Click on the "Audit Report" tab to create or upload your audit report.
You can upload a finished audit report in PDF format by clicking on the "Click here if you would rather upload a finished audit report instead" link. Doing so will replace the report editor controls with a file upload control. Any uploaded PDF is appended to the final report.
If you uploaded a PDF to test this, click the "Export to PDF" button at the top of the page to see how it looks.
Most auditors will compose their audit reports using the word processing editor on the page. If you hid these controls in the previous step, click the "Click here if you would rather draft a new report in the text editor" link at the top of the page.
Click the "Edit This Version" button to open up the report editor.
Click the "Insert Template" link that appears above the editor window. If your administrator added any templates, you could select it here and have it inserted. Your administrator can add as many templates as needed (ZenQMS Staff can help convert any MSWord based document).
Click "Save New Version" to manually save the current version and exit the editor. When you do so, notice that a new version is logged with your name in the table to the right. You can compare versions, including from different auditors/authors.
Note: this page will autosave your work every 5 minutes.
Click the "Save New Version" button when you are finished editing to close the editor.
Enter comments that you want to share with your colleagues/fellow auditors regarding the report—make sure they are marked as "Private" comments to ensure they are only visible to your colleagues. Any comment marked "All Reviewers" will ultimately be visible to the Auditee users if you share the audit with them.
Upload attachments in the bottom section by clicking the "Upload Files" link.
Your audit report may look something like the image below.