Running and signing an audit or review

What this is

The completion shell is the screen where you actually answer an audit or review, question by question, and sign it off. It is the same shell whether you are running an internal mock carrier audit, a job quality walkthrough, or a quarterly 1-on-1 with a team member. Verinode never fills in your answers or scores you behind the scenes: it presents the sectioned checklist from the template you picked, saves your progress as you go, and once you submit, computes the pass rate from the scoring rule attached to that template and hands you a branded PDF. You do the audit. Verinode holds the form, the draft, and the record.

Where to find it

Open Forms from the sidebar (under My Data) at iq.verinode.ai/forms. Forms has three tabs across the top: Surveys, Audits, and Reviews.

• On the Audits tab, click + Add Audit to open the Run an audit picker.
• On the Reviews tab, click + Add Review to open the Run a review picker.

Both pickers list the templates available for that tab. Each row shows the template name, its estimated time in minutes, and a summary line: how many sections, how many questions, how many checks, the pass target where the template scores by percentage, and whether it requires a signature. For example, the Internal Mock Audit Run Sheet reads "7 sections · 23 questions · 14 checks · pass at 90% · signature required." Select a template (a filled copper dot marks the selection) and click Start audit or Start review. Verinode creates the record and opens the completion shell as an overlay on top of Forms, no page navigation.

You can also land on the completion shell from a decision workspace's Run audit button when a plan step calls for one, and from a direct link at /forms/audits/<id>/run (used for older bookmarks). That standalone page carries a "← Back to Forms" link back to the Audits tab.

No templates yet

If a picker has nothing to show, it reads:

• Audits: "No audit templates yet. Templates ship with the product. None are cataloged for this kind right now."
• Reviews: "No review templates yet. Review templates ship with the product. More land in upcoming releases."

Verinode ships three ready-to-run templates today. Internal Mock Audit Run Sheet (Audits, about 25 minutes) walks a closed claim the way a carrier auditor would, across pre-audit setup, documentation compliance, procedural compliance, customer communication, billing integrity, and action items, and requires a Project Manager signature. Job Quality Audit (Audits, about 12 minutes) scores the quality of a job, crew, or process across workmanship, documentation, safety on site, and customer experience, and also requires a Project Manager signature. 1-on-1 Performance Review (Reviews, about 15 minutes) walks a manager through five rating dimensions on a team member plus open strengths, gaps, and a forward look, and requires a Manager signature. Additional compliance-framework templates can appear in the same pickers as Verinode's research library grows; they load in a beat after the built-in three, so the list can briefly show just the three before more appear.

Answering the questions

Inside the shell, questions render one after another under a hairline rule, grouped into their template's sections when it has them (a bold section header like "Documentation compliance" divides the groups). Each question shows its position (#1, #2, and so on), its label, a red asterisk if it is required, and, where the template supplies one, a line of help text underneath explaining what the question is really asking.

Six question types appear, depending on the template:

• Rating. Five numbered buttons, 1 through 5, with "1 = Poor · 5 = Excellent" beside them (a specific template can relabel the ends in its help text, for example "1 = bulletproof, 5 = expecting a fight"). Click a number to select it; the selected button fills copper.
• Yes/No (binary). A row of pill buttons, usually "Yes" and "No" but sometimes a template supplies its own set (the 1-on-1 review uses "Yes," "Not yet," "Already done" for one question). Click one to select it.
• Checkbox. A single checkbox with the label "Mark when complete" until you check it, then "Confirmed." Used for pass/fail compliance items like "Photos are timestamped and labeled by area."
• Text. A free-text box with placeholder "Type your answer…", for open questions like naming the claim number or writing coaching notes.
• Score. A number field. If the question carries a pass threshold, Verinode shows "Pass at N" beside it, and once you enter a value it adds "Pass" (green) or "Below threshold" (red) depending on whether your number clears the bar. This threshold is set by the template itself, for instance the Mock Audit's moisture-reading count, not a peer benchmark.
• Signature. A name field. Type your full name and Verinode timestamps it immediately; underneath, it echoes back the signer's role (if the template names one, like "Project Manager") plus the name and the exact date and time signed.

