Creating 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. For 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. Navigate to the Sets portlet and click the Random Audit tab.

    Civic Platform displays the Random Audit list and detail portlet.

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

  3. Select either Record Audit or Inspection Audit.

    Civic Platform displays the new random audit set form.

  4. Complete the fields as required with available data. See Random Audit Set Fields for field definitions.

  5. Click Submit.

    Civic Platform creates the set and adds it to the list of random audits. The set contains no records until you generate the audit set.

    To generate an audit set, see Generating or Regenerating a Random Audit Set.