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Complete an audit form instance

Use the Form Fill page to review, complete and submit an audit form instance for your project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the audit form from your project​

From your project area, select the relevant audit and open its form instance to view all available sections.

Open the audit form from your project

Step 2: Review the form details and sections​

On the Form Fill page, review the form title, version and list of sections, including any indicators of progress or completion.

Review the form details and sections

Step 3: Complete a section of the form​

Select a section to open it, enter the required information into the fields provided, and save your changes so the section progress is updated.

Complete a section of the form

Step 4: Mark a section as complete or amend it​

When you have finished a section, mark it as complete, or reopen a completed section to amend responses if further changes are required.

Mark a section as complete or amend it

Step 5: Assign a section to another team member​

Use the assignment controls to allocate a section to another team member so they can provide or update the required information.

Assign a section to another team member

Step 6: Check overall progress and section completions​

Review the progress indicators and completion list for all sections to confirm everything has been filled in as expected.

Check overall progress and section completions

Step 7: Submit the completed audit form​

Once all sections are complete and reviewed, submit the form instance to finalise the audit and trigger any follow-up workflows.

Submit the completed audit form

Last updated: 2026-06-12