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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
Support and training