The Audits tab in Forms

What the Audits tab is

Forms is where Verinode keeps every question you ask, internally or externally, in one place. It has three tabs: Surveys (questions you send to vendors, tools, or your team), Reviews (structured, signed assessments of a person or relationship), and Audits. Audits is the internal-checklist tab: it holds the self-run walkthroughs you conduct yourself, section by section, against a scored rubric, ending in a signature and a branded PDF.

Two audit templates ship with the product today:

• Internal Mock Audit Run Sheet. A dry run of a closed claim the way a carrier auditor would review it: pre-audit setup, documentation compliance, procedural compliance, customer communication, billing integrity, and a sign-off. 25 minutes, 7 sections, scored on a checkbox pass rate against a 90% target.
• Job Quality Audit. A rubric scored against a job, crew, or process: workmanship, documentation, safety on site, and customer experience, ending in a sign-off. 12 minutes, 7 sections, scored against an 85% target.

Verinode does not decide whether a claim file passes or fails. It walks you through the same checklist an auditor would use, records what you find, and hands you a signed record. You run the audit and make the call on what gets fixed before the real one lands.

Where to find it

Open the sidebar under My Data and click Forms. That opens /forms. At the top of the page, under the header, is a row of three rounded pill tabs: Surveys, Audits, Reviews. Click Audits to switch the whole page, hero, tiles, and lists, to the internal checklist forms. The active tab is filled in copper; the other two sit in muted text until you click them.

In the header, next to the page title, there are two buttons:

• Add Data (the universal data-entry button used across the platform). It opens the capture modal so you can upload, photograph, paste, dictate, or forward a document. It is not audit-specific; it is the same button every section carries.
• + Add Audit. This label only appears while you're on the Audits tab (it reads + Add Survey on the Surveys tab and + Add Review on the Reviews tab). Clicking it is how you start a new audit run. See below.

How the Audits tab filters your Forms records

Under the hood, every question you've ever asked, sent to someone else, run on yourself, or run about a teammate, lives in one table. What separates the three Forms tabs is a filter:

• Audits shows every record that was run on yourself (not sent to a third party) and that isn't one of the review templates. In practice today that means every Internal Mock Audit Run Sheet and Job Quality Audit run you've started or finished.
• Reviews shows the same kind of self-run record, but only the ones built from a review template (the 1-on-1 Performance Review).
• Surveys shows everything sent out to a vendor, tool contact, or team member for a reply.

So switching tabs doesn't reload the page, it re-filters the same underlying set of records and relabels the hero, the tile row, and the recent list to match.

The hero panel

Directly under the tab bar sits a large status panel.

Before you've completed an audit, it shows an empty-state hero:

• Eyebrow: "Audits · Find The Gaps Before The Auditor Does"
• Headline: "Conduct your first audit."
• Body: "An audit walks you through a closed claim the way a carrier auditor would. Each section is a checklist; pass / fail tracks against your target. Sign at the bottom and you have a branded PDF ready for the carrier or auditor file."
• A copper button, Conduct your first audit, which does the exact same thing as the header's + Add Audit button.

Once at least one audit exists, the hero switches to a filled state: a large percentage, labeled "pass rate," with a status pill underneath it reading Strong (60% or higher), Building (30 to 59%), or Low (under 30%), plus a sub-line telling you how many audits are open and how many runs you've completed so far. Two smaller tiles sit beside it: Active audits (with "in progress" or "none open" underneath) and Audit runs (with "across every audit" or "none completed yet" underneath).

The Explore row: four tiles

Below the hero sits a row of four tiles. Click any of them to open the same drill-in list, on the matching tab.

1. Active. The count of audits with status Active or Draft, meaning every audit you've started and not yet finished and signed (self-run audits don't get a true "draft" status the way external surveys do; an audit you started but haven't submitted shows here as Active). Underneath: "Run Your First Audit" if the count is zero, a pass-rate percentage once you have completed runs to measure, or "In Progress" if you have open audits but nothing completed yet to calculate a rate from.
2. Audit Runs. The count of completed audit responses. Underneath: "No Runs Yet" if empty, or once you have runs, "Latest" plus how long ago your most recent one landed.
3. Templates. The count of built-in audit templates, currently 2 (Internal Mock Audit Run Sheet and Job Quality Audit). Underneath: "Pre-Built Audit Sheets".
4. Closed. The count of audits that have been completed and signed. Underneath: "Historical Audits" once you have any, or "Completed Audits Land Here" while empty.

From your network (when present)

If your franchise HQ has pushed a survey to your network or issued a ready-to-use template, a From your network row appears above Explore, showing those items as tiles. This row is not filtered by which Forms tab you're on: the same network tiles show up whether you're viewing Surveys, Audits, or Reviews. Check the tile's own label before assuming it's an audit, it may be an HQ survey waiting on your reply or a template ready to clone.

Upcoming · next 30 days

If you've built a recurring audit (one set to run again on a schedule), it appears here as a tile showing when it next fires (Today, Tomorrow, "In Nd," or a calendar date), whether it's Recurring or Paused, its cadence (Weekly, Every 2 weeks, Monthly, Quarterly, Every 6 months, or Annually), and how many invitees are attached to it.

