Creating Recurring Audits

Users will have the ability to set up a recurring audit which will be a repetitive program. Users can schedule the upcoming repetitive audit by defining the cycle of repeat as well as the period until which the audit repetition cycle will continue. 

Step-by-step Instruction:

Scheduling a Recurring Audit while Creating a New Audit: 

1. Click on Modules. 
2. Select Audit Management. 
3. Click on Create New from the menu. 
   
   
4. Complete the Basic Details section: 
   1. Select the Type of Audit.
   2. Enter the Name of the Audit Program.
   3. Select Yes for Recurring Audit. 
      
      
      
   4. Select the Recurrence Pattern.      Refer to Recurrence Pattern Details
   5. Select the Repeat Until.                  Refer to Repeat Until Options
      
      
      
5. Click on Save and Next to go to the next step or click on the Perform Audit to conduct the Audit. 
   
   
   

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Recurrence Patterns

There are four patterns among which the user can select the pattern in which the audit is to be scheduled. These are:

Patterns	Options
Daily		Every ___ Day(s) on Weekdays Only - creates a daily recurrence which repeats the number of days as defined by the user in the box. This option excludes the weekend (Saturday and Sunday). Every ___ Day(s) include all days - creates a daily recurrence which repeats the number of days as defined by the user in the box. This option includes the weekend (Saturday and Sunday).
Weekly		Recur Every ___ Week(s) On: - allows users to input the numeric value for the frequency of recurrence and the day of the week on which the audit should occur. The checkboxes next to the days of the week are multi-select and allows the user to select more than 1 day.
Monthly		Day ____ Every ____ Month(s) - the first drop down represents the date number (1-31) and the second drop down contains the number of months (1-12). The ______ _______ of Every ____ Month(s) - The first drop down will allow the user to select from the following options: Last, First, Second, Third and Fourth. The second drop down will allow the user to select from the following options: Day, Weekday, Sunday, Monday, Tuesday, Wednesday, Thursday, Friday and Saturday. The 3rd drop down represents the number of months (1-12).
Yearly		Yearly is a combination of the Every ____ year(s) where the user defines the number of years and selects one of the radio buttons: The first option allows the user to specify the month and date to repeat each year. As in the example, this recurrence will repeat every 1 year on January 1st. The second option allows the user to narrow it down details further. As in the example, it would repeat on the last Sunday of every January.

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Related articles

• Page:
  Creating a Finding in the Questionnaire Tab
• Page:
  Deleting Recurring Audits
• Page:
  Updating Recurring Audits
• Page:
  Creating Recurring Audits
• Page:
  Working with Audit Program Attachments