Audit Results

Selecting VIEW AUDIT RESULTS from the Audit menu or FEEDBACK REPORTS from the Reports menu displays a list of all audit results available to you. Once an online audit has been approved, or an audit has been completed and uploaded to the database from Mobile Auditor, it is immediately available for viewing.

The access rights associated with your username and password determine which audit results you can view. Your system administrator specifies the access rights of all users during system setup. If you log on as a manager, you may have access to all results. If you log on as an auditor, however, you may only have access to audits that you have conducted.

When the SHOW APPROVAL STATUS option is enabled, a permission, RESULTS - VIEW STATUS becomes available.  Only users with this permission are able to see this column.  Contact your RizePoint representative for details.

VIEWING AN AUDIT RESULTS REPORT

1. Select Audit > View Audit Results OR Reports > Feedback Reports from the menu bar. A list of all results available to you is displayed.
   
   
   

   You can use the Search filter or Column Search filters to locate specific results.

    

2. Click the date link of the results you want to view. A list of available feedback reports is displayed.
3. Select the report you want to view. The following reports may be available. Note that in addition to the first three report types listed below, many custom feedback reports may also be available.
   • ACTION PLAN - This report allows users to specify a plan of action for correcting non-compliancies, identify the person responsible, and specify a due date and completion date.
   • AUDIT MAINTENANCE TOOL - This report allows users to change different aspects of an audit result that has already been uploaded to Mobile Reporter.
   • AUDIT SUMMARY - This report provides an overview of the entire audit. It breaks down the results by category. You may view the answer choices of all questions, or of only non-compliant questions.
   • CUSTOM FEEDBACK REPORTS - Your administrator can create a library of custom audit summaries that contain specific information that can be used with any audit form. This report may also be viewed in PDF format.(These custom feedback reports were referred to as Executive Summary feedback reports in previous versions of RizePoint.)
   • REPEAT VIOLATIONS REPORT* (optional) - This report displays an audit summary that includes the point values earned on this audit, as well as the points earned on the same questions that appeared on the previous audit.
4. Click on the report you want to view.

SCHEDULING ANOTHER AUDIT FOR THIS LOCATION

The SCHEDULES tab is provided to allow you to quickly and easily schedule another audit for this location. Clicking this tab and scheduling an audit here is the same as going to Audit > Schedule Audit > Request an Audit. Note that this tab does NOT pertain specifically to this audit -- it is merely a shortcut to the REQUEST AN AUDIT command and is provided for your convenience.

ATTACHING FILES TO AUDIT RESULTS

The ATTACHED FILES tab allows you to attach supplemental or supporting documentation to audit results. All file formats are supported, including image files. The typical maximum file size is 10 MB. Contact RizePoint if you need to increase the maximum file size allowed on your site.

Each aspect of file management requires a specific permission, so you can allow some users access to only view the files, and allow other users to add, edit, or delete these files. The following permissions determine who has access to this area:

• RESULT MENU - ADD/EDIT ATTACHED DOCUMENTS - Allows a user to add/edit documents attached to an audit result in the audit result feedback report menu. The VIEW ATTACHED DOCUMENTS permission is also required in order to edit or add files.
• RESULT MENU - DELETE ATTACHED DOCUMENTS - Allows a user to delete documents attached to an audit result in the audit result feedback report menu. The VIEW ATTACHED DOCUMENTS permission is also required in order to delete files.
• RESULT MENU - VIEW ATTACHED DOCUMENTS - Allows a user to view documents attached to an audit result in the audit result feedback report menu.

To add a file to an audit result:

1. Go to Audit > View Audit Results.
2. Locate the audit result that you want to attach a file to, then click on the corresponding DATE link to select it.
   
   
3. On the left, click on the ATTACHED FILES tab. A list of currently attached files is displayed.
   
   
4. Click the NEW button.
   
   
5. In the LABEL field, enter a name for the file. This is the name that will appear in the Attached Files list. It may differ from the actual name of the file.
   
   
6. Enter the type of file. The File Type field is text only, therefore, you do not need to specify a file extension. Examples of acceptable file types might be: letter or image, or Word document.  This is a required field.
   
   
7. In the optional File Description field, you may enter a brief description if necessary.
   
   
8. Click the CHOOSE FILE button to locate and select the file that you want to attach.
   
   
9. Click SAVE.
10. Click RETURN. The file is added to the audit result and now appears in the Attached Files list.
11. From the Attached Files list, click on the name of the attached file.  
12. From the File Upload page, click DOWNLOAD. The attached file will download so you can open and view it.
    
    

VIEWING THE CHANGE HISTORY OF THIS AUDIT RESULT

Click the CHANGE HISTORY tab to display a history of all changes made to this audit result. The information includes the date of the change, as well as the name and user ID of the person who made the change.