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Updating Recurring Audits
Updating Recurring Audits
- Helen Ramsay
- Sunil Budda
- Soumya Mohanty
Owned by Helen Ramsay
Users will be able to update a single occurrence or all occurrences for a recurring audit.
Note:
If an audit has already started (i.e. if any finding or question has been answered), then that particular event will not be updated even if the user clicks on Update All in the preceding event. It will update for all other future occurrences which has not started yet.
Step-by-step instructions:
Changing the recurrence pattern of a recurring audit:
- Access the Program Details tab of the desired audit program.
- Select the new Recurrence Pattern.
- Select the Frequency for the recurrence pattern selected.
- Click on the Save button.
- Click on the Update Single button to update only for that occurrence or click on the Update All button to update for all subsequent occurrences.
- Click on the Ok button of the Success Confirmation window.
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