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MyFieldAudits Support

To ensure your audits are tracked accurately and appear in reporting, always start audits from the 

 use the ➕ button or the "Fill Out Audits" section. These create 

 audits that are not linked to the schedule and will not be counted in reports.

 to view your assigned schedule. Do not tap the ➕ button, which starts an off-schedule audit.

 from the sidebar menu to access scheduled audits.

Open the MyFieldAudits app on your mobile device. Enter your email and password, then tap 

 to access your account. If your organization uses Single Sign-On (SSO), tap 

After logging in, you’ll land on the home screen. Tap 

 to view your list of scheduled audits. This opens your personalized schedule, where you can select and begin the appropriate audit.

, you'll see your schedule of assigned audits. Locate the one you need and tap to view details.

 to begin. This will open the first section of the audit for completion.

Work through each section of the audit, selecting the appropriate responses and adding comments or photos as needed. Use the audit overview to track your progress—

Step 1: Log In and Navigate to "MySchedule"

 using your credentials. Once logged in, use the left-hand menu and click on 

. Audits completed from that section are 

 appear in reports or count toward completion.

Step 2: Start the Audit from the Schedule

 page, locate the audit you need to complete. Click the 

This links the audit to the schedule and ensures it’s tracked correctly. Starting from any other screen will create an off-schedule audit that will 

Work through each section of the audit, answering all required questions and adding comments or photos if needed. Once all sections are marked complete, click 

You’ll see a confirmation message and your score. The audit will now appear as 

 in your schedule and be included in reporting.

🎯 Getting Credit for Your Audits: Use the Schedule

Our platform includes several features designed for regional-level users, helping you focus on what matters most:

Which communities are completing their audits?

What are residents saying about their experience?

 Treat this as your central hub for any quick stats you want to look at, such as who's completing their audits or what items need your attention.

From there, we recommend heading over to your 

 This will give you a nice visual of which communities in your region are completing their audits and how well they are performing.

 is another great resource for tracking which audits have been getting done and which aren't across your region. 

To view what your teams are finding within their audits, go to your 

. This will break down their findings and allow you to uncover possible trends and areas to focus on in your region, while also calling out areas that are running on all cylinders.

These are what your Executive Directors and their onsite teams produce and assign when they find something that is worth being followed up on and corrected.

 are the most direct and efficient way in our program for you and your teams to communicate with each other regarding problem areas, take advantage!

By centralizing coordination, communication, and emphasizing consistent action plans, you can create a more efficient approach to managing your region and beyond.

If your region is utilizing our resident feedback portal, be sure to review the feedback under the 

Using this guide as a resource, consider organizing regular meetings to discuss audit results, share best practices, and reinforce expectations, or even conduct training sessions to address recurring issues or emerging trends that are being identified. These will ensure your region is operating at its peak of quality for your residents.

 to gain more insight into our platform!

Regional Directors

This article provides guidance on using MyFieldAudits to manage your community effectively. It will help you answer questions such as:

Which of my teams are completing their audits as they should be?

How do I help them with more pressing issues that need my attention?

 Treat this as your central hub and starting point for any quick snapshots you would like to dive further into, such as 

, overall compliance, and resident feedback, to name a few.

Step 2. Check your Audit Compliance Report

 so you can keep a tab on which of your teams are (or aren't) completing their audits.

Utilize the information in front of you to highlight any teams or team members that are not adhering to compliance standards that have been laid out. Without your teams performing their audits, no valuable information can be looked at!

Note: The fractions you are seeing represent the total number of audits completed versus the number that should be completed for that time period.

 2/10 means 2 audits have been completed within a time period that requires 10 audits being completed  

From there, we recommend to head over to your 

. This will give you valuable insights into what standards are being followed, 

Use this report to focus on instances that are starting to look like 

 Conversely, call out team members who are going 

 in their duties to ensure a top quality of living for your residents. 

Every time a member of your team finds something worth following up on, they should assign it to someone like yourself as an 

more time-sensitive or important than others

, ensuring all facets of your community are running smoothly. Regularly review and update action plans as needed to track progress and 

adapt to changing circumstances and standards.

Be prepared for when those state inspections happen!  

Action Items are an integral part of keeping your community the best it can be. It is the most direct tool in our program for your onsite teams to communicate with you regarding issues they are facing, 

If your community is utilizing our resident feedback portal, be sure to review the feedback under the 

As an executive director of a senior living community, you are entrusted with a unique and significant responsibility. Engaging with the above tools will ensure your community is being run at a proper rhythm at its absolute peak of quality, with your teams performing at their most efficient. 

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