Please note - this user guide is in reference to the Enhanced Audit functionality.
Reading time 1 mins
Introduction
- An audit can be made up of one or more sections. Once someone has completed all the sections assigned to them, they can mark them as complete.
- Once complete, a section goes into a read-only state.
- Individual sections can be reopened for amending. All previous work is saved.
Reopening an Audit
- To reopen a completed section, select the 3-dot symbol next to the chosen section and select ‘Reopen Section’.
- Once reopened the section status will change to reflect the overall status of the audit (pending, overdue, etc.). The due date and assignee will remain the same.
- All the information previously saved will be available and the user assigned to the section can add or amend as required.
- If the Audit has additional workflow steps such as the Action Plan option, this will be reset when a section is reopened. This means the additional workflow steps will disappear until the section has been completed again.
- All information on the additional steps will be retained and will require reviewing and completion.
FAQs
Can anyone reopen an audit section?
- No, you will require permission to reopen an audit. Please speak to your organisation’s system administrator or team to discuss this.