Compas Blog

Customize your ‘Yes / No’ Questions to Increase the Efficiency of your Audit Team

Improve auditor productivity by removing unnecessary keystrokes and automating information distribution

Compas supports fifteen different question types for collecting operational audit data. One of the popular question types is the simple ‘Yes / No’ question. However, even this basic question type allows a significant amount of customization to occur in order to enhance the efficiency of your audit team.

Navigate to the audit administration tool, available via the Web, and set the following customizations:

Question notifications are set based on the result of a given question and can ensure prompt attention is paid to important issues. Distributed via email or eFax, users may set the notification template, establish rules to determine who will receive the notification and establish the triggers for distribution (ex. distribute when a desired answer is received and when an audit is approved).

Priority questions allow the user to change the nature of the question to a required or critical question. A required question must be completed prior to submitting an audit. A critical question, coupled with grade style scoring, may be used to escalate an issue quickly and inform management that a significant violation has occurred.

Pre-canned action items and comments allow the auditor to select from a list, standardizing responses to specific issues and enhancing the overall productivity of the field team.

Help text may provide on the spot suggestions, information about best practices and tips to clarify question interpretation.

Pre-answer functionality allows you to immediately answer a question when beginning an audit based on a variety of different rules. The question may immediately default to the most common response, pre-populate based on the previous audit score or the previous answer from the most recently completed audit. You are also able to pre-populate using custom imported values from an outside data feed.

Action items may be managed in a number of ways. The user may set the default number of days before an action item is due and the individual it is assigned to. You may also set a required action item for a specific question as well as a required number of actions which must be completed.

Question default options enhance the overall usability of the platform. A default priority may be set for all action items, default help text display controls the visibility of instructional text on the audit detail report, the default privacy level allows you to change access levels for a given question and the default tab option is a catch-all section that controls the visibility of specific items in the answer details box.

By taking advantage of the extended functionality of the ‘Yes / No’ question type, you can reap the benefits of a more powerful and efficient audit program.