Scheduling an audit is very simple. From the Field Audits section, click on the scheduling tab. A grid will be presented showing all of your stores, one per row. Each column represents a month. Each cell represents the number of audits in that month, colour-coded to indicate the status of that audit. The grid can be modified by using the filters at the top of the page (which store group, which auditor, which year, etc.).

To schedule an audit, simply click on the appropriate cell (selecting which store during which month). Simply select who should be auditing this store, when it should be done and which questionnaire needs to be filled out. Optionally enter private notes shown only to the auditor. Some franchises choose a specific date for audits, whereas others use the date as the deadline by which the auditor must complete the audit.

If you need to change a booking instead of creating a new one, clicking on the cell in the scheduling grid will show you a list of all field audits for this same store in the same month. Clicking on the audit will open up its details, allowing you to edit it.