Compliance UK
Docs field manual

Run an audit

Start an audit such as infection control, answer one question at a time, choose who fixes any problem and then sign the result.

Staff, managers and owners can run an audit when it is due.

What you'll need

For the Infection control audit (HTM 01-05), the completed output from the IPS audit tool, as a photo or PDF.

Steps

  1. Open Audits.
  2. Press Start audit and choose the audit from the list.
  3. For the infection control audit, upload the Completed IPS audit tool output first, then press Next question.
  4. Answer each question with Yes or No, add an action. Some also offer Not applicable.
  5. After a No, add an action, choose Who and By when, then press Next question.
  6. On the Check and sign page, deal with anything under Before you can sign.
  7. Press Sign and finish audit. You will see Audit signed.

The result shows your score and whether the target was met. It is your own self-assessment. Each No goes on the Action plan.

If something goes wrong

  • You need to stop. Your answers save as you go. Come back to Audits and press Continue.
  • Sign and finish audit is greyed out. Press the items listed under Before you can sign to go straight to each one.
  • This answer needs a photo as evidence. Add one with Add a photo before you move on.
  • The audit asks about patient records. Use initials or a reference only, never a name.
  • No audits to start. Each audit is up to date, and they appear when the next one falls due.
  • A Confirm signature box appears. Your practice uses stronger signing. Choose Continue with passkey or Use authenticator code.
  • An answer did not save. Enter it again to retry.

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