Onsite Corrective Action Planning for Mobile Auditor PC

Onsite corrective action planning offers two different ways in which to automatically create action plan items. Both methods, however, require some additional configuration setup.

• Use pre-defined comments as action plan items
• Use auditor-defined comments as action plan items

NOTE:This option is available for Mobile Auditor PC/Compact only.

An audit form configuration option is provided that allows auditors to select comments that have been predefined by administrators to be used as action plan items. The auditor may designate any predefined comment as an action plan item, and it will appear as an action plan item in the Action Plan feedback report.

Enabling the configuration option:

1. Log on as a user with SYSTEM SETUP ACCESS and FORM - ADMINISTRATION permissions.
2. Go to Audit > Audit Setup > Audit Forms.
3. Select the Audit Form.
4. In the Setup Options screen, select CONFIGURATION.
5. Select MOBILE AUDITOR - PC: ENABLE ANY PRE-DEFINED COMMENT AS AN ACTION PLAN ITEM. Enabling this option places an ACTION PLAN button in the Notes window in Mobile Auditor.

   

6. Click SAVE & RETURN.

Creating predefined comments

1. In audit form's Setup Options screen, select AUDIT CATEGORIES.
2. Navigate to the Answer Definition screen of the question that you want to predefine action plan items for.

   

3. Add a comment for each action plan item that you want to include. (Click the NEW button in the Comments (lower) section of the window to add a new comment.)

   

4. Click SAVE & RETURN.

 Using predefined comments as Action Plan items in Mobile Auditor PC/Compact:

A button now appears in the lower left corner of the Mobile Auditor PC Notes window.

The auditor may select any pre-defined note and click the button. This places an Action Plan icon beside the selected comment.

When the audit is uploaded to the server, the selected predefined comment will appear as an Action Item in the Action Plan feedback report.

NOTE: All predefined comments designated as an Action Plan item will appear ONLY as Action Plan items, and will NOT also appear as notes in reports. These comments will ONLY appear as action plan items in the Action Plan feedback report.

Administrators can configure the audit form so that an auditor using Mobile Auditor PC/Compact can enter a note during the audit that can be used as an action plan item. These comments will then appear as action plan items in the Action Plan feedback report in reports.

NOTE: This option does not require the audit form configuration option ENABLE ANY PRE-DEFINED COMMENT AS AN ACTION PLAN ITEM IN MOBILE AUDITOR. That option may be disabled or enabled.

Setting up the Action Plan label in RizePoint:

1. In Audit > Audit Setup > Audit Forms, select the audit form.
2. In the Setup Options screen, select CONFIGURATION.
3. In the drop-list at the top of the page, select LABELS.

   

4. Locate the ACTION ITEM label in the left column. (It's located in approximately the middle of the list of labels.)

   

   Now note the entry in the SETTING field. The predefined comment must match exactly the entry in this field.

   

   By default, this field contains "Action Item:". You may change this label if you wish, but keep in mind that the comment you create MUST match the entry in the SETTING column exactly.

5. Click SAVE & RETURN.
6. In the Setup Options window, click the AUDIT CATEGORIES link to navigate to the question's Answer Definition screen.

   

7. Add a comment that matches the Action Item label exactly. Be sure this comment matches the label in the SETTING field exactly.

   

8. Click SAVE & RETURN to save the comment.

NOTE: The label can be changed for a specific audit form, as described above, or you can change the default audit form configuration setting in System > Defaults > Mobile Auditor Configuration if you want all future audit forms that you create to have this label.

Using auditor-defined comments as Action Plan items in Mobile Auditor PC/Compact:

If a predefined comment that matches the Action Item label in RizePoint has been provided, and the auditor selects that comment and adds text in the top section of the Notes window, that text will display as an Action Item in the Action Plan feedback report.

*NOTE: If you have the "Enable any pre-defined comment as an action plan item in Mobile Auditor PC" option enabled, the ADD TO ACTION PLAN button appears in the lower left column. However, because the option is not required, clicking the button is not necessary; this comment already has the Action Plan icon beside it.