Features

Entity Management
- Entity types
- Multiple parent/child relationship hierarchies
- Configurable key dates
- Configurable user associations
- Per-user entity access permissions
Form Definition
- Graphical editor allows the entire form to be edited from a single screen
- Sections
  - Nested section hierarchy
  - Optional and option-controlled sections
- Questions
  - Free text and option-based questions
  - Fine-grained scoring definition for options
  - Critical fail and non-scoring answers
- Configurable compliancy and rating schemes
- Versioning
  - Draft, Live and Archived form versions provide data integrity by ensuring a form does not change once it has been filled in
  - Changes tracked to editing user
  - Configurable scoring methodologies
Mobile auditing client
- Complete forms and audits in the browser or on any Android device
- Offline data storage for auditing sites without internet access
- Take photos to support each answer
- On-device scoring to deliver a provisional result immediately
Form review process
- Flag sections, questions or options for manual review
- Two-way review conversation between reviewer and auditor, including file attachments, allows for clarification of responses
- Scoring override allows reviewer to manually re-score a response
Workflows and Activities
- Graphical workflow editor for modelling business processes
- Automatic and manual process control using a variety of triggers:
  - Time spent at current stage
  - Before, on or after key dates
  - In response to system actions such as form submission
- Automatic decision making: divert process flow by form results, ratings or other conditions
Reporting
- Dedicated reporting server prevents complex reports slowing down the main database
- Reporting sets allow reporting on concepts across multiple form definitions
- Multiple stock management reports, plus bespoke reports by agreement
Dashboards
- Configurable per-user dashboard layouts
- Real-time dashboard components provide an overview of live data
Emailing
- Editable email templates using Markdown or pure HTML
- Rich templating language for merging system data into messages
Security
- Fine-grained user permission model controls access to system functionality
- Flexible password policy specification, including password expiry
- Data-level access rules ensure your data is only available to the correct users
Modern admin interface
- Clean, user-friendly design
- Per-page help area for system-wide and user-specific help text
- Favourite pages stored online
- Notifications area