Re-Audit
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OPTIONAL FEATURE - Contact your
RizePoint representative to enable/disable this option. |
The RE-AUDIT option allows auditors using Mobile Auditor to perform
a re-audit on a location. When using Mobile
Auditor PC, These re-audits may be based on compliance
or by repeating the entire audit. In addition, an infinite number of re-audits
can be performed on a single location.
when using Mobile Auditor PC to conduct the audit.
NOTE: You may not conduct a re-audit online.
- Log on as a user with permission to edit an audit form.
- Go to Audit > Audit Setup > Audit Forms.
- Create the Audit Form that you want to use to conduct a re-audit.
- From the audit form Setup screen, select CONFIGURATION.
- From the
Re-Audit Type drop-down list, select the type
of re-audit allowed on this form.
There are four different re-audit types from which to choose. A
re-audit only looks at the previous audit conducted on this form to
determine which questions to display on the re-audit. (NOTE:
Mobile Auditor PPC uses only the MANUAL re-audit
type.)
- FULL - When FULL is selected, all questions appear on every
re-audit. (Mobile Auditor PC only)
- MANUAL - This option is used
only under specific circumstances and may not be used if the Dynamic
Question Functionality (Triggered Questions) option is enabled.
At the time the audit form is created, if the Re-Audit Type is
set to MANUAL, each category and question is assigned a re-audit
type. NOTE: You cannot perform a re-audit on a re-audit when the
Type is set to MANUAL. (Mobile
Auditor PC and Mobile Auditor PPC)
- NON-COMPLIANT - When NON-COMPLIANT is selected, only questions
that received non-compliant answers on the previous audit are
displayed on the successive re-audit. Please note that questions
that are not required to be answered are considered compliant.
(Mobile Auditor PC only)
- NONE - When the NONE option is selected, no re-audits can be
conducted on this form. NONE is the default Re-Audit Type.
for both Mobile Auditor PC and Mobile Auditor PPC.
- Click OK.
PERFORMING A RE-AUDIT
The following example demonstrates conducting a re-audit on questions
that were marked as non-compliant on the previous audit. Therefore,
these instructions pertain exclusively to Mobile Auditor PC, because the
NON-COMPLIANT re-audit type is not available for Mobile Auditor PPC. See
Manual Re-Audit Type for more information
on conducting a re-audit with Mobile Auditor PPC.
As an example, assume an auditor conducted an audit on an establishment,
and out of 100 questions, 18 were non-compliant. If the audit type assigned
to this audit form is set to NON-COMPLIANT, when the auditor returns the
following month to perform a re-audit, only those 18 questions will appear.
(If, instead, the type was set to FULL, then all 100 questions would appear.)
To conduct a re-audit:
- Start Mobile Auditor PC
and perform an update to make sure that all files are current.
- If a different auditor conducted the previous audit or re-audit,
you'll need to download those results. See Downloading
Audit Results.
- Select OPEN EXISTING.
- Change the Status
Type Filter to ARCHIVED. When ARCHIVED is selected,
only audits that have been uploaded to the system appear in the list.
Note that initial audit results are white, while results from re-audits
appear in yellow.
- Select the audit or re-audit on which you want to perform a re-audit.
If the audit you select has been configured for a re-audit (if the
audit type has not been designated as NONE), the RE-AUDIT button becomes
enabled. If the RE-AUDIT button is not enabled, see TROUBLESHOOTING,
below, for a list of possible reasons.
- Click the RE-AUDIT
button. The audit begins, but only those questions
marked as non-compliant on the previous audit appear in this audit.
- Conduct the audit as usual.
TROUBLESHOOTING
If the RE-AUDIT button is not available, it may be due to one of the
following conditions:
- The RE-AUDIT type is set to NONE, so re-audits are not allowed.
- The RE-AUDIT type is set to MANUAL, and the audit result you selected
is a re-audit (displayed in yellow.) When the Re-Audit Type is set
to MANUAL, you may not perform a re-audit on a re-audit. To perform
a re-audit on a re-audit, the re-audit type must be set to NON-COMPLIANT
or to FULL. (All audits conducted
on Mobile Auditor PPC devices use the MANUAL re-audit type only.)
- Mobile Auditor PPC only: The audit
you selected is a re-audit (displayed in yellow), and you may not
perform a re-audit on a re-audit using Mobile Auditor PPC.
ref:
reaudittypes