Auto-save and progress

While you work, Verinode auto-saves your draft every 10 seconds, but only when something has actually changed since the last save. If you open the form and step away without touching anything, nothing gets written until you make an edit. Auto-save is silent: there is no confirmation dialog, just a small "Saved h:mm" timestamp that appears in the footer next to your progress once the first save lands.

The sticky footer at the bottom of the shell always shows:

• "X of Y answered", a live count of how many questions currently have a value, against the total question count.
• A thin progress bar filling left to right as you answer more questions.
• The "Saved h:mm" timestamp, once autosave has fired at least once.
• The Submit audit (or Submit review) button.

Close the overlay or navigate away before submitting and your answers are exactly as good as your last auto-save: reopen the same audit later and the shell rehydrates every answer from that draft, so nothing before your last 10-second checkpoint is lost.

Submitting

Click Submit audit. Verinode checks two things before it will let the run close:

1. Every required question has an answer. If any are missing, the button does nothing and an error appears in the footer: "Answer required for N question(s) before submitting."
2. If the template requires a signature, the signature question has a name in it. If not, the footer reads "Sign the form before submitting."

Both checks run again on the server when you submit, so a client-side workaround cannot slip an incomplete run through. Once it passes, the button reads "Submitting…" while it writes, then the survey closes: its status flips to closed, a closed timestamp is stamped, the draft is cleared, and the shell swaps in place to the summary view. This whole exchange happens without a page reload.

The inline summary

Once an audit or review is closed, opening it again shows the summary instead of the form. At the top:

• A label reading "Audit complete" in green.
• The pass rate, a large percentage, when the template scores by percentage.
• "Target N% · Passed" in green, or "Target N% · Below target" in red, comparing your score against the template's own target.
• The closed date and time, right-aligned.
• An Export PDF button and, beside it, "Branded with your company name and signature."

How the pass rate is computed depends on the template's scoring rule:

• Checkbox count. The percentage of the checkbox and Yes/No questions marked true or "Yes." Text, rating, and score questions do not count toward this style of score even if the template includes them; they still display individually below.
• Rating average. The average of every rating question, scaled to a percentage of 5 (a 4.5-star average becomes 90%).
• Composite. A weighted blend across ratings, score-threshold pass/fail, and checkbox/binary questions, using weights the template assigns per question. None of the three built-in templates use this style today, but Verinode supports it for future ones.

Below the headline, every question reappears in its section, in order, each showing its answer formatted for reading: a rating shows "4 / 5," a score with a threshold shows "5 (pass at 3, Pass)," a checkbox shows "Confirmed" or "Not confirmed," a signature shows the signer's name and the date signed, and text answers show exactly what was typed. A question left blank (only possible for optional ones, since required questions block submission) reads "Not answered."

Exporting the PDF

Click Export PDF from the summary to open /api/forms/audits/<id>/export-pdf in a new tab. The PDF is generated fresh, branded with your company name and, when you have one set in your profile, your logo. It carries the same section-by-section breakdown as the inline summary, your pass rate against the target, and a signature line when the template requires one. Verinode also caches the rendered file in storage so re-downloading later does not require regenerating it. Export is only available once a run is closed; there is nothing to export on an in-progress draft.

Re-running an audit

Running the same template again starts a brand-new record rather than overwriting the closed one; nothing you already submitted is replaced. This is deliberate, so a monthly mock audit or a quarterly 1-on-1 builds a real history over time rather than a single form that keeps getting reused. Each run gets its own closed timestamp, its own pass rate, and its own PDF.

Related reading

• Audits and reviews: templates and scoring
• The decision workspace
• Acting on decisions
• Understanding your margin

Data sources