Creating and Managing Audits — Tazk Assets Help

Overview

The Audits module allows you to schedule and track physical asset audits. Audits help verify that assets are present, in their reported condition, and at their recorded location.

Audits list page with columns — Asset Name, Assigned To, Audit Date, Status, Repeat, Repeat Duration, Actions

Creating a New Audit

Navigate to Audits in the sidebar
Click the + button
Fill in the audit form

Audit creation form — Asset Name, Title, Assigned To, Audit Date, Select Checklist, Priority, Repeat toggle, and Reminder options

Form Fields

Field	Required	Description
Asset Name	Yes	Select the asset to audit
Title	Yes	Audit title/description
Assigned To	Yes	Employee who will conduct the audit
Audit Date	Yes	Scheduled date for the audit
Select Checklist	Yes	Choose a pre-created audit checklist template
Priority	No	Low, Medium, High, or Critical
Repeat	No	Toggle to set recurring audits

Audit Reminders

Send reminders to the assigned auditor via:

Note: Before creating an audit, make sure you have at least one Audit Checklist template created. The checklist defines what questions the auditor needs to answer.

Overview

The Audits module allows you to schedule and track physical asset audits. Audits help verify that assets are present, in their reported condition, and at their recorded location.

Creating a New Audit

Navigate to Audits in the sidebar
Click the + button
Fill in the audit form

Form Fields

Field	Required	Description
Asset Name	Yes	Select the asset to audit
Title	Yes	Audit title/description
Assigned To	Yes	Employee who will conduct the audit
Audit Date	Yes	Scheduled date for the audit
Select Checklist	Yes	Choose a pre-created audit checklist template
Priority	No	Low, Medium, High, or Critical
Repeat	No	Toggle to set recurring audits

Audit Reminders

Send reminders to the assigned auditor via:

Note: Before creating an audit, make sure you have at least one Audit Checklist template created. The checklist defines what questions the auditor needs to answer.