gets rejected more than once?
Each rejection starts a new cycle. The process continues until the auditor approves the fix.
Who can be added as contributors to the dashboard builder?
Only Admins and Managers can be added as individual contributors. Trainees cannot be added. To add someone, you need edit access to the Audit yourself.
These permissions do not affect whether the Audit shows up in a user's mobile app for completion — that's still controlled by publishing, assignments, and role/location rules.