Audit Process Feedback Survey
Audit services require trust, expertise, and clear communication. This feedback survey helps audit firms understand client perceptions of the audit process - from initial planning through final reporting. Measure technical competence, professionalism, disruption to operations, and perceived value to continuously improve your audit practice and strengthen client relationships.
Try the Form
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export function auditFeedbackSurvey(form: FormTs) {
// Audit Process Feedback - Post-audit client satisfaction survey
// Demonstrates: Dropdown, Datepicker, MatrixQuestion, RatingScale, StarRating, ThumbRating, conditional logic
// ============================================
// HEADER
// ============================================
form.addRow(row => {
row.addTextPanel('header', {
label: 'Audit Process Feedback',
computedValue: () => 'Your feedback helps us continuously improve our audit services.',
customStyles: {
background: 'linear-gradient(135deg, #1e40af 0%, #3b82f6 100%)',
color: 'white',
padding: '28px',
borderRadius: '16px',
textAlign: 'center',
fontSize: '15px'
}
});
});
// ============================================
// SECTION 1: Audit Information
// ============================================
const infoSection = form.addSubform('infoSection', {
title: 'Audit Details',
customStyles: { backgroundColor: '#eff6ff', padding: '20px', borderRadius: '12px' }
});
infoSection.addRow(row => {
row.addDropdown('auditType', {
label: 'Type of audit conducted:',
options: [
{ id: 'financial', name: 'Financial Audit' },
{ id: 'internal', name: 'Internal Audit' },
{ id: 'compliance', name: 'Compliance Audit' },
{ id: 'operational', name: 'Operational Audit' },
{ id: 'it', name: 'IT/Systems Audit' },
{ id: 'quality', name: 'Quality Audit (ISO, etc.)' },
{ id: 'other', name: 'Other' }
],
placeholder: 'Select audit type',
isRequired: true
}, '1fr');
row.addDatepicker('auditDate', {
label: 'Audit completion date:',
maxDate: () => new Date().toISOString(),
isRequired: true
}, '1fr');
});
infoSection.addRow(row => {
row.addRadioButton('firstAudit', {
label: 'Was this your first audit with our firm?',
options: [
{ id: 'yes', name: 'Yes, first time' },
{ id: 'no', name: 'No, we\'ve worked together before' }
],
orientation: 'horizontal'
});
});
// ============================================
// SECTION 2: Audit Team Performance
// ============================================
const teamSection = form.addSubform('teamSection', {
title: 'Audit Team Performance',
isVisible: () => infoSection.dropdown('auditType')?.value() !== null
});
teamSection.addRow(row => {
row.addMatrixQuestion('teamRatings', {
label: 'Please rate the audit team on the following:',
rows: [
{ id: 'professionalism', label: 'Professionalism and conduct', isRequired: true },
{ id: 'expertise', label: 'Technical expertise/knowledge', isRequired: true },
{ id: 'communication', label: 'Communication clarity', isRequired: true },
{ id: 'responsiveness', label: 'Responsiveness to questions', isRequired: true },
{ id: 'respect', label: 'Respect for your time', isRequired: false },
{ id: 'organization', label: 'Organization and preparedness', isRequired: false }
],
columns: [
{ id: '1', label: 'Poor' },
{ id: '2', label: 'Fair' },
{ id: '3', label: 'Good' },
{ id: '4', label: 'Very Good' },
{ id: '5', label: 'Excellent' }
],
striped: true,
fullWidth: true
});
});
teamSection.addRow(row => {
row.addStarRating('engagementPartner', {
label: 'Engagement partner/lead auditor availability:',
maxStars: 5,
size: 'md',
showCounter: true,
alignment: 'left'
}, '1fr');
row.addStarRating('teamCoordination', {
label: 'Team coordination and consistency:',
maxStars: 5,
size: 'md',
showCounter: true,
alignment: 'left'
}, '1fr');
});
// ============================================
// SECTION 3: Audit Process Quality
// ============================================
const processSection = form.addSubform('processSection', {
title: 'Audit Process',
isVisible: () => infoSection.dropdown('auditType')?.value() !== null,
customStyles: { backgroundColor: '#f8fafc', padding: '20px', borderRadius: '12px' }
});
processSection.addRow(row => {
row.addMatrixQuestion('processRatings', {
label: 'Rate the audit process on these aspects:',
rows: [
{ id: 'planning', label: 'Audit planning and scoping', isRequired: true },
{ id: 'thoroughness', label: 'Thoroughness of examination', isRequired: true },
{ id: 'disruption', label: 'Minimal disruption to operations', isRequired: true },
{ id: 'timeline', label: 'Adherence to timeline', isRequired: true },
{ id: 'documentation', label: 'Documentation requests clarity', isRequired: false },
{ id: 'flexibility', label: 'Flexibility and accommodation', isRequired: false }
