To start, type the name of the site/vendor in the jump to QSheet function at the bottom right of the screen. Once the site/vendor populates in the search list, click on its name to open it.
Click on the create new report option. next, click on the compose new audit button.
An audit date window will appear and you will be required to enter an audit date. Once you enter a date, the new audit details page will open. The audit ID will be at the top of the audit window. To move on to the audit report you will need to fill in the required audit fields as well as any required custom fields, if applicable.
Next, click on the audit report tab. You can manually add the audit report or use a saved template. Once the audit report is added, click the save option to move forward.
If there are any observations that need logged in the audit, you may do so after the audit report is successfully saved. To create an observation, click on the observations tab. Next, click on new observation. Fill in the highlighted sections and save the observation when finished.
The observation will be in the unresolved status, which is correct. The observations can be addressed after the final audit report is sent out and approved.
Next, click on the workflow tab. From the workflow dropdown select audit report: publish final report. Then select the user(s) to complete the workflow from the dropdown.
The selected approver will see the signature needed on their main dashboard. They can click the approve option and sign off on the audit.
Once the final report workflow has been approved, the observation that was logged will be visible on the observations dashboard in the pipeline widget. You may click into the graph widget to drill down the data table to open and complete the observation. As a note, observations do not need to be completed to close the audit.
The next step is to open the audits full table, locate this audit, and click on the status of the audit. The status should read published final report.
A pop up will display; click the send to auditee option.
Select the approver for this workflow and send it off for approval. You can choose which sections of the audit you would like to send to the user.
The workflow user will have this signature pending on their main dashboard. To sign off on this audit, they can drill down the widget and click the approve option to sign off.
Now it is time to close out the audit. Go back to the audits full table and click on the status of this audit again. It should read pending auditee response.
The audit close out window will pop up. Fill in the information and you can close the audit if ready. You do not need to close the observations to close the audit, but if you do want to close the observations, you would do so before this step.