How to Configure Final Report Workflows for Audit Categories

NOTE: Users will need the permission "Member Administration/Configuration" to create audit category workflows.

To configure a final report workflow for an audit category, please follow the steps outlined below.

Log into ZenQMS. From the Main Dashboard, select the "Settings" icon:

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Click "Administration":

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Select "Configuration":

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Select "Workflow Templates":

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From the dropdown, select "Audit Report: Publish Final Report":

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Next, choose the audit category that you would like to configure the final report workflow for from the dropdown:

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Fill in all workflow information:

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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:

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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:

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