Creating and Managing Audits and Events
Creation date: 11/10/2021 11:22 am
Updated: 21/8/2026 5:13 pm
Audits & Events provides a record of audits, drills, meetings and other organisational events that need to be documented in Engage.
Quick steps
- Go to Audits & Events and select New Event.
- Complete the event details and add attendees or viewers.
- Save the event.
- Add Actions or Documents as the work progresses.
1 Create the event
Open Audits & Events, select New Event, and complete the form. Fields marked with a red asterisk are mandatory.
2 Add attendees and viewers
Invite Engage employees or external people where required. Use Add View Only when an employee should see the event but not edit it.
3 Record follow-up work
Open the saved event to add Actions and supporting Documents. Assigned employees receive Action notifications and due dates.
4 Retain the audit history
Keep Actions, documents and updates against the event so they can be reviewed later for assurance or audit purposes.
Need help? Contact support@engagesolutions.co.nz.