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MyFieldAudits Support

 mobile app. Enter your email and password, then tap 

If you're already on a different screen, tap the 

 tab at the bottom to return to your audit options.

There are two ways audits may be started in the app. Some users will see a list of assigned audits, while others must manually select the area and audit type. Expand the option below that matches what you see.

Review the open audits available to complete at the top of the page.

Select the audit you’d like to complete.

 button — this begins an off-schedule audit.

🔸 If You See a “Start an Audit” Button

🔍 Not sure which audit to select? Check with your supervisor or refer to your audit schedule.

Tap each section and respond to all items (thumbs up/down, N/A). Add comments or photos where needed. If a question requires follow-up, you can also assign an action item.

Completed sections will show a checkmark next to them.

Learn more about using comments, uploading photos, and assigning action items

 from the overview screen. You’ll see a confirmation screen with a summary and score.

Ask your supervisor or contact Support if you’re unsure whether your audits are assigned or manually selected.

✅ Completing an Audit on Mobile

Audits can be completed in one of two ways depending on how your organization is set up:

 – You’ll see a list of audits that have been assigned to you based on your organization’s audit schedule.

 – Your team follows a set audit cadence, but users must manually select the correct location and audit each time.

📅 Option 1: Completing a Scheduled Audit

Use filters (Assignee, Area, Audit, Status, Date Range) to find the assigned audit

Complete the audit by selecting responses

You’ll see a confirmation once the audit is submitted

✍️ Option 2: Completing an Off-Schedule Audit

If your team follows a manual cadence instead of using the in-system scheduling feature, you’ll need to select the correct location and audit before getting started.

 on the right to select the correct audit type

 If your organization uses the scheduling feature, completing an audit using 

 will be treated as an off-schedule audit and 

. Make sure to complete your assigned audits from 

 to ensure they count toward your schedule.

🖥️ Completing an Audit from Your Computer

, you don’t have to complete an audit all at once. If you exit before submitting, your progress will automatically be saved as a 

, so you can start on one device and finish on another.

Drafts automatically sync to your account.

start an audit on mobile and continue on desktop

Deleting or submitting a draft on one device will update everywhere. 

 in the top left corner while completing an audit, or quit the app, your progress will be saved automatically as a 

While filling out an audit, your progress is saved automatically.

 in the top-right corner, confirming your draft is saved.

Use the dropdown menu to select the audit. 

Any saved draft will appear under the audit’s name with timestamps.

Select the draft to continue where you left off.
 

 Drafts are personal to your account. Submitting an audit will automatically remove it from your Drafts list across all devices.

💾 Saving and Managing Audit Drafts

Audit Scheduling makes it easier than ever to know what needs to be completed—when, where, and by whom.

 Not all users will have an audit schedule. If you don’t see any scheduled audits in your account, your organization may not be using this feature. Refer to 

As of June 2025, audit schedules can only be created by your account manager. Stay tuned as we release our 

Select the audit you'd like to complete from your 

 icon—this starts an off-schedule audit.

Edit the assignee or due date on the preview screen.

You can cancel an audit directly from the schedule view. Canceled audits are removed from the workflow and do not affect compliance metrics. See the 

 icon in the top right. On desktop, go to 

. However, these are off-schedule audits and will not be counted in schedule-based reporting.

What happens if there is no audit assignee?

The first person to start the audit becomes the assignee to prevent duplicates.

🗓️ Scheduling on MyFieldAudits

You can cancel a scheduled audit task directly from the 

 screen—either as a one-time cancellation or for an entire date range. This is helpful when a location is temporarily closed, the audit is not needed for a given week, or other exceptions arise. Canceled audits are removed from workflow and do not count against compliance.

Use the filters (e.g., Area, Audit Type, Status) to locate the task(s) you want to cancel.

 Find the audit task you want to cancel and click the three-dot menu (•••) on the right.

 explaining the cancellation (e.g., “Closed for renovations” or “Summer break”).

 status. Once canceled, the task is removed from the user’s workflow and labeled as 

If you need to cancel more than one task in a repeating schedule:

Select the start and end dates for the period you want to cancel.

Add a comment explaining the reason for canceling this range.

 to cancel all audit tasks of that type within the selected range.

Once canceled, the task(s) will be marked as 

 and removed from the active audit workflow. 

Canceled tasks do not count against compliance.

You can only cancel audits one type at a time—even when using the date range feature.

A comment is always required and will appear in the audit history.

🛑 Canceling Scheduled Audits

. You'll see a list of your most recently completed audits.

Audits can be shared or downloaded from the desktop in just a few quick steps.

This is what the shared audit report looks like when opened:

If you'd like to download the report to your computer, select the option to save as a 

The report will be saved to your Downloads folder.

📋 Reviewing & Sharing Your Completed Audits

We’ve added new features so you can complete audits over multiple days or in low-connectivity areas without worrying about losing your work. These updates reduce the chance of data loss and give you tools to restore progress if something goes wrong.

Your audit progress is now saved in more than one place, giving you a safety net if issues arise.

