Audit Forms


When you click the AUDIT FORMS tab, a list of all audit forms associated with the location is displayed. Administrators may edit the list. If the location has been given access to the form through a management association, then the name of the management record appears in the Source column on the right. Note that if access has been provided through a management record, then the form cannot be removed unless the management record itself is edited. (If there is no "direct" access, the entry in the Source column appears greyed out, indicating that you cannot remove the association here.)

 

If the audit form has been added directly, either on this tab of the Location profile or from the Locations link on the Audit Form Setup Screen, then DIRECT appears in the Source column, and the audit form may be removed.

 

To add an Audit Form:

  1. Click the AUDIT FORMS tab on the left.
  2. Click the ADD button.
  3. Select the forms that you want to directly assign to this location.
  4. Click the ADD button.

To remove an Audit Form:

  1. Click the AUDIT FORMS tab on the left.
  2. Select the forms that you want to remove them from the list. Note that if access to the form is made through a management record, then it cannot be removed here.
  3. Click the DELETE button.