Who is this article for?

Users who want to learn more about changes in version 24.2.

No elevated access or permissions are required.

This article outlines feature changes, enhancements, and fixes introduced with this update.

1. Features
2. Further Reading

1. Features

 Lock Audit Responses and based on Audit Program Status

This enhancement:

• Has Program level configuration to decide if a Program questionnaire should be locked or entire Audit should be locked based on Program status
• Has a new dropdown to change Audit Program status from any of the screens under perform audit based on permission, hence enhancing the usability of Audit Program status feature
  
  • • This dropdown will be enabled only when Questionnaire has been completed for the Site/Sub Type
    • Only next available status will be displayed in the dropdown (like a workflow) based on logged in user's permission
• A new default status has been added named "Lock Questionnaire" which will be 2nd in the sequence after "Audit Scheduled" when applicable
  
  • • This status will drive response locking
• As currently happens additional status can added between "Lock Questionnaire" and "Audit Closed" statuses
• Lead Auditor of the Audit will by default get permission for all default statuses
• Once Questionnaire is complete, "Lock Questionnaire" will be available for selection.
• Once selected, all Question Responses, Section Applicability checkbox(s) will be disabled
  
  • • Reload Protocol option will be hidden
    • Complete icon on Questionnaire Tab will be replaced with Lock icon
• Users can work with all other functionalities and screens at this point
• Program Status dropdown will continue to display next available status as Audit Program is transitioned through different statuses
• Once Program status is changed to "Audit Closed" (the last status),
  
  • • Entire Audit Program will be locked for any kind of editing or deletion except for below actions
      • • • Users can update any Open Findings
          • Users can create new Action Items and update Open Action Items
• Complete icon on Perform Audit tab will be replaced with Lock Icon
• Lock Icon will be appended in Program ID column in the Manage Audit List screen, Sub Type Audit List screen.
  • • For Sub Type Pop-up list screen the lock icon will be suffixed in Sub Type value column
• In Case of Sub Type Audit, lock icon will be displayed in Audit List screen only if Audit is locked for all Sub Type values
• There is a new permission added for both Corporate and Site Audit for Self and Other to provide ability to make modification to Locked Questionnaire/Audit
• Users with respective permission will be able to edit locked questionnaire and audit program

2. Further Reading

• 24.2 Risk Assessment Release Notes
• 24.2 Mobile Pro Release Notes
• 24.2 Chemical Management Release Notes
• 24.2 Industrial Hygiene Release Notes
• 24.2 Occupational Health Release Notes
• 24.2 LMS Release Notes
• 24.2 Performance Management Release Notes
• 24.2 Incident Management Release Notes
• 24.2 Foundation & Framework Release Notes
• 24.2 Insight Release Notes