Adding Records in the Auditing Module
There are a couple of different ways that a User can create new Records in the Auditing Module. This includes Internal Audit Records, Site Audit Records and Site Self Assessment Records.
The Auditing Module allows for the creation of three different Audit Records: Internal Audit, Site Audit, and Site Self Assessment. You cannot add these Records as stand-alone Records, an Audit Programme must be created first. To learn more about the different types of Audits and how to create Audit Programmes, click here.
Option 1: 'Add Audit' Button in the Main Auditing Module Page
To add an Audit Record from the main Auditing module page:
1. Navigate to 'Management>Auditing'.
2. Click the ‘Add Audit’ button and select 'Internal Audit', 'Site Audit' or 'Site Self Assessment'.
3. Click on the dropdown arrow and select an Auditing Programme for which you would like to add an Auditing Record. Click create to create the Record.
This will open a Record for the selected Programme where you can start completing the Record immediately.
Click here for more details completing an Internal Audit Record, Site Audit Record or a Site Self Assessment.
Image: Navigate to the Auditing Module (1)
Image: Add a New Audit Record (2)
Image: Select an Audit Programme From the Dropdown List (3)
Option 2: From an Existing Auditing Programme via the 'Actions' Button
Navigate to the ‘Plan’ tab in the Auditing module. This is a list of all of the Audit Programmes that have been created for your site. Find the Audit Programme you are looking for and click on the blue hyperlink in the ‘Name’ column. If you have a large number of different Programmes, you can use the search bar to search by the Programme name. The ‘Type’ column will help you determine what type of Audit Programme is displayed - this is useful if the Audit Programmes have similar naming conventions.
Once you click on the hyperlink of the Programme name, the Programme main page will open. When there, click ‘Actions>Add Record’. This will open a Record for the Programme where you can start completing the Record immediately.
1. Navigate to the Auditing 'Plan' tab.
2. Click on the Programme in the 'Name' column.
3. Click 'Actions>Add Record' to add a Record for the Programme.
Option 3: Records Created Automatically via the Scheduler Set-up
If you have a Scheduler enabled for your Auditing Programme, once the set date comes around, the Record will be opened automatically and placed in the ‘Actions’ tab. You can differentiate between Records added manually and Records fired by the system as per Scheduler details. The Programmes that have been fired via a Scheduler will have the ‘Due’ date column populated. To complete the Record, simply click on the blue hyperlink in the ‘Action Required’ tab - this will bring you directly to the Record where the required Users can complete it.
