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, 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.
✅ Before you start: Audits can only be completed in the app, and you need Library Access to the Audit to run it. Admins grant it on the Audit's Manage tab under Library Access. Learn more in Library Access Overview.
Table of Contents:
How to Run an Audit
Audits are run from the 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.
Complete an Audit Step by Step
Open the Audit and select a Location.
Go through each Section and fill in your answers. Add notes, photos, or videos on any step that asks for them.
Submit the Audit. Opus calculates your score automatically and shows the result based on how the Audit is scored.
If any steps triggered a follow-up, you're prompted to create and assign a Task before you finish.
Complete an Audit as a Team
Audits can be completed collaboratively, like Checklists. More than one team member 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, go to the Manage tab, select Settings, and set Collaborative Completion Enabled to No.
Assign a Follow-Up Task for Flagged Steps
When a step is flagged during an Audit, Opus prompts you to create a follow-up Task before you finish. Each flagged step becomes its own Task, which you assign to a team member at that location, with a due date, the proof you want back, and whether it needs your approval. The assignee does the work and submits it, then you approve it or request changes.
💡 Tracked to sign-off: Every Task is tracked from assignment to sign-off, so nothing falls through the cracks. See the full workflow in Audit Tasks.
FAQ
Where can I run an Audit?
Only in the app. You can build and review Audits in the dashboard, but the run itself happens in the app.
Do I need special access to run an Audit?
Yes. You need Library Access to the Audit. Anyone with that access can facilitate it.
What happens after I submit?
Opus calculates your score automatically and marks the Audit passed or failed against the passing threshold the Admin set. If any steps were flagged, you're prompted to create and assign a follow-up Task before finishing. To see results afterward, head to Audit Reporting.
Can more than one person work on the same Audit?
Yes. Collaborative completion lets multiple team members contribute to one Audit submission. It's on by default and can be turned off on the Audit's Manage tab under Settings in the dashboard.