One of the most important configuration settings for the Audits module is the Publish Final Report and Send to Auditee Workflows. The Publish Final Report step and Send to Auditee are the main approvals for the Audits module and allow the audit to move into the Auditee Receipt/Response Phase (Audit Lifecycle article) and then to close out. 

 

CREATING & UPDATING PUBLISH FINAL REPORT WORKFLOWS

1. Log into the ZenQMS

2. Navigate to Settings then Adminsitration

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

Screenshot_2023-04-03_at_9.46.59_AM.png

4. Select the Workflow Templates tab

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

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 

 

CREATING AND UPDATING SEND TO AUDITEE WORKFLOWS

1. Follow steps 1-4 from above

2. From the drop-down menu, select Audit Report: Send to Auditee

3. Select a Site from the next dropdown

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

5. Click

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

 

 

 

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