Overview
Audits help you run consistent checks across your business, whether you need a simple checklist or a scored evaluation with clear pass/fail outcomes. This guide walks you through creating an audit template, choosing scored or unscored logic, setting outcome labels and thresholds, and configuring sections, questions, and weighting so results reflect what matters most.
How it works:
Creating an Audit
Select 'Create new audit' from the Overview page.
2. Provide a name, description, and category for your audit. You can customise up to 10 categories.
3. Select whether this audit should be Scored or Unscored. This will determine the logic for the audit result.
An Unscored audit will have two possible outcomes, determined by fulfilling all obligations in the audit or failing to do so. These audits are typically used to guide a process, such as following all required steps in the event of a store closure due to extensive damage.
More about unscored audits:
Unscored audits are designed for situations where you simply want to confirm that something has been completed, rather than measure performance.
When to use unscored Audits: Unscored audits are perfect for checklist-style reviews. For example, confirming that a safety procedure was followed after an incident, or that all closing tasks were completed at the end of the day.
Post-incident checklists (fire, damage, spill, etc.)
Safety verification checklists
Daily/weekly store readiness checks
Policy or compliance confirmations
These audits let you track completion without evaluating performance.
Instead of calculating a score, unscored audits have a binary result:
Green – All items have been completed or marked correctly
Red – One or more items have not been completed or marked incorrectly
How it works:
There is no percentage or scoring calculation applied to the outcome: Each question and section is treated as critical.
If any question is marked as an incorrect response, the entire audit is marked Red.
If all questions pass, the audit result is Green.
You can configure response options to work for your situation:
Use “Correct” / “Incorrect” responses with +1 and 0 points for reporting purposes.
Or, if you don’t want a negative (Red) outcome at all, simply:
Use only responses that award points (e.g. +1 for every option), or
Only make a single “Completed” response available, worth +1.
A Scored audit can have 2 to 3 outcomes, determined by the percentage of correct responses given, which is configurable. These audits are typically used for compliance checks, observations, and providing recommendations for improvement.
4. Choose the outcome labels that are applicable for this audit. This determines the terminology displayed on the audit results.
If scoring has been enabled, the thresholds to achieve the outcomes will be displayed. You can drag the sliders to change these percentage thresholds. Note this can be updated later within the audit builder.
5. Click Create audit
6. Add sections to your audit.
Sections help organize questions into logical groups that match your organization's needs, such as departments, physical areas, or specific themes.
Audits must have at least one section.
7. Add questions for each section.
Questions require a title with an optional description.
You can also add media, allowing you to upload a visual reference to support the question, such as displaying acceptable vs. non-acceptable standards.
By default, each question will have a pre-determined scoring for each answer, but it can be adjusted. Standard answers are:
Yes: +1 point
No: 0 points (can be set to -1)
N/A: excludes questions from scoring
These are free-text fields, allowing you to use whatever terminology suits the particular audit.
The points attributable to a response can also be adjusted, to give a score of up to +10:
Continue to add questions and sections as required. If you have modified the default question response options, you can quickly duplicate your question to retain these, and then modify the question title as needed:
8. Confirm audit scoring/results configuration
For each audit template, scoring and results can be configured within the audit builder.
Section configuration
For scored audits:
Sections will inherit the audit result thresholds by default.
Audit Admins can override and adjust this for each section, by checking Override scoring and adjusting the percentage thresholds for this individual section.
Sections can be made skippable if they should be optional. This is useful when certain focus areas may not apply to all sites.
Sections can also be marked as critical. If a critical section fails during the audit, the overall audit outcome will automatically display the lowest result, regardless of how other sections performed. This is useful for sections that address compliance requirements or high-risk areas.
For unscored audits:
Unscored audit sections can only be made skippable.
Audit scoring configuration
Click the settings cog in the top right corner of the audit builder interface to customize the audit evaluation method and section weights.
By default, Auror audits apply equal weighting to all sections when calculating the overall audit outcome, with a default pass rate of 80%. This means at least 80% of all questions within the audit must be answered correctly for the audit to obtain a successful outcome.
Click Evaluation method to modify the terminology used, and use the slider to change the percentage pass rate thresholds.
Note: Changes made here will only take effect once you publish the current audit template version. If you modify terminology or thresholds for an existing audit that has already been completed, previous results will reflect the version that was active at the time of completion.
Section weights
Click Section weights from the audit settings menu to adjust how the overall audit result is affected by different sections.
By default, sections contribute to the overall outcome of an audit evenly. You can update this to assign custom weighting to each section of an audit, so that some sections have more impact on the overall score than others.
For example, if an audit has three sections that each require at least 80% to pass, the overall audit can still pass even if one section scores below 80%, as long as the total weighted average across those three sections meets the overall audit threshold.
Example:
If an audit was completed with the following section scores:
Preparedness: 80%
Documentation: 90%
Response Effectiveness: 70%
Applying the above weights in the screenshot to these sections, the audit outcome can be calculated as:
Preparedness (40%): 80 × 0.4 = 32%
Documentation (40%): 90 × 0.4 = 36%
Response Effectiveness (20%): 70 × 0.2 = 14%
Total Audit Score = 32 + 36 + 14 = 82%
Since the total audit score of 82% exceeds the audit’s required 80% pass rate, the overall audit passes, even though the Response Effectiveness section failed.
⚠️: When building audits, and especially when using weighted sections, be mindful of how many questions are in each section. If a section with just a couple of questions carries most of the audit’s weight, a single answer could disproportionately impact the final result. To keep things fair and balanced, we recommend ensuring your section weightings reflect both their importance and how much control someone has over the outcome.
Publish the audit
Once all questions and sections are properly configured, click Publish Audit in the right corner of your audit.
Published audits become available to store auditors to complete.
Audits are automatically saved as a draft whenever questions or sections are added. If you leave the audit builder, you can resume working on your draft later.
Editing a published (live) audit
⚠️: If a live audit requires editing, an Audit Admin can edit a published audit, and it will create a new version, resulting in separate results for each version. Changes take effect after publishing the draft.