Adding an Audit as a Buy-In for Customers

Adding an Audit as a Buy-In for Customers

You can buy into an existing audit in two different ways, depending on whether you know the target name or only the service type.

Option 1: Buy Into an Audit from a Known Target

Use this method if the target has already completed an audit and you know which target you want to buy into.

Navigate to the Targets section.

Find and open the relevant target.

Open the Audit section within the target.

Locate the audit you want to buy into. The button will go from looking like this to this 

Then proceed with the  .

Once you have clicked on Buy-In, a smaller page like this will appear.

Note: You can enter an Order Reference if you require too.

Then just click 

The buyin you just made will appear on the page similar to this

Here you can make a change if needed. If everything is ok, press  and you will be able to view the activity of the audit.

Option 2: Buy Into an Audit via Available Audits

From the main menu, expand Service Orders.

Select Available Audits.

Once you've opened this, a page like this will appear. 

Review the list of available audits once you have entered in the target details or the type of audit it is.

As you can see, in this example below, we have used our Test Target.

Select the audit you want to buy into.

Once selected, the  button will become available.

Click

Once you have clicked on Buy-In, a smaller page like this will appear.

Note: You can enter an Order Reference if you require too.

Then just click 

The buyin you just made will appear on the page similar to this

Here you can make a change if needed. If everything is ok, press  and you will be able to view the activity of the audit.

• Related Articles

• Requesting a new audit

  Requesting a new audit Step 1 – Download audit request template: If you do not already have a template available, please download the template attached to this article. Please ensure you have the latest template version. In doubt, you can download it ...

• Adding ECristal Property Information

  Below and attached to this article is a guide on how to add property information to your property in ECristal for it to be marketed on the Check Safety First website. After following the steps in this guide you should be able to view your property on ...

• Customer Guide for resending emails from Checkpoint when Not a Buyin

  In the “Service Orders” section, find the audit you would like to chase by searching for the Target name. Open the service order by double clicking on the row: Click the icon highlighted below to view the Target details: Navigate to the email log and ...

• Add new service order - Customer

  After logging into the Checkpoint system using your customer login. Add a New Service Order 1. In the "Service Order" section, locate and click the "ADD" button at the top right corner of the screen. Fill in the Service Order Details 1. After ...

• Checkpoint New Customer Onboarding

  ? Introduction Checkpoint is a cloud-based audit tool, specifically designed to assess and manage risk associated with tourism properties, service offerings and activities. This guide will walk you through the basics to get you started and help you ...