Building an Audit is only half the job. Someone still has to walk the floor and complete it, and if that step is clunky, follow-through slips. Opus keeps running an Audit simple: your team opens it in the Opus Training app or the dashboard, answers each step, and submits for an automatic score, with any flagged issues routed straight into a follow-up Task.

Here's how to run an Audit from start to finish, complete it with your team, and hand off anything that needs fixing.

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In the Opus Training app, once you have Library Access, find a scheduled Audit in the Tasks section of your home screen while its window is open, or search your Library for it.

Admins and Managers can run an Audit on a computer too, with the same steps, scoring, and follow-up Tasks as the app.

Started on your phone? The dashboard opens the same draft, so you can finish on your computer.

Audits can be completed collaboratively, like Checklists. More than one team member at a Location can contribute to the same Audit submission, which is useful for larger walkthroughs that span several areas or shifts.

Collaborative completion is on by default. To turn it off, open the Audit in the dashboard, and on its Overview tab, set Collaborative to No in the Settings card.

When an answer triggers a follow-up during an Audit, a New follow-up task card appears under that step. Each flagged step gets its own Task. Choose the team member at that Location it's for, a due date, the proof of completion you want back, and whether it needs your approval to be marked complete.

Opus creates the Tasks when you submit the Audit. The assignee does the work and submits it, then you approve it or request changes.

In the Opus Training app, or in the dashboard for Admins and Managers. Trainees run Audits in the app.

Yes. You need Library Access to the Audit. Anyone with that access can complete it.

Opus scores the Audit automatically. Depending on how the Admin set up scoring, the outcome is Pass or Fail against the passing score, or a grade. Any follow-up Tasks you set up on flagged steps are created at the same time.

Yes. Admins and Managers can open the submission in the app, go to its Follow-up tasks tab, and tap New follow-up task.

Yes. Collaborative completion lets multiple team members at a Location contribute to one Audit submission. It's on by default and can be turned off in the Settings card on the Audit's Overview tab in the dashboard.