Who is this article for?

Ideagen EHS users creating an audit program.

Audit creation access is required.

Audit Program Status provides visibility for tracking the audit program from start to finish. It allows the users to identify the next phase in the life cycle of an audit program to move an audit along to the next phase.

This article is split into the following sections:

1. How to Add an Additional Status
2. How to Delete a Status
3. Further Reading

1. How to Add an Additional Status

1. Click Modules, and then Audit Management.
2. Click Manage Audits.
3. Search for and open the audit you need to update.
4. Expand Audit Setup.
5. Click Program Status.

6. Click on the New button.
7. Agree to adding a new status.
8. Use the dropdown list to select the phase/stage of the audit.

10. Assign the user responsible for completing the status.
11. Repeat the process for all statuses you need.
12. Click Save and Next to complete the next steps or click Perform Audit to begin the audit.

Need to change the order of the statuses? Visit How to Change the Sequence of Audit Program Statuses for details.

2. How to Delete a Status

Important Note: Deletion cannot be undone.

1. Click Modules, and then Audit Management.
2. Click Manage Audits.
3. Search for and open the audit you need to update.
4. Expand Audit Setup.
5. Click Program Status.

6. Check the box next to the status you need to delete.
7. Click the Delete button.

8. Click OK to continue.

3. Further Reading

• How to Create an Audit Program
• How to Change the Sequence of Audit Program Statuses