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.

Step 2 – Fill out the request template:

Add the details of all your targets to the template. Each target should be on a separate row. Each field is described below:

Target Reference Number (If Known)	Our unique reference for the property. If you already know the Target Reference number of the Target, please add. Otherwise, leave blank
Target Name	The name of the property you would like to audit	Mandatory
Target Address Line 1	Address details of the property you would like to audit.	Mandatory
Target Address Line 2	Further address details if applicable
Target Town or City	The Town or City the property is located in	Mandatory
Postcode	The postcode of the property
Target Destination or Resort	The Destination or Resort the property is located in	Mandatory
Target Country	The Country the property is located in.	Mandatory
Email Address	An email we can use to contact the business being audited.	Mandatory
Contact Name	The contact name of the target
Contact Telephone Number	The contact telephone of the target
Service Type	The audit type you would like to request	Mandatory
Customer Reference Tag #1	Your own unique reference for the property if you have one available. This can be used for reporting and locating your records in the system. Include GIATA if you have this.
Customer Reference Tag #2	If you have multiple unique references, add additional.
Customer Reference Tag #3	If you have multiple unique references, add additional.
Data complete	This indicates whether all mandatory fields have been added	Internal Usage

Step 3 – Send request to helpdesk:

Please send the completed template to Support.checkpoint@intertek.com and await the results of matching process. This process searches the system database and try to find the closest matching records to those provided in the template. Once complete, we will return the template to you with some additional columns:

Fuzzy Target reference	The unique reference for the closest matching record in checkpoint to the Target details that were provided.
Fuzzy Target Name	The property/company name of the closest matching record in checkpoint to the Target details that were provided.
Fuzzy Target Address	The address details of the closest matching record in checkpoint to the Target details that were provided.
Fuzzy Target Country	The Country the closest matching record is located in
Most recently completed physical audit	The audit type of the most recently completed audit for the matched record. (We send this information in case you would like to buy in)
Audit Date	The date the most recent audit was completed. (We send this information in case you would like to buy in)
Most recently completed self assessment	The audit type of the most recently completed audit for the matched record. (We send this information in case you would like to buy in)
Audit Date	The date the most recent self assessment was completed. (We send this information in case you would like to buy in)

Step 4 – Reply to Fuzzy match:

Once you have received the results of the fuzzy match, please verify that each match is correct and mark any incorrect matches in the template. You should also indicate if you would like to purchase the results of the completed audits, and send the completed template back to us. Once these steps have been completed we will start the process of loading your requests on to the system.

Step 5 - Confirmation audits have been added

Once we have added the audits onto the system, we will send you a summary report with all the relevant details.

• Related Articles

• 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 ...

• Add on an audit as a buy-in for customers

  Add on an audit as a buy-in for customers If a target has completed an audit that you would like to buy into, find the target within the target section Open up the target. Go to the audit section Once you find the audit that you would like to buy ...

• Checkpoint Customer Standard Reports

  Here is a list of checkpoint standard reports along with a brief description. Name - AA With IGWH Indication Parameters - Date From and To Description - All audit activities along with other details within CP, which also includes Internal Gas Water ...

• Defect Closure Guide

  Step 1 – Access your recommendations: Access your recommendations by clicking “View Recommendations” in the email you received from us, following completion of an audit. If you did not receive this email, please contact Checkpoint Support ...

• 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 ...