Completing an Audit on Mobile

1. Who Does This and Where

Roles: Any role with "Can Submit" access to the audit template. Typically District Managers, Area Managers, or designated Auditors completing store inspections. Sometimes Store Managers completing self-audits.

Where on mobile:

• Home screen — if the audit is assigned via a project, it appears as a task on the home screen with a due time
• Work tab → Tasks — all active audit tasks appear here
• Templates tab — for ad-hoc audit submissions (no project required, just open the template and start)

Device: Audits are commonly completed on a tablet (iPad or Android tablet) during a physical store walkthrough. The mobile experience is identical to the tablet experience.

2. Structure

1. Opening the Audit

If project-assigned: Tap the task on the home screen or Work tab → task detail opens → tap Start → audit opens.

If ad-hoc: Go to the Templates tab → find the audit template → tap Start Submission → audit opens.

The audit opens on the first section. If sections are configured to be collapsed by default, you'll see the section list and can tap any section to expand it and begin.

3. Navigating Sections

Long audits are organized into sections and subsections. Use the table of contents / section jump feature to navigate directly to any area. Tap the section name and the form scrolls directly there — no manual scrolling through 40+ steps to find the kitchen section.

The physical audit workflow: most auditors work through the store space by space — front of house first, then kitchen, then restrooms, then back of house. The section jump matches this physical workflow. Navigate to "Front of House," complete those steps while in that area, then jump to "Kitchen," and so on.

4. Completing Steps

• Pass/Fail and Multiple Choice: Tap the response button — Pass or Fail, Yes or No
• Temperature steps: Tap the field, type the reading from the thermometer
• Text fields: Tap and type your response
• Take Photo steps / Required Image on Fail: The camera opens automatically — take a clear, in-focus photo of the area being documented. Show the actual condition, not a generic overview
• Follow-up questions on fail: Answer the text prompt immediately — describe what was found, where, and any corrective action already taken

Auto-save is active throughout. If you're interrupted, exit with Go Back — not by force-closing the app. Your progress is saved.

5. Handling Fails During the Audit

When a step is marked as failed:

1. The camera may open — take the photo immediately, in context
2. A follow-up text field may appear — type a specific description before moving on
3. A confirmation may show that a corrective task was automatically created for another team
4. The step is recorded as failed with the photo and comment attached

Don't rush through fails. The fail documentation is the most important output of the audit. A failed step with a clear photo and specific comment is an actionable audit record. A failed step with no documentation is just a data point.

6. Score Visibility During the Audit

If the admin has enabled "Show score per step" in the template settings, the auditor can see the point value assigned to each step as they complete it. The running score may also be visible as a progress indicator at the top of the form.

If score display is hidden, the auditor completes the form without seeing the score until submission — this prevents auditors from strategically skipping high-point items or rushing through low-point ones.

7. Completing and Submitting

When all required steps are answered, the Submit button activates. Tap it. A confirmation screen appears showing the final score and rating label (e.g., "87% — Gold"). The submission is recorded immediately and is available for review in the template's submission history.

Any corrective tasks triggered by workflow automations have already been created in the background. Any notifications have already been sent. The moment you tap Submit, the downstream actions are complete.
This article guides you through completing a physical audit in Xenia, from starting the audit to submitting your final score. For more information, see related articles on audit best practices and troubleshooting.

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Reach out to our Support Team at Support@xenia.team