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Available to: Owners and Auditors (this is the only feature available on mobile) The Audit Planner is the core feature for conducting safety audits.

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6.1 Creating an Audit Session

Click “New Session” and provide:
  • Title — Name of the audit session
  • Location — Select from configured factory locations
  • Date — Audit date
  • Description (optional) — Additional context
Session Credit Consumption: Creating an audit session consumes 1 session credit. The system uses credits in the following priority order:
  1. Rollover credits (unused credits carried from the previous period)
  2. Plan credits (allocated by your current subscription tier)
  3. Top-up credits (purchased separately)
If no credits are available, a Session Limit Dialog prevents session creation.

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6.2 Managing Sessions

Sessions can be viewed in two modes:
  • Card View — Visual cards showing session summary
  • Table View — Tabular list with sortable columns
Filters available:
  • Date Range Filter — Show sessions within a specific date range
  • Pagination — Navigate through sessions when there are many
Session statistics are displayed at the top showing counts and completion metrics.

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6.3 Adding Checkpoints

Within an audit session, add checkpoints either manually or via AI: Manual Entry:
  • Title
  • Specific Location (within the factory)
  • Description
AI-Suggested Checkpoints: Click “Suggest Checkpoints” and the AI generates relevant checkpoints based on the audit context (location, industry, factory type). You can accept, modify, or reject suggestions.

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6.4 Photo Evidence

Each checkpoint supports photo uploads:
  • Before Photos — Document the current state/hazard
  • After Photos — Document remediation (typically added later via CAP)
Photos can be annotated using a built-in canvas editor (powered by Fabric.js). Annotations are saved as overlays on the original image. Photo uploads are subject to storage quotas based on your subscription plan.

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6.5 AI Checkpoint Analysis

For each checkpoint, you can trigger an AI analysis. The AI examines:
  • Uploaded photos (if any)
  • Checkpoint description and context
  • Factory location and industry
  • Configured hazard categories and risk matrix
  • Knowledge Base documents (if uploaded)
The AI returns:
  • Hazard Category — Classified according to your configured categories
  • Risk Level — Based on your risk matrix configuration
  • Findings — Detailed description of identified hazards
  • Recommendations — Suggested corrective actions
  • Citations — Rendered as [Ref: …] badges (from regulations/standards) and [Per: …] or [Per CAP Knowledge: …] badges (from your knowledge base)
You can review and manually adjust any AI-generated findings before saving.

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6.6 Copying and Deleting

Sessions and checkpoints can be duplicated (copied) or deleted. Deleting a session removes all associated checkpoints and photos.