Create Customized Audit Question Sets: Get the flexibility to create, save, copy, and revise audit questions and questionnaires and set risk levels 1-10 for questions and answers to flag your issues. Tailoring question sets to specific groups optimizes efficiency, saving time and resources while enhancing compliance for audits.

• It only takes about a minute to create a question
• Questions can be made up of multiple question styles including multiple choice, open-ended text responses, true/false and yes/no answers
• Add conditional secondary and tertiary text questions to gain more context for your analysis
• Set your own risk levels from 1-10 for questions and answers to prioritize migrations plans.
• Develop a question set for one group, save, copy, and make minor revisions tailored to another department, group, or location.
• Clarify questions by attaching links to documents, policies, procedures, and reference information

Determine Automated Distribution: Ensure swift results for your audits so you can resolve issues even faster. Streamline your assessment question sets for specialty distribution groups with due dates and automatic reminders.

• Create and manage multiple distribution groups with various audit questionnaires for departments, locations, and functional groups
• Disseminate multiple audits to one or many distribution groups at a time
• Within distribution groups, you can target sub-groups, individual users and/or selected roles/positions to receive audit questionnaires
• Manage automated notification schedules within distribution groups including due dates
• Schedule your audit questionnaires for publishing immediately or hold the audit to be sent at your determined time
• Automatic link updates ensure the latest version of any policy or reference document
• Link distribution documents to any organizational documents, policies, procedures, and reference documents
• Automatic republish options keep the audit process up-to-date

Manage Moving The Process Along With Automated Reminders: Our automation reminder notifications and escalations to supervisors get your audits completed faster. Ensure full participation at every level in the audit process, improving the efficacy of your compliance efforts and improving the data you need to protect your organization.

• Set automatic publish dates/times with due dates for specific groups
• Automatically notify users and track due dates
• Send automatic reminders to keep the process moving
• Escalate notices to supervisors to request their employee to respond
• Add external reference materials for a more thorough audit process
• Immutable data: we never delete documents, users, actions, or assessments

Analyze Dashboard Graphic Results in Real-Time: You can see results and drill down to identify potential issues necessitating timely mitigation plans. Setting risk levels 1-10 will be automatically flagged to your chosen level, allowing meticulous numerical data-driven analysis. This functionality facilitates timely intervention for risk reduction and empowers proactive risk mitigation management.

• View real-time results and drill down to identify potential risks
• See what each respondent has or has not answered any question
• Customize Reports with real-time statistics on answers to question sets
• Roll-up statistics hierarchically, from group level to your organization
• Access a variety of reports and see results in real-time
• See a log of system-events and most recent activity
• Data on demand to write, run, and schedule automated reports
• Create customizable report and export data to use in currtent reports in other applications

Management Actions: Your customized reports with set risk levels flag issues below your threshold. This data-driven numerical approach supports and enhances unbiased decision-making, strengthens compliance, and ensures proactive issue resolution for faster and better risk management.

Incident Management Reports: Use our ready-made Incident Report (IR) form with an adaptive workflow to assign investigation sections to individuals. Then, continue refining the workflow so that the appropriate individuals can review the finalized IR that documents and records all issues, speeding conflict resolution, maintaining accountability, and ensuring transparency.

Corrective Action Plan: Upon reviewing the finalized Incident Report investigation, use our ready-made Corrective Action Plan (CAP) form to create a collaborative workflow with the appropriate individuals to develop, edit, and approve the finalized CAP. Continue adapting the workflow with the appropriate individuals to assign, resolve, and monitor actions. Once completed, the CAP presents monitored information to help management define and take the appropriate actions. All CAP information is recorded to ensure audit-proof readiness and the ability to respond to additional issues.

• Quickly export results for comprehensive analysis to identify issues, and determine next steps to manage mitigation of these risks.
• You get Data-on-Demand for standard and set-up customized reports
• Export reports to Excel and CSV to do further analysis or create reports in other applications
• Automate reports sent to who, what, where, and when you want
• Organize policies into multi-leveled table of contents and site menus
• Automatic link updates ensure the latest version of any policy or reference document
• Your own database has all completed audit questionnaires and answers to each question giving you proof of due diligence for audits
• Immutable data: we never delete documents, users or actions