Audit Workflows - Publish Final Report & Send to Auditee

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. 

Publish Final Report Workflows: 

Creating & Updating 

Log into the ZenQMS. Navigate to Settings - Administration. 

Click Configuration:

Select the Workflow Templates tab:

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

Select an Audit Category from the next drop-down menu:

Update the step name, approval reason, delegation settings, user/role assignments. Click save changes when ready. If you would like to add additional workflow steps, click add workflow step, fill out the required information, and click save changes.

Send To Auditee Workflows: 

Creating and Updating 

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

Select a Site from the next dropdown. Update the step name, approval reason, delegation settings, and/or user/role assignments. Click save changes. If you would like to add additional workflow steps, click add workflow step, fill out the required information, and click save changes.