Create a random audit set

When you define the parameters of a random audit set, you determine which records that Civic Platform can randomly choose from for the audit. You can use several factors to define which records go into an audit set, including record type, completed date, assigned to staff, and inspection district. You can also define how many items to include in the audit set, either as a specific number or as a percentage of the items that fall within your parameters.

You can define your audit parameters to ignore any audit frequency settings that the agency administrator defined.

Example: If the agency administrator sets the audit frequency for the Licensing module to twelve months, you cannot audit a record in that module more than one time in any twelve-month period. When you create or edit an audit set, you can override the audit frequency settings for the record type by selecting Include Previously Audited Records.

To create a random audit set

  1. From the Sets page, select the Random audit tab. .

  2. Hover the mouse cursor over the New button to display a command menu.

  3. Select either Record audit or Inspection audit.

  4. Complete the required fields and others as needed. See Random audit details for field definitions.

  5. Select Submit.

    To generate an audit set, see Generate or regenerate a random audit set.