Embedded Files
Step 1 - Review Previous Audit Actions
Step 1 - Review Previous Audit Actions
Navigate to the audit actions from the previous audit on the client dashboard - you can do this from the auditor's audit view and click on the 'See that report on [site name]'
Review all open actions by going to the bottom of that page:
Resolve them if they are no longer an issue and have been rectified.
DO NOT CLOSE OFF ACTIONS IF THEY HAVEN'T BEEN FIXED - THIS WILL CAUSE ISSUES WITH REPORTING
Stage 2 - Update Audit
Stage 2 - Update Audit
Find your audit from your list (you can se the search feature) and click on the title.
Click on 'Fill In' in the top right.
A) Audit is due for resubmission
A) Audit is due for resubmission
If the audit is ready for completion (it has hit the lead time) then complete the audit as normal - it will look like this at the top:
B) Audit is not yet due for resubmission
B) Audit is not yet due for resubmission
If the audit is not ready for completion (it is before the lead time) - it will look like this at the top.
To complete this audit then click on 'turn off prefilling....'
Note - you now only need to do this once
Now complete audit and score / comment as normal
Open Actions From Previous Audits
Open Actions From Previous Audits
If an audit action has an open action there will be an icon next to it.
As of 03/07/24 the system will automatically add your new comment and file to the already existing open action. There is no longer the requirement to manually update the existing action.
Report abuse