Predefined Comments for Audit Answers

OPTIONAL FEATURE - Contact your RizePoint representative to enable/disable this option.

The "Predefined Comments for Audit Answers" option enables a user to create a predefined comment for an individual audit response and define the circumstances under which the comment will be visible when using 360 Mobile Auditor.

How to Configure a Predefined Comment for an Audit Answer

  1. From the main menu, go to: AUDIT > AUDIT SETUP > AUDIT FORMS.

  2. Select an audit form.  

    Select an audit form

    You cannot add predefined comments to a form that already has audits conducted against it. If you want to use an existing form, you will first need to make a copy of the audit form.

  3. Select Audit Categories.

    Select AUDIT CATEGORIES

  4. From the list of audit categories, select QUESTIONS from the appropriate category.

    Select QUESTIONS

  5. Click on the question to which you will attach a new predefined comment or edit an existing comment.

    Question text

  6. Select NEW.

    Select NEW

    The question displays with empty COMMENT fields below. Checkboxes on the right display columns enabling you to set when the predefined comment will be visible.

    View the Question and the COMMENT fields

  7. Enter your comment text in the COMMENT field.

    Enter your comment

  8. Select or deselect the checkbox(es) to control when you want this comment to display. For example, if you want the comment to display only when the answer is compliant, select only the "Compliant" checkbox. NOTE: By default, all checkboxes are enabled for new comments. Deselect the appropriate boxes to match the conditions of your predefined comment text.


  9. Click SAVE & RETURN.

    Click SAVE & RETURN

    The Answer Definition page will display the new predefined comment. View the columns on the right to see when each predefined comment will be visible.

    Answer Definition page

    This is how the predefined comment will appear in 360 Mobile Auditor:

    Predefined comment in 360 MA

  10. Click RETURN on each page to return back to the list of audit forms.

How to Edit a Predefined Comment and Define When it Will Display

  1. From the Answer Definition page, click directly into the existing text of the predefined comment.


    Click on the comment

  2. Edit the comment text, if necessary.

    Edit comment text

  3. Select or deselect the checkbox(es) to define when the comment should be visible.

    Checkboxes

  4. Click SAVE & RETURN.

    Click SAVE & RETURN

    A red check will display in the appropriate column as a visual indicator that defines when the predefined comment will display.


  5. When you are finished configuring each predefined comment, click RETURN.

    Click RETURN

How to Delete a Predefined Comment

  1. Select the box next to the predefined comment you want to delete.

    Click the checkbox next to the comment
  2. Click DELETE. The comment you selected will be removed from the comment list.

    Select DELETE

 

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