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    Looking to create an audit form for operations and marketing

    Asked by Murali Krishnan  on December 02, 2014 at 01:08 PM

    Hi there, 

    I am looking to create a comprehensive audit form that would help our company in auditing performance and reporting accordingly. Is this something that you have done before for retail? 

    Unidine is a food service management company with 250 locations across the United States. This would be a great tool that would assist in creating consistency and standardization. 

    Please reach out at your earliest convenience. 

     

    Kind Regards

    Murali Krishnan

    617-320-2629

    create and reporting consistency tool
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    JotForm Support

    Answered by david on December 02, 2014 at 01:54 PM

    Hi,

    Depending on what exactly you are looking for, you should be able to create just about whatever you would like with our forms.  There are several templates you can use to get you started, here are the ones pertaining to audits specifically:

    https://www.jotform.com/form-templates/search/audit

    If there is something along the way you need help with specifically when building your form, just let us know and we will be happy to help.

  • Profile Image

    Answered by Murali Krishnan  on December 05, 2014 at 08:57 AM

    Hi David, 

    Thanks for sharing the link. There are a couple of things that I would need in developing this audit. This is something that I would need for both the retail and operational setting within our business. The forms are straightforward for the most part but would require some logic based questions and also the capability to upload photos as well. Integration with sales force and marketo will be a huge plus 

    Additionally, I would need to understand what the backend reporting looks like since I would like some of our business owners to receive these reports and maintaining the database.  Please let me know if we can set up a time to discuss further. 

     

    Kind Regards

    Murali

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    JotForm Support

    Answered by david on December 05, 2014 at 12:01 PM

    Hi,

    Though we do not do consultations or contract work, I do believe that our forms are capable of what you require.  I'll go ahead and list off our guides pertaining to what you need;

    First would be for conditional logic in your form:

    http://www.jotform.com/help/57-Smart-Forms-Using-Conditional-Logic

    Second for uploading images:

    http://www.jotform.com/help/29-Upload-Field-Allowed-File-Types

    Third for Salesforce integration:

    http://www.jotform.com/blog/54-Flexible-Data-Integration-with-Salesforce

    Lastly, from all your data, there are many different types of reports you can run:

    http://www.jotform.com/help/chapter-6-Reports

    Let us know if there is anything else we can help you with and we will be happy to do so.