Who is this article for?

Ideagen EHS users performing an audit.

Access to best practice is required.

Best practice refers to the proven and effective approach to operational processes. This ensures consistency and quality of output.

Whilst performing an audit you may wish to identify best practice elements on your Audit Program.

This article outlines:

1. How to Add Best Practices
2. How Delete Best Practices
3. Further Reading

1. How to Add Best Practices

1. Click Modules, and then Audit Management.
2. Click Manage Audits.
3. Search for and open the audit you need to raise the action item on.
4. Expand Perform Audit.
5. Click the Best Practices tab.
6. Click New.

7. Enter all of the required information.

8. Click Save.

2. How Delete Best Practices

1. Click Modules, and then Audit Management.
2. Click Manage Audits.
3. Search for and open the audit you need to raise the action item on.
4. Expand Perform Audit.
5. Click the Best Practices tab.
6. Select the Best Practice you would like to remove.
7. Click Delete.

8. Click OK to confirm.

3. Further Reading

• How to Delete an Action Item
• How to Complete an Action Item
• How to Complete a Questionnaire
• How to Create an Audit Program