How to Add a Glass & Plastic Audit Record
Note: Glass & Plastic Control Programmes must be set up first in the Glass & Plastic Control module before a Glass & Plastic Audit Record can be created. Click here to access the article on setting up a Glass & Plastic Control Programme.
A Glass & Plastic Audit Record can be added in three ways. Below are the steps that must be carried out in order to add a Glass & Plastic Audit Record. Expand each step below for further explanation.
Option 1: Using the 'Add Audit' Button within the Glass & Plastic Control Module
To manually add a Glass & Plastic Audit Record in the Glass & Plastic Control module, navigate to the Glass & Plastic Control module via 'PRP Control>Glass & Plastic Control' and click the 'Add Audit’ button.
Image: Navigation to Glass & Plastic Control Module, and Click 'Add Audit' Button
A pop up will appear on screen prompting you to select the Glass & Plastic Control Programme for which you wish to add the Glass & Plastic Audit Record. Using the dropdown, or typing into the box, source your preferred Glass & Plastic Control Programme and click 'Create'.
Image: Glass & Plastic Control Programme Pop-Up Screen
Image: Selecting the Glass & Plastic Control Programme to create the Glass & Plastic Audit Record from
Image: Clicking the 'Create' Button to generate a New Glass & Plastic Audit Record
Once created, the Glass & Plastic Audit Record will open on the Report workflow stage. However, the Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.
Image: Blank Glass & Plastic Audit Record
Note: For further explanation on how to complete the one Workflow Stage of the Glass & Plastic Audit Record, see here.
Option 2: Using the 'Actions>Add Record' Buttons of a Specific Glass & Plastic Control Programme
To manually add a Glass & Plastic Audit Record from a Glass & Plastic Control Programme, navigate to the Glass & Plastic Control module via 'PRP Control>Glass & Plastic Control', access the 'Plan’ tab and locate the Glass & Plastic Control Programme you wish to raise the Record from.
Image: Navigate to the Glass & Plastic Control Module, Access 'Plan' Tab and Locate the Glass & Plastic Control Programme
Once you have access the Glass & Plastic Control Programme, by clicking on the Name, use the 'Action>Add Record' buttons to open a Glass & Plastic Audit Record.
Image: Using the 'Actions>Add Record'
Once created, the Glass & Plastic Audit Record will open on the Report workflow stage. However, the Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.
Image: Blank Glass & Plastic Audit Record
Note: For further explanation on how to complete the one Workflow Stage of the Glass & Plastic Audit Record, see here.
Option 3: Using the 'Scheduler' within the Glass & Plastic Control Programme
If the Scheduler has been set within the Glass & Plastic Control Programme, Glass & Plastic Audit Records will be automatically generated by the system at the frequency detailed.
Note: For further explanation on how to set up the Scheduler within the Glass & Plastic Control Programme, see here.
Image: Glass & Plastic Control Programme - Scheduler Details
Glass & Plastic Audit Records generated via a Scheduler will be placed in the 'Actions' tab of the Glass & Plastic Control module and opened in the Report workflow stage.
Image: Glass & Plastic Audit Record Generated via a Scheduler in Actions Tab of the Glass & Plastic Control Module
Image: Glass & Plastic Audit Record Ready to be Completed (First Workflow Stage Saved - Record Created)
Note: For further explanation on how to complete the one Workflow Stage of the Glass & Plastic Audit Record, see here.