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Fill in and submit a site audit

Record what you find on an audit — the date, how it went overall, and the detail on each item you checked — so there's a proper record for the project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the audit form​

Go to the project or audit you're working on and open the audit form so you can start filling it in.

Open the audit form

Step 2: Enter the date of the audit​

Set the "Audit date" field to the day you actually carried out the audit. You need this filled in before you can submit.

Enter the date of the audit

Step 3: Give it an overall rating​

In the "Overall rating" dropdown, mark it as "Satisfactory" or "Needs improvement", based on what you found.

Give it an overall rating

Step 4: Add what you checked​

In the "Checklist" section, add each item you inspected, with a clear label so anyone reading it later knows exactly what was looked at.

Add what you checked

Step 5: Mark each item as pass, partial, or fail​

For every item on the list, choose Yes, Partial, No, or N/A so it's clear what the outcome was for each one.

Mark each item as pass, partial, or fail

Step 6: Flag serious issues and next steps​

For anything that needs more attention, set the "Severity" and "Disposition" to say how serious it is and what follow-up work is needed.

Flag serious issues and next steps

Step 7: Check it over and submit​

Make sure everything required is filled in, then submit the form. This saves the audit as part of the project record.

Check it over and submit

Last updated: 2026-07-04