Verifying Compliance

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

This task type requires the location to request a verification audit from a third-party auditing service. Once the audit has been conducted and the results uploaded to the system, you'll need to add those results to the AUDIT RESULTS tab, and then mark the task complete.

To request a verification audit:

1. On the Programs tab of your Location profile, navigate to the verification task.
2. Click on the task name to select it.
   
   
3. Click REQUEST AN AUDIT button.
   
   
4. Select the appropriate schedule from the SCHEDULE NAME droplist. Only schedules associated with your location appear in the list. In some cases, only a single schedule may be available; in other cases, several schedules may be available.
   
   
5. In the PERFORMANCE DATES fields, select the date range during which the audit is to be conducted.
   
   
6. If necessary, you may enter notes into the SCHEDULE NOTES field.

   This is the only information you need to provide. The audit company will schedule the audit.

7. Click the SAVE button. The request is sent to the audit company responsible for conducting this audit. They will schedule the audit.

To add the results to the Task profile:

1. Navigate to the Task profile page.
2. Click the AUDIT RESULTS tab tab.
   
   
3. Click the ADD button.
4. Check the box beside the audit result to select it, then click the SAVE button.
   
   

   Do not click on the START DATE link. Doing so opens the results in a feedback report. Instead, you only want to select the results, which you do by checking the box to the left of the Start Date. If you want to view the results before selecting them to confirm they are the correct results, then click the START DATE link and select the feedback report. After viewing the results, click the RETURN button at the top of the report window, then click the RETURN button at the top of the FEEDBACK REPORTS tab of the Audit Results profile page. Once you've confirmed these are the correct results, you can then select the results by checking the box, and click the SAVE button to add the results to the Task profile.

5. Once you've added the results of the verification audit, the task can be marked complete. Click the COMPLETE button.
   
   

   Note that an UNDO COMPLETION button becomes available. Also notice that the COMPLETED DATE field is set at this time.
   
   

ref: Programs