Schedule a Batch of Audits

 

  1. From the main menu, go to AUDIT > SCHEDULE AUDIT > BATCH REQUEST AUDITS.  The BATCH SCHEDULE AUDITS page will display.

Batch Schedule Audits  


2. From the dropdown menu, select the SCHEDULE NAME of the appropriate audit to be conducted. The list of schedule names is configured from the schedule(s) that have previously been set up. Schedule names display in the order they were entered. To set up a schedule, see Schedule Setup.  

In the example below, the selected Schedule name (highlighted in blue) indicates that the audit will be conducted in October 2016 by Audit Company #01.

Select the correct schedule


3. Navigate to the REQUESTED DATE RANGE fields and use the calendar picklist to select a specific start date and a specific end date. The audit should occur some time between these two dates. Notice that the calendar also displays the weeks of the year in the far left column.

Select audit date range

 


4. If necessary, enter comments in the COMMENTS field. Comments entered here will be available to all users.

Enter comments

Comments entered into this field will be seen by all users. You may enter separate, internal comments at the location level for users who have been granted the following permission:  SCHEDULE - SCHEDULE INTERNAL NOTES: Allows access to the internal notes of a schedule request.
 
To enter internal comments:
  1. Go to AUDIT > SCHEDULE AUDIT > SCHEDULED AUDITS.
  2. Click on the appropriate location.
  3. Enter comments in the INTERNAL COMMENTS field.
  4. Click SAVE.


5.  Select the location(s) at which the audit will be conducted. This is a responsive search field. Type a keyword to search and filter the listing, then click on the appropriate locations. Select ALL if the audit will be conducted at all locations in the list. If you need to add more locations, remove your search text from the field to begin another search. If you select a location, it will display with a gray highlight. To de-select a location, click it again.

Select locations

 

6. Click ADD. The selected locations will be removed from the list on the left and will display on the right.

Click ADD

 

7.  Select the appropriate AUDIT TYPE from the drop-down list.

Drop-down list of Audit Types

 8. Select the appropriate AUDIT FORM from the drop-down list.

Select an audit form

RizePoint validates that the audit form you selected is assigned to the location(s) (accounts) you identified. If an location has not been assigned the audit form you selected, an INVALID ACCOUNTS dialog box will display (see below). Click YES to have the invalid account(s) (location) automatically removed from your list of sites to receive the audit. Click NO to return to the BATCH SCHEDULE AUDITS screen.  From here you will need to assign the form to the invalid account (location(s)).
 
List of Invalid Accounts
 
 

 

9. OPTIONAL: Click the checkbox next to the SEND EMAIL NOTIFICATION TO THE PRIMARY CONTACT OF THE AUDIT COMPANY if you want the primary contact at the audit company to receive notification about the audit(s).  The RizePoint default template uses replacement tags to identify the schedule name, audit type, audit form, and the requested date range. (See default email below.) If you included comments in the Comment field, they will be included in this notification email.

Edits to the batch notification template can be made by a user with the appropriate permissions. The template name is BATCH SCHEDULE NOTIFICATION. See Templates.

Email notification checkbox

Default notification email

 

10. Click SAVE in the upper right corner.

Click SAVE