Audits are manager-led evaluations that don't require self-reflection from the employee. As an Administrator, you build and manage the audits that Managers then assign and complete. Audit ratings can be exported for calibration, and Managers can choose whether to share ratings with their staff or keep them confidential. This guide covers the full lifecycle — building, editing, deleting, cloning, ending, and exporting audits.
Who this is for: Administrators
Read time: 9 minutes
Please note: Audits must be assigned and completed by the assigned manager. Delegating or completing audits on behalf of someone else is not currently supported in the platform.
Prerequisites
- You must be an Administrator.
- The Performance module must be enabled for your organisation.
Part 1 — How to build an Audit
Step 1 — Open Manage Audits
From the Prosper main menu, navigate to Performance and select Manage Audits.
Step 2 — Create a new Audit
Select Create Audit.
Step 3 — Add a title and description
Populate the audit's Title and Description.
Step 4 — Add your first question
Scroll down to populate the Question Text and its Answer type where applicable.
Step 5 — Choose answer types and add more questions
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To select a different answer type, choose from the dropdown.
- To add more questions, select + Add Question and repeat Steps 4 and 5.
Step 6 — Group questions into categories
Select Title & Description to split audit questions into different categories, then populate the Title and Description for each group.
Tip: Grouping questions into clear categories — for example, Safety, Compliance, Presentation — makes the audit easier for Managers to complete and clearer to interpret at calibration.
Step 7 — Save draft or publish
- Save Draft to return and complete or edit the audit later.
- Save and Publish to finalise the audit and make it visible to Managers.
Important: Once an audit has been published, no further edits can be made. Make sure the audit is finalised before publishing — if you need to change a published audit, clone it (see Part 4) and build the new version.
Part 2 — Editing an Audit Template
Draft audits can be edited freely. (Published audits cannot be edited — clone them instead.)
Step 1 — Open Manage Audits
Navigate to Performance and select Manage Audits.
Step 2 — Choose a draft Audit to edit
Choose an audit to edit in Draft.
Step 3 — Edit details and questions
Edit the Title and Description if applicable. Scroll down to edit questions, edit answer types, or populate new answer types where applicable.
Step 4 — Delete a question
To delete a question, select Delete.
Step 5 — Add a question
To add a question, select + Add Question.
Step 6 — Reorder questions
To change the order of questions, scroll to the top of the audit and select Reorder. Drag and drop questions into your desired order for a logical flow.
Step 7 — Preview, and save
Select Preview, scroll to the bottom of the audit and Save and Publish.
Part 3 — Deleting an Audit
Step 1 — Open Manage Audits
Navigate to Performance and select Manage Audits.
Step 2 — Delete the Audit
Select Delete under Actions. A confirmation pop-up will appear — select Delete.
Part 4 — Cloning an Audit
Step 1 — Clone the Audit
Select an audit to clone from Active or Complete and choose Clone under Actions.
Step 2 — Edit the cloned Audit
Cloned audits can be edited in Draft. Refer to Part 2 of this guide for more on editing an audit.
Part 5 — Ending an Audit
Step 1 — End the Audit
Select an audit from Active Audits and choose End Audit.
Step 2 — Find the ended Audit
The audit will now be accessed within Complete audits.
Part 6 — Exporting an Audit
Please note: Audit exports include the following employee information: Employee Name, Team, Location, Job Role, Audit Name, Auditor Name, Completion Date, Completion Status, Questions, and Rating.
Step 1 — Export the results
Select Export Results for any audit in Active or Complete status.
The CSV export is well suited to calibration — open it in Excel or a BI tool and group by Team, Location, or Job Role to compare ratings consistently across the business.
The Audit lifecycle at a glance
| Status | What it means |
|---|---|
| Draft | Being built or edited by an Administrator; fully editable; not visible to Managers. |
| Published / Active | Finalised and visible to Managers to assign and complete; no further edits (clone to change). |
| Complete | Ended; available for review and export. |
Tips and best practices
- Finalise before publishing. Because published audits can't be edited, walk through Preview carefully and check every question and answer type before you Save and Publish.
- Group for clarity. Use category titles and descriptions to give Managers structure — a well-organised audit is faster to complete and easier to calibrate.
- Name with calibration in mind. Clear, dated audit names (for example, Venue Safety Audit — Q2 2026) make exports easy to identify and compare.
- End audits deliberately. Ending moves an audit to Complete. Do this once all audits in a round are finished, so your Complete view reflects a clean, closed cycle.
Troubleshooting
I can't edit a published audit.
This is by design — published audits are locked to protect data integrity. Clone the audit (Part 4), edit the draft clone, and publish the new version.
A Manager says they can't see an audit.
Confirm the audit is published (not still in Draft). Draft audits aren't visible to Managers.
I ended an audit by mistake.
Ended audits move to Complete. If you need to continue auditing, clone the audit to create a new active version.
Can I delete a published or active audit?
Deletion is available from Manage Audits under Actions. Take care deleting audits with completed data — if you need the ratings for calibration, export them first.
The export is missing some employees.
Confirm those employees were assigned the audit and that it reached the status you're exporting from. Completed audits are included in the export.
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