In Audit Management, a Site is the specific location or facility being audited. Each audit must be linked to a site to ensure results are tied to the correct location and its related records. Sites store essential information such as location details, contact information, and associated documents. Proper site setup ensures accurate scheduling, record-keeping, and reporting.
When to Add a Site
Add a site whenever you need to audit a new location or facility that is not already in the system. This step is essential to ensure audits are correctly assigned, tracked, and reported for that specific site.
You should add a site when:
A new facility or location is being introduced to your audit program.
Existing site information is missing or incomplete in the system.
You need to update site details that affect scheduling or contact assignments.
How to Create a New Site
Step 1: Go to the Auditing > Sites tab.
Step 2: Click New and select the appropriate site type:
Supplier Site — an external vendor location
Internal Site — a facility owned by your organization
Partner Site — a location operated by a business partner
Choose the type that best fits the site you’re adding. For example, to add an external vendor location, select Supplier Site.
Step 3: Complete all necessary fields. Be sure to scroll down to fill out all of the sections.
Step 4: Click Save.