Sometimes an “Action” may need to be added to an “Audit” after it has been completed and reviewed. An extra “Action” can be raised within the sub-audit. To create an extra action linked to the sub-audit, please follow the instructions outlined below. ...
If there are any issues or shortcomings identified when conducting an “audit”, an “action” can be raised. The “action” may be set as “mandatory” or “optional”. Note: If the action is set as mandatory, the audit form will not be able to be submitted ...
When an action is assigned to you for completion it will be in either “Scheduled”, “Overdue” or “Rejected” status. The action will display a “Due Date” and you as the “Responsible Person”. Note: The “checklist icon” in the first column is a link to ...
Actions in the green “Completed” status should be reviewed by the responsible admin and can be closed manually. Once reviewed, actions can be “Closed”. Note: If “Actions Auto-Close” has been set up in the “master audit or task”, actions will close ...
This article will go through the instructions on how to create a new audit form that will be available to attach/assign to your audits. Creating an audit form Click the "Settings" tab in the menu header: Click on 'Audit' in the sub menu > the Audit ...