],
columns: [
{ id: '1', label: 'Poor' },
{ id: '2', label: 'Fair' },
{ id: '3', label: 'Good' },
{ id: '4', label: 'Very Good' },
{ id: '5', label: 'Excellent' }
],
striped: true,
fullWidth: true
});
});
processSection.addRow(row => {
row.addRatingScale('effortRequired', {
label: 'How much effort did the audit require from your team?',
preset: 'ces',
lowLabel: 'Very high effort',
highLabel: 'Very low effort',
variant: 'buttons',
size: 'md',
alignment: 'center'
});
});
// ============================================
// SECTION 4: Findings & Reporting
// ============================================
const findingsSection = form.addSubform('findingsSection', {
title: 'Findings & Reporting',
isVisible: () => infoSection.dropdown('auditType')?.value() !== null
});
findingsSection.addRow(row => {
row.addStarRating('findingsClarity', {
label: 'Clarity of audit findings:',
maxStars: 5,
size: 'md',
showCounter: true,
alignment: 'left'
}, '1fr');
row.addStarRating('findingsRelevance', {
label: 'Relevance and usefulness of findings:',
maxStars: 5,
size: 'md',
showCounter: true,
alignment: 'left'
}, '1fr');
});
findingsSection.addRow(row => {
row.addStarRating('recommendationsQuality', {
label: 'Quality of recommendations:',
maxStars: 5,
size: 'md',
showCounter: true,
alignment: 'left'
}, '1fr');
row.addStarRating('reportQuality', {
label: 'Final report quality:',
maxStars: 5,
size: 'md',
showCounter: true,
alignment: 'left'
}, '1fr');
});
findingsSection.addRow(row => {
row.addThumbRating('actionableFindings', {
label: 'Were the findings and recommendations actionable for your organization?',
size: 'lg',
showLabels: true,
upLabel: 'Yes, very actionable',
downLabel: 'Not really actionable',
alignment: 'center'
});
});
// ============================================
// SECTION 5: Value Assessment
// ============================================
const valueSection = form.addSubform('valueSection', {
title: 'Value & Satisfaction',
isVisible: () => infoSection.dropdown('auditType')?.value() !== null,
customStyles: { backgroundColor: '#fefce8', padding: '20px', borderRadius: '12px' }
});
valueSection.addRow(row => {
row.addRatingScale('overallValue', {
label: 'Overall, how would you rate the value delivered by this audit?',
preset: 'likert-5',
lowLabel: 'Poor value',
highLabel: 'Excellent value',
variant: 'buttons',
size: 'lg',
alignment: 'center'
});
});
valueSection.addRow(row => {
row.addEmojiRating('overallSatisfaction', {
label: 'How satisfied are you with the overall audit experience?',
preset: 'satisfaction',
size: 'lg',
showLabels: true,
alignment: 'center'
});
});
valueSection.addRow(row => {
row.addCheckboxList('valueAreas', {
label: 'Where did the audit provide the most value? (Select all that apply)',
options: [
{ id: 'compliance', name: 'Compliance assurance' },
{ id: 'risks', name: 'Risk identification' },
{ id: 'controls', name: 'Control improvements' },
{ id: 'efficiency', name: 'Process efficiency insights' },
{ id: 'governance', name: 'Governance strengthening' },
{ id: 'training', name: 'Staff education/awareness' },
{ id: 'stakeholder', name: 'Stakeholder confidence' },
{ id: 'benchmarking', name: 'Industry benchmarking' }
],
orientation: 'vertical'
});
});
// ============================================
// SECTION 6: Future Engagement
// ============================================
const futureSection = form.addSubform('futureSection', {
title: 'Future Engagement',
isVisible: () => infoSection.dropdown('auditType')?.value() !== null
});
futureSection.addRow(row => {
row.addThumbRating('wouldReengage', {
label: 'Would you engage our firm for future audits?',
size: 'lg',
showLabels: true,
upLabel: 'Yes, definitely',
downLabel: 'Probably not',
alignment: 'center'
});
});
futureSection.addRow(row => {
row.addThumbRating('wouldRecommend', {
label: 'Would you recommend our audit services to others?',
size: 'lg',
showLabels: true,
upLabel: 'Yes, I would recommend',
downLabel: 'Probably not',
alignment: 'center'
});
});
futureSection.addRow(row => {
row.addCheckboxList('otherServices', {
label: 'Are you interested in learning about other services we offer?',
options: [
{ id: 'tax', name: 'Tax advisory' },
{ id: 'consulting', name: 'Business consulting' },
{ id: 'risk', name: 'Risk management' },
{ id: 'it-audit', name: 'IT audit/Cybersecurity' },
{ id: 'internal-audit', name: 'Internal audit outsourcing' },
{ id: 'none', name: 'No, thank you' }
],
orientation: 'vertical',
isVisible: () => futureSection.thumbRating('wouldReengage')?.value() === 'up'
});
});
// ============================================
// SECTION 7: Additional Feedback
// ============================================
const additionalSection = form.addSubform('additionalSection', {
