How Auditmark works

The few ideas Auditmark is built on, from templates and inspections to findings and corrective actions, and the three apps people use.

Auditmark is built on a few ideas: templates, inspections, clients and locations, and findings with their corrective actions.

The three apps

App	Who uses it	What they do there
Admin app, at app.auditmark.io	Admins and approvers	Admins build templates, plan and assign inspections, follow up on findings, and send reports. Approvers see only Approvals, where they approve, send back, or reject submitted inspections.
Field app, at field.auditmark.io	Inspectors, and admins who also inspect	Fill in assigned inspections on a phone, take photos, sign, and record findings. It works without signal and catches up when the phone is back online.
Portal, at portal.auditmark.io	People outside your team, such as contractors or a client's maintenance staff	See the corrective actions sent to them, add notes and photos, and mark each one resolved. They sign in with a code sent to their email, with no password.

These guides cover the admin app. For the field app, see Onboarding your inspectors. For the portal, see External assignees.

A template is an inspection form: the questions, the answers each one accepts, and how the report looks. You build it in the template builder and publish it. Only a published template can be used for an inspection.

When you change the questions or form settings of a published template, your changes go into a draft first. Nothing changes for your inspectors until you publish the draft as a new version. Each inspection keeps the version it was created from, so a new version only affects inspections you create after publishing it. Changes on the template's Report tab are different: they save straight away, reach web reports and public links at once, and reach PDF and Word files the next time a report is generated. See Templates.

Inspections

An inspection is one filled-in copy of a template, usually for one location. You choose who does it and when, and they complete it in the field app. Several inspectors can share one inspection, each taking the whole form or only some sections.

The template decides whether a finished inspection needs approval or a sign-off before it counts as completed. The inspection lifecycle follows one inspection from creation to the report.

Clients and locations

A client is a company you inspect for. A location is a place where inspections happen, such as a branch, a building, or a site, and each location belongs to one client. When you create an inspection, you pick its location, and the client comes with it.

If your industry does not use clients, Clients is not in the sidebar and you work with locations only. See Clients and Locations.

Findings and corrective actions

A finding is a problem found during an inspection, such as a failed check. A corrective action is the fix: what needs doing, who does it, and by when. It can go to someone on your team or to a person outside it.

Inspectors record findings and actions in the field app as they work, and a template can require an action for certain answers. You can also add them yourself on the inspection's Findings & Actions tab. Actions raised during an inspection reach the people assigned to them once the inspection is completed. When the assignee marks an action resolved, an inspector checks the fix and closes it, or it closes on its own, depending on your choice in Settings under Corrective actions. See Inspections.

Your industry's words

Your organization has an industry setting, called the vertical, that changes some of the words the app uses. For example, the Food Safety & Compliance vertical says Audit instead of Inspection, Branch instead of Location, and Checklist instead of Template. The Site & Energy Inspection vertical says Site instead of Location and Defect instead of Finding. Mostly the words change, though a vertical can also hide areas you don't use, such as Clients.

These guides use the default words: Inspection, Client, Location, and Template. Where your app shows a different word, read yours in its place. To change the vertical, open Settings, select Vertical, select the current vertical, choose a new one, and select Apply. The new words apply for everyone in your organization. See Settings.

Good to know

The field app shows inspectors only the inspections assigned to them, and the portal shows each person only the actions sent to them.

Set up your workspace: the steps from a new account to your first finished inspection.
The inspection lifecycle: what happens to an inspection from start to finish.
Admin app overview: a map of every area of the admin app.