There are two ways to navigate to the request screen

Step 1: From Scheduled Visit/Audits screen select the Add New Event button 

Or

Step 1: From Recommended screen select the + button beside the record/supplier requiring a visit/audit

Step 2: Complete the details required as shown on the screen below.  Any details previously put in to the Admin settings will be shown here (with the attachments and/or detail in the Audit Overview field).  If this request is to be confirmed by the supplier ensure to select to send to a Company User.  

Note – here it is possible to add multiple dates for the supplier to select the date that suits them best.

Step 3: Select the Save button and select the option from the drop down.

If sharing with a supplier, they will receive notification that the request has been made and it will be in their task list.

The view of a requested Visit/Audit will look as below.  Note that the request can be viewed/edited/cancelled through the menu button on the right side of the record.