Audit Workflows - Publish Final Report

One of the most important configuration settings for the Audits module is the Publish Final Report Workflow. The Publish Final Report step is the main approval for the Audits module and allows the audit to move into the Auditee Receipt/Response Phase (Audit Lifecycle article). 

 

CREATING & UPDATING PUBLISH FINAL REPORT WORKFLOWS

1. Log into the ZenQMS

2. Click on your name in the upper righthand corner and choose Administration from the drop-down 

3. Click Configuration on the lefthand side, located under Site Management

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4. Select the Workflow Templates tab

5. From the drop-down menu, select 

6. Select an Audit Category from the next drop-down menu

7. Update the step name, approval reason, delegation settings, and/or users/user groups

8. Click 

9. (optional) If you would like to add additional workflow steps, click , fill out the required information, and click 

 

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