Our platform automatically saves your progress as you go! This gives you the freedom to complete audits at your own pace. You can also capture important onsite details using the mobile app and then resume progress on the web to add in detailed notes.

 internet connection): Our platform locally saves your progress on mobile if no connection is available. This lets you keep working without internet—your changes will sync when you reconnect.

Every answer or action (like uploading a photo) is stored locally first, so even if your connection drops, your latest changes aren’t lost. You can always see when the latest save with our servers happen by viewing the 

2. “Rescue Progress” Tools for Added Protection

If you notice your audit isn’t saving, gets stuck uploading, or you lose connection, you can:

 – Immediately push your saved work to the server.


 You’ve finished an audit and want to make sure all data is uploaded before leaving a poor‑connectivity area.
 

In rare cases, if you find your progress just won’t sync, you can use the following two options to rescue your work. Note: you’ll need to contact 

 for next steps after using these features.

 file of your current audit and actions to your device before closing or switching devices.


 You’re switching from your phone to your laptop and want to keep a copy of your progress.

 file back to our system (Support will guide you if needed).


Your progress doesn’t appear after reopening an audit, and Support asks you to send your backup file so they can restore it.

: in the kebab (⋮) menu while filling out an audit.

Download a backup before logging out, closing the app/browser, or switching devices.

Keep your app updated for the latest stability and backup features.

Contact Support promptly if progress is missing—have your backup file ready.

Greatly reduces the chance of losing work.

Gives you more control over saving and restoring your progress.

Speeds up Support and Engineering’s ability to help with backup files.

5. Frequently Asked Questions (Use-Case Scenarios)

Q: I completed part of an audit on my phone, but when I switched to desktop, my progress isn’t there. What should I do?

 before switching devices to make sure your progress is pushed to the server. Then refresh the audit on desktop. If the progress still isn’t there, download a backup from your phone and send it to Support so they can restore it.

Q: My internet cut out while I was working, and I’m worried my changes aren’t saved.

A: Keep working—your progress is saved locally. Once your connection returns, use 

 if you want to make sure everything is sent to the server right away.

Q: The audit I just completed is stuck uploading and won’t finish.

 to try sending the data again. If that doesn’t work, download a backup and contact Support with the file.

Q: I’m going to be offline for most of the day. How can I make sure I don’t lose my work?

A: You can keep working offline—your progress will save locally. Before you go back online, use 

 as a precaution. Once connected, open the audit and let it sync automatically, or use 

⛑️ How We Protect and Recover Your Audit Progress

The Dashboard is a central hub to review and analyze a variety of reports and metrics across your company. Gain valuable insights into different aspects of performance metrics, compliance, and more.

Any metrics that have been set up will be shown right here:

If your company is tracking more in-depth performance metrics, they are shown and broken down here:

Total number of audits that have been completed based on the target frequency & date range chosen:

Hover over the lines on the graph to view details:

Comparison over time of how well certain metrics are performing relative to the target score:

Hover over the lines to view details as well:

Total number of Deficiencies that were found this month and the previous.

Total number of audits completed this month and the previous:

Shows who has completed the most audits for the current month:

Dashboard Overview

Action Items are created when a question is marked with a 

. They're used to flag something that needs follow-up and correction.

The way your team uses Action Items may vary, but they are designed to help drive accountability and ensure issues are resolved quickly.

If you're completing an audit or inspection, you can assign an Action Item. It will be sent to others at your location or region who have the appropriate permissions.

The person you assigned it to will receive both an 

From there, it’s their responsibility to review and correct the issue.

 You’ve successfully assigned an Action Item.

 from the home screen to view what’s assigned to you.

 to expand the item and view additional details.

Once expanded, you can add a comment, upload a photo, or attach a video.

Once the issue has been resolved, click the 

 You’ve successfully resolved and closed an Action Item.

Action Items

.  If you have trouble, reach out to use at support@myfieldaudits.com

Using Google Chrome, Microsoft Edge, Mozilla Firefox or Safari - 

In order to see an audit you need read or write permission to that audit and access to a location where that audit is assigned. 

Use the Location Selector at the top of the app. If you believe your access is incorrect, please contact 

I closed an Action Item, but it’s still showing


If you have closed an Action Item and are still seeing it on your Dashboard, it is Pending Approval. The person who created the action item must approve it before it is fully closed (the item will be marked “Pending Approval” during this time)

There’s no data or wifi where I’m working.


No connection, no problem! MyFieldAudits has a built in Offline Mode. Learn how to use it under the Mobile Help section. 

All my audits say submitted “Offsite”


MyFieldAudits let’s you track where your audits are submitted. This information is not set for all locations, but be sure to enable Location Services when first using MyFieldAudits.  For more on setting up Geotagging, contact your account manager or check out our article in the Admin Guide.

Where can I see completed audits, reports and more insights?


Completed audits, reports and insights are all available on our desktop website 

Ensure you are using a compatible device running Android or iOS v10+ 

The Basics