Opus

Learn how to build and publish an Audit with the right scoring, access, and Schedule, so your team can run it in the Opus Training app.

Audits Overview

Learn how an Audit's Score Type turns step points into a pass or fail, a named grade, or no grade at all, so each submission gets the result you need.

How to Score Audits: No Score, Pass/Fail, or Audit Grades

Learn how your team runs an Audit in the Opus Training app, so flagged steps get a follow-up Task.

How to Run an Audit

When an Audit flags an issue, Opus turns it into a follow-up Task so the right person fixes it and the auditor signs off before it is closed out.

Audit Tasks: Step-by-Step

Learn how Audit Reporting tracks submissions, outcomes, and follow-up Tasks across your Locations, so you know where to follow up.

Audit Reporting

Ben Brunken

Learn how to verify your team is following procedures and staying on track.

Audits

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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