Configuring Final Report Workflows for Audit Categories

Log into the ZenQMS. Navigate to Settings - Administration. 

Click Configuration:

Select the Workflow Templates tab:

From the drop-down menu, select Audit Report: Publish Final Report:

Select an Audit Category from the next drop-down menu:

Fill in all workflow information:

1. Step Name: Fill in the workflow step name

2. Reason Code: Select a reason code from the dropdown

3. Step Delegation: Select either "yes" or "no"

4. Authorized Groups (Roles) & Users: Select individuals or roles. Multiple roles and individuals can be added as authorized personnel.

5. Add Workflow Step: Additional workflow steps are added here, if needed. 

For all workflow steps, please click save changes when finished with the configurations for that step. If you need to delete a step, click the delete step button next to the step: