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. 

CREATING & UPDATING PUBLISH FINAL REPORT WORKFLOWS

1. Log into the ZenQMS

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

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

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 an Audit Type 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