Be ready for the audit before anyone asks.
An audit trail on every record today. Next: scheduled audits and checklists, findings with owners and due dates, policy acknowledgements and reports you can hand straight to an auditor.
Audit trail
Every record already keeps its own history.
This part works today. Every change in GoToFix is logged with who made it and when - on assets, leads, tickets and people. Nothing is overwritten without a trace.
- Who changed what, and when, on every record
- Signed asset handovers and acknowledgements in Asset Management
- Exit checks that block deactivating anyone who still holds assets, in Employee Management
Checklists & findings
Audits that end with owners, not spreadsheets.
Schedule periodic asset verification or office and site audits. Tick items off as you go - anything missing becomes a finding with an owner and a due date.
This is how we’re designing it. Try the checklist: tick what you find, mark what you don’t.
Policies, evidence & reports
Proof that people read it, and proof it was fixed.
Policy acknowledgements with reminders, evidence on every finding and audit-ready reports - what we’re building next, alongside checklists.
Scheduled audits
Repeat a checklist monthly or quarterly for each office or site, with one owner for each run.
Evidence on every finding
Photos and files attached from the phone, so the proof sits with the finding.
Audit-ready reports
What was checked, what was found and what was fixed - with names and dates.