Page Comparison

...

Expand

title	Basic Walkthrough

Conducting Audit/Inspection

Once you login to site, click on the Audit Management Icon on the homepage
You would land on to a page that has the scheduled audits, click on the appropriate audit/inspection
System would land you on to the questionnaire page, where you see all the inspection checklist or audit questionnaires
Use the response dropdown against each of the to provide your response.
In case of a non-preferred answer, system would ask you to create finding, click on the red icon to open up the findings screen
Image RemovedImage Added
Fill out the form and save it, system does gives you an option to create an Action Item for the finding too.
In case you need to create an action item for a finding, then respond to the question “Create Action Item” in the finding screen, then fill out the action item form and save the whole form.
Now the red icon will be green indicating that finding step is complete.

...

🔩 Field Details and Configurability

Section	Field Name	Description	Field Type	Dependency	Configuration Details
Audit Program Details	Schedule Audit With	This field allows user to choose whether he wants to create a new audit or whether he wants to select a predefined template for creating an audit. Based on custom setting the user will see the basic audit feature	Radio button	No
	Select Audit template	The picklist Select Audit Template is to be displayed only when the user selects Use Audit Template	Picklist	Yes. Based on selection of "Use Audit Template" this field is to be displayed
	Type	Allows users to select the type of audit	Radio Button	Based on template selection this fields and all subsequent fields below is t be populated
	Name of Audit Program	Captures the name to be given to the audit program	Text Box	No
	Audit Program Start Date	Signifies start date of the audit program	Date Picker	No	Supports Show/Hide for time fields Supports default value
	Audit Program End Date	Signifies end date of the audit program	Date Picker	No	Supports Show/Hide for time fields Supports default value
	Sub-Type	Allows users to select the sub-type of audit as either Department, Asset, Contractor and Employee.	Radio Button	Displayed only when audit type is site
	Asset(s)	Allows users to select the assets	Picklist	Assets are displayed based on the locations selected	Supports Show/Hide
	Contractor	Allows users to select the Contractor	Auto Search	Contractor are displayed based on location scope	Supports Show/Hide
	Department(s)	Allows users to select the departments	Picklist	Departments are displayed based on the locations selected	Supports Show/Hide
	Employee(s)	Allows users to select the employees	Picklist	Employees are displayed based on the locations selected.	Supports Show/Hide
	Recurring Audit	Allows users to select whether the audit is recurring or non recurring	Radio Button	No
	Recurrence Pattern	Allows users to select the recurrence pattern. Daily Weekly monthly or yearly	Radio Button	yes
	Repeat Until	Allows users to select the repeat until. Default is on No End Date.	Radio Button	yes
	Recurrence Summary	This is not a label but a summary display of the recurrence pattern	NA	yes
	Protocol Driven	Captures whether the audit is protocol driven or not	Radio Button	No	Suppot Default Value
	Select Protocol	If the audit is protocol driven this field allows to choose the protocol	picklist	Select Protocol is dependent on Protocol Driven field, i.e., this will be display only when protocol driven selected as 'Yes'
	Audit Program Type	Captures the type/category of the Audit	DDWW	Yes. Based on the protocol selection the audit program type will get autopopulated.	Supports Show/Hide
	Lead Auditor(s)	Captures the Lead Auditor(s) for Site Audit	picklist	Visible only if the Audit Type is Site
	Audit Team Member(s)	Captures the Audit Team Member(s) for Site Audit	picklist	Visible only if the Audit Type is Site
	Contact/Responsible Person(s)	Captures contact person information for the site audits	Picklist - Multi	Yes, On Site Audit	Supports Show/Hide
	Audit Category	Captures the Audit Category	DDWW	Audit Category is dependent on Protocol Driven field, i.e., this will be display only when protocol driven selected as 'No'
	Audit Area To Be Audited	Displays the list of audit areas to be audited based on audit category.	Selection Box	Displayed if Protocol Driven field is Yes. Values are auto-populated based on the Audit Category selected.
	Select Location	Allows the user to select the location of audit	Picklist	No
	Automatically Set Program Status As "Audit Closed" When Questionnaire Is Complete	User can automatically set program status as closed	Radio Button	No	Supports Show/Hide

Additional Details	Who Is This Audit For?		Radio Button	Yes, On "Sub Type", if Department is selected	Supports Show/Hide
	Employee(s) Involved		Picklist	Yes, On "Who is this audit for?" if Employee is selected
	Contractor(s) Involved		Picklist	Yes, On "Who is this audit for?" if Contractor is selected
	Subcontractor(s) Involved		Text Box	Yes, On "Who is this audit for?" if Contractor is selected

