Audits (e.g., brand audits, standards checks, safety audits, kitchen audits) can be fully digitised using Telsen’s scoring tools.

Audits in Telsen work best when you build them as scored workflows. This allows you to rate each question, track site performance, and compare results over time.

Follow the steps below to set up a digital audit workflow.

Step 1: Create a new workflow

1. Go to Workflows in the left-hand menu

2. Select Manage Workflows

3. Click Create Workflow

4. Choose Custom Workflow

Give your audit a clear name, e.g. Brand Standards Audit or Quarterly Operations Audit.

Step 2: Add your audit questions

For each audit question:

1. Create a new question in the workflow

2. Drag in the Single Select (Scored) answer type

3. Add your options along with their weighted scores

   • Example:

     • Yes = 2 points

     • Partially = 1 point

     • No = 0 points

This allows Telsen to automatically calculate performance scores during the audit.

Repeat this for each question until your full audit is built.

Step 3: Schedule the audit

We recommend that Audits should be scheduled as Ad Hoc workflows.

Why?

• Ad hoc audits can be completed whenever you need them

• They don’t repeat automatically

• Perfect for monthly, quarterly, or spot-check assessments

How to schedule:

1. Click Schedule Workflow

2. Select Ad Hoc

3. Assign the workflow only to yourself (or designated auditors), not the entire team

4. Assign it to all relevant Sites you plan to audit

This gives the auditor access to complete the audit at any time on any Site.

Step 4: Complete an audit

Once scheduled, the auditor can:

1. Open the Telsen mobile or desktop app

2. If the audit has been scheduled, they will see this under the Complete Workflows tab.

3. If it is adhoc, ensure you are on the correct site and Add Task

4. Select the Audit for that day

5. Work through each scored section

6. Upload photos and notes where required

7. Submit when complete

Scores calculate automatically, creating a consistent benchmark across Sites.

Step 5: Review audit results

Completed audits appear in:

• Reports 

• Go to the Site Report

• Scroll down to the Audit completed at the time 

Here you can view:

• Total score

• Score by section

• Evidence uploaded

• Auditor notes

• Performance changes over time

• Comparisons between Sites

This makes Telsen ideal for tracking standards and identifying improvement opportunities.

6. Best practices for digital audits

To get the most out of your audits:

✔ Use clear, objective scoring

Avoid subjective wording. Use predefined scales like:

• Yes / No

• Meets Standard / Needs Improvement

• 0 / 1 / 2 points

✔ Add evidence requirements

Photos and notes strengthen the validity of audit findings.

✔ Keep sections consistent

Use the same structure across all Sites for fair comparisons.

✔ Review quarterly

Regular reviews help measure improvement and identify training needs.

Next steps

You’ve now learned how to:

✔ Build workflows
✔ Schedule and assign them
✔ Edit and manage existing workflows
✔ Conduct audits
✔ Analyse and export results