Skip to main content

My Schedule

My Schedule displays audits planned for the user. The "My Schedule" section shows all overdue audits and scheduled audits for the next 8 days.

Accessing "My Schedule"​

Step 1: Go to the "My Schedule" Section​

  1. Log into the system with your account.
  2. In the main menu, select the "Planning" section.
  3. Open the tab "My Schedule" (it appears first).

The "My Schedule" section in the "Planning" menu | AuditBLOOM

Step 2: Review Overdue Audits​

  • Overdue audits are displayed at the top of the page under the header "Overdue Audits".
  • The "Overdue Audits" block appears only when such audits exist.
  • Each overdue audit is presented as a record with the following information:

    • Audit name and frequency: For example, "Office Space Inspection - Daily".

    • Audit object: For example, "Lviv - Store 1".

    • Expired deadline: The date and time when the audit deadline passed.

    Review overdue audits | AuditBLOOM

Step 3: Review Scheduled Audits​

  • Below the overdue audits, scheduled audits for the next 8 days are displayed.
  • Audits are grouped by dates. Each group contains the date and a list of audits for that day.
  • The group with the current date is highlighted with a blue background.

Review scheduled audits | AuditBLOOM

Actions for Overdue Audits​

Step 1: Open Audit Details​

  1. Click on the record of the overdue audit in the list.
  2. A window will open "Schedule Actions", displaying detailed information about the audit.

Step 2: Review Audit Information​

  • Audit name: For example, "Office Space Inspection - Daily".
  • Status: "Overdue" or "Scheduled".
  • Author: The person who scheduled the audit.
  • Audit object: The location where the audit must be conducted.
  • Execution period: The start and end date and time for the audit.
  • Assigned to: The person assigned to the audit (your name).

Review audit information | AuditBLOOM

Step 3: Choose an Action​

The window offers two buttons:

  1. "Start Audit":
    • Click to proceed with performing the audit.
  2. "Cancel Audit":
    • Click to cancel the audit if you cannot or do not plan to complete it.

Step 4: Canceling an Audit​

  1. Click the button "Cancel Audit".

  2. The system will request a cancellation reason.

    • Enter the reason in the provided field.

    Audit cancellation confirmation window | AuditBLOOM

  3. Confirm the action.

  4. The audit will be canceled and removed from the overdue audits list.

  5. The canceled audit will appear in the "Canceled Audits" tab.

    Canceled audit in the "Canceled Audits" tab | AuditBLOOM

Notes and Tips​

Notes and Tips
  • Importance of timely audits: Overdue audits indicate a breach in the inspection schedule. It is recommended to complete audits on time or promptly notify if they cannot be conducted.
  • Canceling audits: Before canceling an audit, ensure it will not negatively affect control and reporting processes in your organization.