Configure the Audit Result Approval 2.0 Grid

OPTIONAL FEATURE - Contact your RizePoint representative to enable/disable the Audit Result 2.0 functionality to use this feature.

The Audit Result Approval 2.0 page is accessible by selecting AUDIT > AUDIT RESULT APPROVAL 2.0 from the main menu bar.

Audit Result Approval page  

 

The Audit Result Approval 2.0 grid and columns are configurable by activating the application's configuration Edit Pencil in the upper right corner of the window header. Using the Edit Pencil allows you to choose the columns that display and the order in which they are arranged in the grid.  

To select the Audit Result Approval 2.0 grid columns that will display:

    1. Click the edit pencil in the upper right corner of the window header. An additional Edit Pencil appears on the far right, in the bar directly above the grid next to the Hide/Show Column Search toggle.

      Edit pencil
    2. Click the Edit Pencil on the far right. A new browser window, or a new browser tab (depending on the browser being used) will open, and display the list of available columns in the Grid Configuration Audit Approval List:

      Grid Configuration list

      COLUMN NAME

      DESCRIPTION
      Account ID Displays the ID of the account as it appears in the Location Record.
      Account Name Displays the name of the account as it appears in the Location Record.
      Address 1 Displays the address as it appears in the Location Record.
      Address 2 Displays the address as it appears in the Location Record.
      Audit Name Displays the name of the audit form.
      Audit Result ID Displays the Audit Result ID which is auto-assigned by the database when the audit results are uploaded.
      Auditor First Name Displays the auditor's first name.
      Auditor Last Name Displays the auditor's last name.
      Checkbox Displays a check box to select audit results.
      City Displays the city as it appears in the Location Record.
      Country Displays the country as it appears in the Location Record.
      Form Type Displays the type of audit form (annual, monthly, quarterly, etc.)
      Phone 1 Displays the Phone 1 number as it appears in the Location Record.
      Postal Code Displays the postal code as it appears in the Location Record.
      Rating Displays the audit rating.
      Score Displays the audit score based on the client's scoring system.
      Start Date Displays the audit start date.
      State Displays the state as it appears in the Location Record.
      Status* Displays the status of the audit results.  There are three status levels: PENDING APPROVAL, APPROVED, or DISAPPROVED.
      Step* Displays what step the approval process currently resides. Refer to the steps in the Audit Result Approval Rule created for that set of audit results to determine the number of steps that have been set for that rule.
      Upload Date Displays the date that the audit results were uploaded.
It is best practice to ensure that you have the STATUS and the STEP columns always displayed because these provide an instant update on the progression of audit results through the approval process.


STATUS and STEP columns

To edit the left/right position of the column in the grid:

      1. Check the box beside the grid item that you want to edit.

        Check box next to column name

      2. Click the MOVE UP button to move the column one position to the left, or click the MOVE DOWN button to move the column one position to the right.

        Move Up and Move Down options

      3. Close the browser window or the browser tab.

      4. If the changes that you made are not visible, reload the Audit Approval page.

        Reload page

 

To edit other specifications of the column:

1. Select the grid item that you want to edit.

2. Click the EDIT button.

3. Edit the specifications as desired. You may edit the following items:

VISIBLE (required): Allows you to specify whether or not to display this column in the grid.

DISPLAY ORDER (required): Allows you to change the position of the column by entering a different column order in this field.

FORMAT STRING: Allows you to specify a format to use for certain fields such as Date/Time or Y/N.

COLUMN DISPLAY NAME (required): Allows you to change the label that appears at the top of the column.

4. Click SAVE.

5. Click RETURN.

6. Close the browser window or the browser tab of the configuration page.

7. If the changes you made are not visible, reload the Audit Approval page.

Reload page


See Audit Result Approval 2.0 Permissions.

See also: Editing the Contents of the Grid.

 

ref: AuditApproval2