Advanced Details	Enable Security	Radio button used to choose the type of security	Radio Buttons	No	Suppot Default Value
	Require Action Items To Be Verified	If answered yes this field would make it mandatory to verify action items	Radio Buttons	No	Suppot Default Value
	Create Findings while responding Audit Questions	If the response to the field is at yes then the finding icon would be displayed in the questionnaire	Radio Buttons	Displayed only for protocol audits.	Supports Show/Hide Suppot Default Value
	Require Root Cause Analysis for Findings	If the response to the field is at Yes then the root cause icon will be displayed in the questionnaire.	Radio Buttons	if the response to the preceding field is at no then this field will be kept at no and made read only.	Supports Show/Hide Suppot Default Value
	Enable Inter Location Audit Findings Applicability Review for this audit(Read Across Findings)?	Based on the election in this field the read across findings field and buttons in the findings details page will be anbled	Radio Button	No	Supports Show/Hide
	Close Findings When All Action Items Are Closed	If answered yes the findings will be closed once action items associated with that finding are closed	Radio Buttons	No	Suppot Default Value
	Perform Risk Assessment To Determine If Action Item Is Required	If answered Yes, Risk Assessment will enable in Finding Detail to determine if Action Item is required.	Radio Buttons	No	Supports Show/Hide Suppot Default Value
	Enforce Question Comment If Response Type Is	Option is provided for Admin to enforce comment for applicable program	Check Box	No	Supports Show/Hide
	Is this an Attorney Client Priviledged Audit		Radio Buttons	No	Supports Show/Hide
	Description	Short description of the Audit program	Text Box	No
	Status	Signifies the current status of the Audit	DDWW	No

Program Status Setup	Name	Captures the name of the status of audit during the entire lifecycle of the audit	DDWW	No
	Select user	Captures who all can change the status of the Audit. The values in the picklist will be displayed as per the permissions. Only if the user has permission for a type of audit will he be visible in this picklist	Picklist	No
	Status	Captures the current status of the corresponding status	DDWW	No
	Sequence	User can set the sequence of the status of audit		No

Audit Program Security	Name	Signifies roles associated with Corporate Audits Module	DDWW	If Response to "Enable security" field is "Program Level", then this tab would show up
Audit Program Security	Select User	Users selected to give particular permissions	Picklist	If Response to "Enable security" field is "Program Level", then this tab would show up

Lead Auditor/Team Member	Select Location	One or more locations at which the audit is to be done	Picklist	No
	Select Type of Auditor	Captures the role of the Auditor	DDWW	No
	Select Lead Auditor/Select Audit Team Member	Employees to be assigned to the role selected in the above field.	Selection list	No

Notification Setup	Type	Capture the type of Notification - Event, Audit Alert, Audit Reminder, Finding Alert and Finding Reminder.	DDWW
Notification Setup	Notification Set Name	Name given to a set of new notifications	Text Box

Event Notifications	Status	Current status of the notification set	DDWW
	Event	One or more events which will trigger the notifications	Labels
	Status of Event	Current status of the event	Picklist
	Immediate Notification	Captures names of users who will get immediate notifications once the corresponding status changes or is reached.	Picklist
	Daily Notification	Captures names of users who will get Daily notifications once the corresponding status changes or is reached.	Picklist

Alerts/Reminders	First Alert/Reminder Date <> After/Before <>	This field would capture the logic when the notification would trigger	Composite Dropdown	No
	Notify Every <> Until/After <>	This field would capture the repeat patter logic for the notification	Composite Dropdown	No
	Notify	This field would capture who should be notified	Multi-Choice	No
	Selected Users for Notification	This field would give users to select from user from user picklist in addition to Notify	Picklist	No
	Notify Others	This field would give users to specify user mail Id's for notification	Textbox	No

Audit Attachment	Title	Title to be given to the attachment	Text Box
	Uploaded by	User who uploaded the attachment	Text Box
	Date Uploaded	Date of upload	Attachment
	Modified By	User who modified the attachment recently	Text Box
	Modified Date	Date of Modified	Text Box
	Description	Short description of the attachment	Text Area

Version	Old Version 5	New Version 6
Changes made by	Sunil Yalala	Sunil Yalala
Saved on	Mar 01, 2022	Mar 01, 2022

Versions Compared

Key

🔩 Field Details and Configurability