A1 AuditEvidence • Integrity • Quality

HomeComplete Example

A visual, end-to-end walkthrough

From the Library to a final audit report—and then to audit trends.

See exactly how a user would move through A1 Audit: from downloading a HACCP questionnaire, to selecting questions, capturing findings and evidence, refining the report, switching to Windows for final polish, and using Audit Dashboard Reports for trend visibility.

Start the journey See the app flow first

This page now follows the same structured, visual workflow style as the rest of the site—only richer and more story-driven.

See the whole app flow at a glance

How the user moves through A1 Audit

Before reading the detail, start with the big picture. The chips below show the main screens and the key outcomes at each stage.

1

Regulation Library

Find and download the HACCP questionnaire.

Dashboard → Regulation Library
2

Audits

Create the pre-opening audit and add the date to the agenda.

Dashboard → Audits
3

Audit Detail

Select questions, conduct the audit and build the evidence trail.

Audit Detail → Step 1 / 2
4

Reporting

Amend the Draft Report and generate the Final DOCX.

Audit Detail → Draft / Final Report
5

Windows

Import the audit package and do final comfort review or Word finishing.

Export .a1gxpx → Windows
6

Audit Dashboard Reports

Compare multiple audits and identify recurring issues.

Dashboard → Reports

The complete route

A practical story instead of isolated features

Harbour Table Café needs a source questionnaire, a selected scope, a traceable audit, a good report and later proof that the business is improving. A1 Audit links all of that together.

Dashboard→Regulation Library→Audits→Audit Detail→Preparation→Start your audit→Draft Report→Final Report→Audit Dashboard Reports
1

Find the right source

Download the HACCP questionnaire from the Regulation Library

Screen routeDashboard → Regulation Library → Search “HACCP” → Open questionnaire

Instead of creating a checklist from scratch, the café begins with the appropriate source. Open the Regulation Library, search for HACCP, and add the questionnaire to the device Library.

  1. Open Regulation Library from the Dashboard.
  2. Search for HACCP.
  3. Open the questionnaire and review the description.
  4. Choose Download or Add to Library.
2

Create the audit record

Open Audits and create the pre-opening audit

Screen routeDashboard → Audits → Create Audit

Create a new audit named Harbour Table Café – Pre-opening HACCP Audit. Fill in the available information so the audit can be planned, identified and reported properly.

Audit titleHarbour Table Café – Pre-opening HACCP Audit
Audit typePre-opening food-safety audit
Planned date15 August 2026
Lead auditorYour assigned auditor

After saving, open the audit in the Audits list. The next screen is Audit Detail, which becomes the central control point for the whole audit journey.

3

Step 1 in Audit Detail

Prepare the exact question set you want to use

Screen routeDashboard → Audits → Select audit → Audit Detail → Step 1: Preparation

The HACCP questionnaire can contain many questions. This screen lets you select the ones that actually matter for this café.

Expand onceShow the chaptersExamples: Personal hygiene, Cleaning, Refrigerated storage.
Expand twiceShow the questionsExamples: “Are temperature records complete?”
  1. Expand the source once to see the chapters.
  2. Expand a chapter again to see the individual questions.
  3. Tick the questions relevant to Harbour Table Café.
  4. Scroll back to the top and tap Done.
4

Step 2 in Audit Detail

Start your audit and capture the story behind every question

Screen routeAudit Detail → Step 2: Start your audit → Checklist Mode → Select chapter → Select question

Work through the selected checklist. The app keeps the answer, notes, findings, evidence and document references connected to the same question so nothing gets lost.

A

Answer

Record the status or conclusion of the question.

N

Notes

Add context, observations or clarifying details.

F

Findings

Describe the non-conformance or risk precisely.

E

Evidence

Attach photos and add meaningful evidence descriptions.

D

Document references

Link the procedures, forms or records that were reviewed.

Q

Question-linked audit trail

Keep everything attached to the right question for reporting later.

Worked example

Refrigerated storage

Question: Are raw and ready-to-eat foods stored separately?

Finding: Raw chicken was stored above uncovered prepared vegetables, creating a cross-contamination risk.

Evidence: Photograph of the refrigerator shelving arrangement.

Worked example

Allergen management

Question: Is current allergen information available for all menu items?

Finding: The allergen matrix did not include three newly introduced menu items.

Document reference: DOC-FS-009 – Menu Allergen Matrix, draft version.

Search and filtersUse them to focus on relevant chapters or unanswered work.
Quick approveUse efficient review controls where appropriate without losing judgement.
Checklist ModeGood for a structured, question-by-question route.
Findings and Evidence viewsGreat for reviewing the audit from a different angle.
5

Steps 4–6 in Audit Detail

Shape the Draft Report, then generate the Final Report

Screen routeAudit Detail → Step 4: Draft Report → Step 5: Response Documents → Step 6: Final Report

This is where the report becomes reader-friendly. You can control what is shown and improve how information reads in the final DOCX.

Show or hide

Regulation / source

Decide whether the regulation or source wording should be visible in the report item.

Visible for full traceability
Show or hide

Question text

Keep the question visible when context is needed, or hide it when the conclusion already reads clearly.

Optional per report style
Amend for report

Notes and findings

Turn short field notes into polished report wording.

Amend for report

Evidence and documents

Improve the descriptions so each item is meaningful to a reader who was not present.

Audit record→Draft Report amendments→Final Report

Draft Report changes flow forward into the Final Report. That lets you refine wording without overwriting the original audit history.

Original field wording

Missing freezer checks.

Refined report wording

The freezer temperature log did not contain documented checks for 6, 7 and 8 August 2026. No documented investigation or follow-up was available.

6

Use the best device at the right moment

Conduct on mobile, then continue on Windows for comfort and final touch-ups

Mobile routeAudit Detail → Export encrypted audit package (.a1gxpx)
Windows routeA1 Audit for Windows → Import Audit → Review import preview → Continue reporting

Many users will want the phone for site work and the Windows app for comfortable review, longer wording and final document handling.

Phone / tablet Ideal for live auditing and taking evidence photos
→
.a1gxpx Encrypted transfer package
→
Windows app Ideal for detailed review and report finishing
→
DOCX / Word Final presentation adjustments and PDF output
Smart Merge

Do not overwrite work blindly

If the audit already exists on Windows, review the import preview and decide between old, merge or new.

Notes Findings Evidence Document refs
Final touch-up

Use Word for the finishing layer

Add a cover page, fix page breaks, resize images, add a signature section or create a PDF—while keeping the original A1 Audit-generated DOCX preserved.

What the business ends up with

One connected audit story instead of scattered notes and loose documents

Harbour Table Café now has a source questionnaire, a tailored question set, a traceable audit record, a polished Draft Report, a Final DOCX and measurable follow-up trend information.