Compass - Nimbly Documentation

Auditor Feature Access Index

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Auditor Feature Access Index

📋 Overview

This index provides a comprehensive guide to all features accessible by Auditor users in Nimbly Compass. Auditors are responsible for conducting inspections, audits, and ensuring compliance across assigned locations.

🚀 Core Features

Audit & Inspection Tools

Primary tools for conducting audits and inspections:

Auditor Capabilities: Conduct audits, capture evidence, add comments, submit reports

Issue Identification & Tracking

Create and monitor issues found during audits:

  • 🔍 Issue Tracker - Report issues
  • Create issues from audits
  • Add photos and evidence
  • Track issue status
  • View assigned issues

Auditor Actions: Create issues, add details, attach evidence, monitor resolution

Dashboard Access

View performance and compliance metrics:

Dashboard Features: View-only access, personal metrics, team comparisons

Reporting

Access to audit reports and submissions:

Report Access: Own reports, team reports (if assigned), export capabilities

📱 Mobile Features

2.0 App Capabilities

Optimized for field work:

📱 Mobile Features:
- Offline audit capability
- Photo capture and annotation
- GPS location tracking
- Digital signatures
- Voice notes
- Barcode scanning

Field Work Tools

🔍 Audit Workflow

Standard Audit Process

graph TD
    A[Receive Assignment] --> B[Review Requirements]
    B --> C[Conduct Audit]
    C --> D[Capture Evidence]
    D --> E[Identify Issues]
    E --> F[Complete Form]
    F --> G[Submit Report]
    G --> H[Sync Data]
    
    style C fill:#bbf,stroke:#333,stroke-width:2px
    style E fill:#f9f,stroke:#333,stroke-width:2px

Daily Workflow

  1. Check Schedule - View assigned audits
  2. Prepare Materials - Review checklists
  3. Conduct Inspections - Follow procedures
  4. Document Findings - Capture evidence
  5. Submit Reports - Complete documentation
  6. Follow Up - Track issue resolution

📋 Audit Types

Available Audit Forms

TypeDescriptionFrequency
Safety AuditWorkplace safety checksDaily/Weekly
Quality InspectionProduct/service qualityPer shift
Compliance CheckRegulatory complianceMonthly
Cleanliness AuditHygiene standardsDaily
Equipment CheckMaintenance inspectionWeekly

Questionnaire Features

  • Dynamic questions based on responses
  • Required fields validation
  • Photo attachment points
  • Scoring and calculations
  • Conditional logic
  • Multi-language support

🛠️ Auditor Tools

Data Collection

  • Photo Capture: Take and annotate images
  • Forms: Complete questionnaires
  • Comments: Add detailed observations
  • Scores: Rate compliance levels
  • GPS: Verify location
  • Timestamps: Automatic time tracking

Evidence Management

  • Photo gallery organization
  • Evidence tagging
  • Issue linking
  • Document attachment
  • Video capture (where enabled)
  • Audio notes

Offline Capabilities

  • Download assignments
  • Complete audits offline
  • Store photos locally
  • Queue submissions
  • Auto-sync when online
  • Conflict resolution

📊 Performance Tracking

Personal Metrics

View your performance data:

📈 Your Statistics:
- Audits completed (daily/weekly/monthly)
- On-time completion rate
- Issues identified
- Average audit duration
- Quality scores
- Compliance ratings

Team Comparisons

  • Leaderboards (if enabled)
  • Team average comparisons
  • Recognition badges
  • Performance trends
  • Improvement tracking

🚨 Issue Management

Creating Issues

During audits, auditors can:

  1. Identify Problem - Spot non-compliance
  2. Capture Evidence - Take photos
  3. Categorize Issue - Select type/priority
  4. Add Details - Describe problem
  5. Assign (if permitted) - Suggest assignee
  6. Submit - Create issue record

Issue Tracking

  • View created issues
  • Monitor resolution status
  • Add follow-up comments
  • Verify fixes
  • Close resolved issues (if permitted)

📱 Mobile App Navigation

Key Screens

  • Home: Schedule and assignments
  • Audits: Active and completed
  • Issues: Created issues list
  • Reports: View submissions
  • Profile: Settings and stats

Quick Actions

  • Start new audit
  • View today’s schedule
  • Capture quick issue
  • Access recent reports
  • Sync data

🎯 Best Practices

Audit Excellence

  1. Preparation

    • Review previous audits
    • Check requirements
    • Charge device
    • Download offline data

  2. Execution

    • Follow checklist order
    • Be thorough
    • Document everything
    • Be objective

  3. Documentation

    • Clear photos
    • Detailed comments
    • Accurate scores
    • Timely submission

Common Mistakes to Avoid

  • Rushing through audits
  • Poor quality photos
  • Vague descriptions
  • Missing required fields
  • Delayed submissions
  • Not syncing data

📚 Auditor Resources

Training Materials

  • Auditor Training Manual
  • Photo Evidence Guide
  • Mobile App Tutorial
  • Questionnaire Guide
  • Video walkthroughs

Quick Reference Guides

# Common Tasks
- Start scheduled audit
- Take and annotate photo
- Create issue from finding
- Submit completed audit
- View audit history

Support Resources

  • Mobile app helpdesk
  • Auditor community forum
  • FAQ section
  • Video tutorials
  • Peer support groups

⚡ Efficiency Tips

Time Savers

  • Use photo templates
  • Create comment shortcuts
  • Master keyboard shortcuts
  • Utilize voice input
  • Batch similar audits

Quality Improvements

  • Consistent photo angles
  • Standardized comments
  • Thorough evidence capture
  • Regular device maintenance
  • Continuous learning

🔧 Troubleshooting

Common Issues

  • Sync Problems: Check connection, retry
  • Photo Upload Fails: Reduce size, check storage
  • Form Won’t Submit: Verify required fields
  • App Crashes: Update app, clear cache
  • GPS Issues: Check permissions

This index is specifically for Auditor users. For other roles, see:

Last updated: 2024-01-25 | Auditor Access Level Required

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