Who is this article for?

Users who want to learn to create and lock an audit program in the Audit Management module.

No elevated permissions are required.

This guide offers a step-by-step process for creating an audit programme in the audit management module and securing it with locking features. It covers configuring a protocol-driven audit, completing the questionnaire, locking responses, and closing and locking the audit programme to maintain data integrity and compliance.

1. Audit program creation and closure procedures

1. Go to Modules and select Audit Management, then click Create New.

2. Enter the audit program name and set Protocol Driven to Yes.

3. Select the protocol and protocol type.
4. Set the option Lock Questionnaire Response based on Program Status "Lock Questionnaire" to Yes.
5. Set the option Lock entire Audit Program based on Program Status "Audit Closed" to Yes.
6. Once all mandatory details are complete, click Perform Audit.

7. Enter all responses to the questions and click Save. Once saved, the program status field will be enabled.
8. Click Lock Questionnaire to lock the questionnaire section.

9. Click OK to confirm locking the questionnaire responses.

2. Steps to lock a closed audit program

1. Enter all audit program details.
2. Once all sections are complete, navigate to Synopsis.
3. Enter the audit synopsis and click Save.
4. Change the program status to Audit Closed.

5. The questionnaire and perform audit sections will now display a lock icon.