How to Create & Manage Audit Categories

NOTE: Users will need the permission "Member Administration/Configuration" to add or edit audit categories.

Audit categories are useful in classifying reoccurring or one-time audits. audit categories also dictate audit workflows for publishing final audit reports.

To create an audit category, please follow the steps below.

1. Log into ZenQMS. From the Main Dashboard, select the "Settings" icon:

settings icon.png

2. Click "Administration":

Administration.png

3. Under "Member Account/General Preferences", scroll down to the audit category section and select "Add Category": 

audit.png

4. Add a name for the audit category and a value for the interval , in months. Click "Save" when finished:

audit.png

5. The newly created audit category will be listed in the audit category list:

audit.png

To edit an audit category, please follow the steps below.

1. Navigate to the audit category list under Settings - Administration.

2. To disable the audit category, click the word "yes" under the active column. This will change to "no" and the category will be disabled:

audit.png

3. To edit the name of the category or the interval months, click on the name of the audit category:

audit.png

4. After changes have been entered for either the category name and/or interval months, click "Save". All changes will be immediately updated:

audit.png

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.