How to Launch and Complete an Audit

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Note:

  1. There are two types of audits, standard and part audit. A standard audit is assigned to 1 person to complete, and must be completed in 1 session. A part audit has multiple sections, and can be assigned to multiple people to complete the different sections.
  2. Audit’s can be scheduled/assigned or they can be completed at any time using the On Demand feature.
  3. Scheduled audit’s can be created as a REPEATING Audit. This means that once an audit is completed, it can be completed again.

 

To Launch an On Demand Audit

  1. From the Home Page click on the QRM icon
  2. Click on QRM on Demand from the QRM landing page
  3. Select the QRM audit that needs to be completed from  the drop-down arrow.
  4. Type in the Schedule Name/Location (this will be your identifier for this particular audit) field, and click Perform Audit
  5. Complete audit

Note:

      1. If you do not complete the audit in 1 session, you can click on Save & Finish later.
      2. If you completed the audit click on Save and Review Deficiencies.
      3. Add comments/create actions, if applicable.
      4. Click on Finish and Lock the audit. You will be brought back to My QRM.

Note: If you are completing a repeat audit, click on Send Notification and Repeat Audit. Type in the schedule name/location and click on Repeat Audit.

 

To Launch a Scheduled Audit

  1. From the Home Page click on the QRM icon
  2. On this screen you will see a list of audits that have been assigned/scheduled for you to complete.
  3. Click the name of the audit you would like to complete.
  4. Complete audit

Note:

      1. If you do not complete the audit in 1 session, you can click on Save & Finish later.
      2. If you completed the audit click on Save and Review Deficiencies.
      3. Add comments/create actions, if applicable.
      4. If it is a part audit, complete all parts required from yourself, and it will then notify the additional participants that they can go in and complete their part of the audit.
      5. Click on Finish and Lock the audit. You will be brought back to My QRM.

Note: If you are completing a repeat audit, click on Send Notification and Repeat Audit. Type in the schedule name/location and click on Repeat Audit.

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