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Perform Audit Menu and Sections for Protocol Driven AuditsPerform Audit Menu and Sections for Non-Protocol Driven Audits

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The Perform Audits section contains the following components: 

Questionnaire - available for protocol driven audits onlyAttachments
FindingsNotes
Action ItemsSynopsis
Best PracticesProgram Status


Step-by-step

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Instruction
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protocol_drivenaudit
protocol_drivenaudit

Performing a Corporate Audit Protocol for a location: 

  1. Select the Location location in the Navigator for which the Audit audit is to be performed.
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  2. Click on the Modules icon. 
  3. Click on the Audit Audit Management menu item. 
  4. Click on the Manage Manage Audits menu item. 
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  5. From the Audit List View screen, click on the Name of Audit Program link.
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  6. Click on the Perform Audit tab to access the sub-parts. 
  7. Click on the Questionnaire tab to answer the questions.       Refer to Questionnaire Icon Business Rules
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  8. Answer the questions by clicking on the Select drop down menu.   Refer to Preferred vs. Non-Preferred Responses
  9. Click on the Save button. 
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responses
responses


Info
titlePreferred vs. Non-Preferred Responses
  • Answers can be classified as either a preferred or non-preferred response.
  • When a non-preferred answer is selected the system will prompt the user to create a finding.
    • The color of the finding icon will turn to red if a non-preferred response is being entered.


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questionnaire_rules

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Info
titleQuestionnaire Icon Business Rules
  • If all questions are not answered either with a preferred or a non-preferred response then the red colored exclamation sign signifying “Incomplete” Incomplete will be displayed.

  • If all the questions are answered either with a preferred or a non-preferred response then the incomplete sign will turn to complete Complete sign .
  • Once all the questions of the questionnaire is answered the Performed Audit tab color changes to green.



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