title: 'Additional Comments',
isVisible: () => infoSection.dropdown('auditType')?.value() !== null
});
additionalSection.addSpacer({ height: '8px' });
additionalSection.addRow(row => {
row.addTextarea('improvements', {
label: 'What could we improve for future audits?',
placeholder: 'Share any suggestions for improving our audit process...',
rows: 3,
autoExpand: true
});
});
additionalSection.addRow(row => {
row.addTextarea('commendations', {
label: 'Any team members or aspects you would like to commend?',
placeholder: 'Let us know if anyone went above and beyond...',
rows: 2,
autoExpand: true
});
});
// ============================================
// SECTION 8: Summary
// ============================================
const summarySection = form.addSubform('summary', {
title: 'Feedback Summary',
isVisible: () => valueSection.emojiRating('overallSatisfaction')?.value() !== null
});
summarySection.addRow(row => {
row.addTextPanel('summaryContent', {
computedValue: () => {
const auditType = infoSection.dropdown('auditType')?.value();
const satisfaction = valueSection.emojiRating('overallSatisfaction')?.value();
const value = valueSection.ratingScale('overallValue')?.value();
const reengage = futureSection.thumbRating('wouldReengage')?.value();
const recommend = futureSection.thumbRating('wouldRecommend')?.value();
const valueAreas = valueSection.checkboxList('valueAreas')?.value() || [];
const typeLabels: Record<string, string> = {
'financial': 'Financial Audit',
'internal': 'Internal Audit',
'compliance': 'Compliance Audit',
'operational': 'Operational Audit',
'it': 'IT/Systems Audit',
'quality': 'Quality Audit',
'other': 'Other Audit'
};
const satLabels: Record<string, string> = {
'very-bad': 'Very Dissatisfied',
'bad': 'Dissatisfied',
'neutral': 'Neutral',
'good': 'Satisfied',
'excellent': 'Very Satisfied'
};
let summary = '📋 Audit Feedback Summary\n';
summary += `${'═'.repeat(30)}\n\n`;
summary += `📊 Audit Type: ${typeLabels[auditType || ''] || auditType}\n`;
if (satisfaction) {
summary += `😊 Satisfaction: ${satLabels[satisfaction] || satisfaction}\n`;
}
if (value) {
summary += `💰 Value Rating: ${value}/5\n`;
}
if (reengage) {
summary += `\n🔄 Would Re-engage: ${reengage === 'up' ? 'Yes' : 'No'}`;
}
if (recommend) {
summary += `\n👍 Would Recommend: ${recommend === 'up' ? 'Yes' : 'No'}`;
}
if (valueAreas.length > 0) {
summary += `\n\n✨ Key Value Areas: ${valueAreas.length} identified`;
}
return summary;
},
customStyles: () => {
const satisfaction = valueSection.emojiRating('overallSatisfaction')?.value();
const baseStyles = {
padding: '20px',
borderRadius: '12px',
whiteSpace: 'pre-wrap',
fontFamily: 'monospace',
fontSize: '14px'
};
if (satisfaction === 'excellent' || satisfaction === 'good') {
return { ...baseStyles, backgroundColor: '#eff6ff', borderLeft: '4px solid #3b82f6' };
} else if (satisfaction === 'neutral') {
return { ...baseStyles, backgroundColor: '#fefce8', borderLeft: '4px solid #eab308' };
} else {
return { ...baseStyles, backgroundColor: '#fef2f2', borderLeft: '4px solid #ef4444' };
}
}
});
});
// ============================================
// FORM CONFIGURATION
// ============================================
form.configureSubmitButton({
label: 'Submit Audit Feedback',
isVisible: () => infoSection.dropdown('auditType')?.value() !== null
});
form.configureCompletionScreen({
type: 'text',
title: 'Thank You for Your Feedback!',
message: 'Your insights help us improve our audit services and deliver greater value to our clients. We review all feedback carefully and take action on your suggestions.'
});
}
Frequently Asked Questions
When should I send the audit feedback survey?
Send within 1-2 weeks of delivering the final audit report, while the experience is fresh. Avoid sending during busy periods like year-end. Consider a brief reminder if no response within a week.
Should I ask about individual auditors?
Yes, but frame it constructively. Ask about the audit team's professionalism and expertise generally. For larger engagements, you might include ratings for the engagement partner specifically.
How do I encourage honest feedback?
Emphasize confidentiality, explain how feedback is used for improvement, and consider using a neutral third party to collect responses. Thank respondents regardless of their ratings.
What if we receive negative feedback?
Follow up personally with dissatisfied clients (if they consent to contact). Document issues, identify patterns across clients, and create action plans. Share improvements with your team.
How do I measure audit value?
This survey includes questions about findings usefulness, recommendations quality, and overall value perception. Compare value scores against fees to identify pricing sweet spots.