Audit Workflows - Send to Auditee

In order to use an internal site (Site Management section of Administration) in the Audits module, you will need to set up the Send to Auditee workflow. This workflow can be skipped when actually executing the audit, but must be defined either way.

 

CREATING & UPDATING SEND TO AUDITEE 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

4. Select the Workflow Templates tab

Screen_Shot_2018-10-04_at_11.15.08_AM.png

5. From the drop-down menu, select 

6. Select a Site 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 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.