New
Updated
No results found
enterReturn key to
select
Arrow keys to navigate
escEscape key to
close
Locking audit questionnaires
Who is this article for?Users working with audits.
Audit access is needed.
In this guide, you will learn how to lock questionnaires and audit programs through a series of interactive steps. From creating new entries to managing audits, follow the precise instructions to successfully lock questionnaires and preserve data integrity.
Important Note: The auto closed audit option conflicts with the lock functionality, so keep in mind that you cannot keep both and you need to pick
one to be set as default. This is why this new enhancement is being introduced as a private configuration to switch between one option or the other. By default, this new lock feature will be released as off.
1. Locking audit questionnaires
- Open the modules and launch Audit Management.
- Click Create New.
- After selecting the audit type, Enter your program title.
- Select your protocol for this program. This is where you need to decide if a program questionnaire or the entire audit should be locked based on the program status.
- Click Perform Audit.
- Proceed to complete your entire audit or inspection.
- Fill in the compliance status.
- Click Audit Status drop down and select Lock Questionnaire.
- Click OK.
Note: Once questionnaire is locked, all question responses and section applicability checkboxes will be disabled, and the reload protocol option will be hidden. however, you may continue reporting and updating findings, action items, comments and attachments.
- After all steps are finalized, authorized auditors can change the program status to “Audit Closed.” This locks the entire audit program from any edits, except for updating open findings or action items. Click program status drop down to change from Lock Questionnaire to Audit Closed.
- Click OK.
2. Further Reading
- Creating protocols and questions
- Creating a new training plan
- Closing and re-opening an Incident
- Configuring Incident severity classifications
- Configuring Near Miss Incident Severity Classifications
- Configuring SIF driven investigations
- Updating dynamic tags using Dynamic Tag pro
- 24.2 Audit Management Release Notes