Audit Forms

When you selects AUDIT FORMS, a list of all audit forms is displayed. If no audit forms have been created yet, a message is displayed informing you that no forms exist.

Be sure that users who will be working with audit forms have been given the appropriate permissions. The SYSTEM SETUP ACCESS permission is required in order to access the Audit Setup menu options, in addition to the permission required for a specific function. For example, to create an audit form, a user must have both the SYSTEM SETUP ACCESS and the AUDIT - CREATE permissions.

From this screen you may:

Clicking on any of the links displays the Setup Options page for that audit form.

NEW - allows you to create a new audit form.

EXCEL - exports the list of audit forms to an Excel spreadsheet (optional).*

WORD - exports the list of audit forms to a Word document (optional).*

DELETE - allows you to delete the selected audit form from the list and place it into an Archive folder.

COPY - allows you to create a copy of the selected audit form. This feature is very useful when you need to add questions to an audit form already being used. Many of the fields cannot be edited once an audit has been conducted on the form, but you can create a copy of the form, change the name, then edit the form as necessary.

PORT - allows administrators to copy an audit form to another server. (For example, you can port an audit form on a Staging server to a Production server.) However, this feature requires custom configuration by RizePoint. Please contact your RizePoint representative for details.

VIEW ARCHIVE - allows you to view a list of all audit forms that have been previously archived or deleted. (When an audit form is deleted, it is placed in an Archive folder.)

FILTER droplist - Filters are provided so that you may filter the list to include only those audit forms that meet the specified search criteria. See Using Search Filters for more information.

FILTER links - Links are provided that allow you to create a new filter, edit an existing filter, or delete the currently selected filter.

HIDE/SHOW COLUMN SEARCH link - Clicking this link hides/shows a search field at the top of each column. See Using Search Filters for more information.

PAGE NAVIGATION (located on far left and far right, both above and below the table) - allows you to move from page to page, and displays the total number of pages and total number of items on forms displayed on each page.

PAGE SIZE DROPLIST (located both above and below the table) - allows you to specify the number of audit forms displayed on a page.

SELECTION CHECKBOX - allows you to select audit forms to delete. Click the checkbox at the top of the column to select all audit forms; click again to deselect all forms.

If a search filter is used, then only the records that meet the specified search criteria are included in the export.

The columns displayed in the list of forms can be edited by a user with the appropriate permission. Typically, the list includes the following columns:

AUDIT ID - displays the reference ID of this audit form. It does not need to be unique; it is used primarily as a reference number or label. You may assign the same Audit ID to multiple audit forms. To sort this list by Audit ID, click the Audit ID label at the top of the column.*

AUDIT NAME - displays the name assigned to this audit form. Each audit form must have a unique name. To sort the list by Audit Name, click the Audit Name label at the top of the column.

DESCRIPTION - displays a brief description of the form.

RE-AUDIT TYPE - displays the re-audit type assigned to this audit form (NONE, FULL, MANUAL, or NON-COMPLIANT).

COUNT - displays the number of times an audit has been conducted on this form and successfully uploaded to the server. If this number is greater than zero, you are limited in what you may edit on this audit form. See Editing an Existing Audit Form for details.

CREATION DATE - displays the date on which the creation of the audit form was begun. To sort the list by the date the audit form was created, click the Creation Date column heading.

MODIFIED DATE - displays the last date on which any modifications were made to this audit form. If no modifications have been made, the Modified Date is the same as the Creation Date. To sort the list by the last date changes were made to this form, click the Modified Date column heading.

ACTIVE - displays the Active/Inactive status of this audit form. Click the Status label at the top of the column to sort the list by active/inactive status.*

Clicking a column heading sorts the list in ascending order. Clicking again sorts the list in descending order.