Who is this article for?

Ideagen EHS users performing an audit.

Access to best practice is required.

Audit notes may be used to document a variety of issues that are identified during an audit, including control weaknesses, non-compliance with policies or regulations, discrepancies in financial records, or other issues that may impact the organization's operations or financial results.

This article outlines:

1. How to Add a Note
2. How to Delete a Note
3. Further Reading

1. How to Add a Note

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 Notes tab.
6. Click New.

7. Enter the required information:

• • • Title: A clear and concise title for the note that will be shown on the notes list.
    • Summary: The note information.

8. Click Save.

Note: A note is limited to 4000 characters.

2. How to Delete a Note

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 Notes tab.
6. Check the box to select the note.

7. Click Delete.
8. Click OK to confirm.

3. Further Reading

• How to Add or Delete Best Practices on an Audit Program
• How to Delete an Action Item
• How to Create an Audit Program