Empty state (verbatim): "No surveys scheduled to repeat. Toggle "Run on a schedule" when you build a survey to see quarterly tool checks, monthly vendor pulses, and annual reviews land here automatically."

Most recent

The eight most recently touched audits appear here as tiles, purple-accented (every audit and review is filed under the "Process" survey type internally, which is why you'll see a purple accent rather than the copper, teal, or amber used elsewhere on this page). Each tile shows the audit's title, a status label (active, draft, or closed), a reply percentage once the run has an invite recorded, and how long ago it happened. Click a tile to open the drill-in on the Active or Closed tab, scrolled to that record.

Empty state (verbatim): "Recently asked surveys appear here as you send them. Use a template from the Templates tile or click "+ Add Survey" to ask your first question."

The +Add Audit entry point

Clicking + Add Audit (in the header, or its hero-panel equivalent) opens a modal titled "Run an audit," with the body copy: "Pick an audit to run. The completion shell guides you through every section, captures a signature, and produces a branded PDF you can hand to a carrier or auditor."

Below that is a list of the available audit templates, each row showing:

• The template name and its estimated time (25 min for the Internal Mock Audit Run Sheet, 12 min for the Job Quality Audit)
• A one-line description
• Section count, question count, and checklist-item count
• Its pass target ("pass at 90%" / "pass at 85%")
• Whether it requires a signature (both do)

Select a template and click Start audit. Verinode creates the audit record and hands you into the completion shell, an overlay that walks each section in order, ending in a signature line. Submitting it computes your score against the template's target, closes the audit, and clears it from Active into Closed. There's no separate "close" button to click for an audit the way there is for an external survey, finishing and signing the last section closes it automatically.

If no templates are available (which shouldn't happen with the two built-in templates present), the modal instead reads: "No audit templates yet. Templates ship with the product. None are cataloged for this kind right now."

The drill-in views: Active, Responses, Templates, Closed

Clicking any Explore tile, any tile in Most recent, or any Upcoming tile opens a full-screen overlay with four scroll-snap cards along the top, one per view: Active, Responses, Templates, Closed. You can swipe or click between them without closing the overlay.

Active and Closed share the same table shape: a search box, a Type filter (All types, Vendors, Tools, Process, Supply, with a live count beside each), and a table with these columns:

• Survey (the title, with a "Lightning" badge if it's a one-question survey, and a subtitle showing the subject or lightning question where one is set)
• Type (a colored pill; every audit and review shows as Process)
• Sent to (the invite count, or a dash if none)
• Responses (completed / sent, with a percentage, or a dash if nothing was sent yet)
• Status (Active, Draft, or Closed, color-coded)
• Sent on the Active card, or Closed on the Closed card (the relevant date, or "Draft" if the record has neither)

For an audit specifically, "Sent to" and "Responses" stay at a dash while it's in progress (an audit doesn't record an invite until you finish and submit it), then both jump to 1/1, 100%, the moment you sign and complete it. Clicking any row opens that record's detail panel with its full breakdown.

• Active empty state (verbatim): "No active or draft surveys right now," with the notes "Use a template from the Templates tab to send your first," "Lightning surveys ask a single question, fastest path to data," and "Active surveys collect responses; drafts are saved but not sent."
• Closed empty state (verbatim): "No closed surveys yet," with the notes "Closed surveys appear here with their full response history" and "Close a survey from its detail panel when you're done collecting." (For an audit, you don't manually close it from a detail panel the way you would a survey: finishing the last section and signing closes it for you.)
• No filter matches: "No surveys match these filters," with the note "Try clearing the search or switching the type filter."

Responses is a flat feed of every completed reply across every Forms tab, filterable by rating band (High 4-5, Neutral 3, Low 1-2, or No rating) and searchable by name, email, title, or snippet. Columns: Respondent, Survey (with its type pill), Rating, Channel, and When. Since an audit is something you run on yourself rather than a rating a third party sends back, an audit's row here shows your own name as the respondent and a dash in the Rating column: there's no 1-to-5 score recorded on the invite itself, the audit's actual pass/fail score lives in its own signed record, not in this feed.

• Empty state (verbatim): "Responses appear here as your team replies," with the notes "Lightning surveys ask one question, fastest replies," "Email + SMS rates come back as raw 1-5 ratings or short text," and "Full surveys collect multiple answers per invitee."
• No filter matches: "No responses match these filters," with the note "Try clearing the search or switching the rating filter."

Templates always shows the survey template library (Vendor Assessment, Tool Feedback, Process Review, Supply Feedback), regardless of which Forms tab you opened the drill-in from. Clicking "Use this template" on one of these opens the Surveys create flow, not an audit run. To pick an audit template, use + Add Audit as described above.

Best-practice example

You've just finished a job for a carrier known for tight post-payment audits. Before filing the closing paperwork, open Forms, click the Audits tab, and click + Add Audit. Pick the Internal Mock Audit Run Sheet, work through the seven sections against that claim, moisture readings, containment, customer authorizations, billing line items, and sign it off. If a section falls short of the 90% target, you'll see it in your own answers as you go, before the real auditor does. The completed run drops into Closed with a branded PDF ready to attach to the file, and the Most Recent row on the Audits tab shows it the next time you open Forms.

Related reading

• The decision workspace
• Acting on decisions
• Forwarding documents
• Connecting your data