Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview


After the first step in audit set up is completed by clicking Next, the audit will automatically be saved in the system as each field is populated. However, the audit will be in an incomplete or draft state until the last step when it is activated. 

There are two ways to access a draft audit. ???Can any user access it both ways, or is it user based?

From the System of Record, complete the following:

  1. In the left-hand navigation, select System of Record | Audits (under the Audit Management heading).



  2. The Audits page displays with audit line items.



  3. Find the desired audit and click the audit heading. 
     

From Audits, complete the following:

  1. In the left-hand navigation, click Audits.



  2. The Audits page displays.



  3. Click the Draft Audits tab. Scroll to the desired audit.



  4. Click Continue audit setup or click any of the available steps to continue adding information to the audit. 

    Info
    titleNOTE

    A step will have a green check mark underneath if it's complete. Incomplete steps or steps that have not yet been accessed display the step number.