Recent Audit Results Widget Setup

The administrator must have the ACTIVE HOME PAGE ADMIN permission to create, edit, and delete Active Home Pages. See Assigning the Active Home Page Permission.

The Audit Results grid (accessible by navigating to AUDIT > VIEW AUDIT RESULTS) displays all audit results that the logged-in user has access to see. The Recent Audit Results widget (an Active Home Page widget) displays the five (5) most recent audit results from within the Audit Results grid. Audit Results in either view are displayed even if the form from which the results were generated is no longer active.   The Recent Audit Results widget displays the following: results by date, the location ID, the audit type, and the audit form name for each result.

About the Recent Audit Results widget:

• The number of non-compliant responses per audit result is displayed in the corresponding audit bubble on the graph.
• The five (5) most recent audit results display—in list form— below the audit bubbles.

• The CRITICAL NON-COMPLIANCES ONLY checkbox allows the end user to toggle the view between the total number of non-compliant audit results and the total number of critical, non-compliant results.

• A GO TO ALL RESULTS link will take you directly to the RizePoint audit results grid.

To view this widget from the perspective of an end user, see Recent Audit Results Widget.

To Customize the Recent Audit Result Widget

1. Go to SYSTEM > ACTIVE HOME PAGE ADMIN.

2. Click the cog wheel of the active home page you want to edit, then select EDIT. In this example, we are using the AUDITORS' HOME PAGE. Alternatively, you can also access this active home page by clicking the name of the home page (in orange font) at the bottom of the thumbnail.
   
   

3. Navigate to the Recent Audit Results widget. If you need to add this widget to the active home page, see Creating a New Active Home Page.  Click the cog wheel icon to enable EDIT WIDGET CONFIGURATION mode. The Recent Audit Result widget's dialog box will display.
   
   
   

4. From the dialog box, customize the widget by entering a title and selecting the Audit Date Setting.
   
   
   
   •TITLE -  text in this field will display at the top left corner of the widget; the default title text is Recent Audit Results. Enter a new name for the title of this widget, if desired.
   
   •AUDIT DATE SETTING -  use this drop-down list to configure the widget to show recent audit results by start date, end date, or upload date
   
   

5. Click APPLY to save the new edits. Click CANCEL to discard changes to the dialog box. You will be redirected back to the Active Home Page.
   
   
   

6. View the newly-customized News widget on the Active Home Page screen.
   
   Notice that both an administrative user and an end user can toggle the view between the total number of non-compliant audit results and the total number of critical non-compliant results.
   
   If the CRITICAL NON-COMPLIANCES ONLY checkbox is unchecked, the audit bubbles will display the total number of non-compliant results.
   
   
   
   If the CRITICAL NON-COMPLIANCES ONLY checkbox is checked, the audit bubbles will only display the total number of critical, non-compliant results.
   
   
   
   

7. To save edits in any widget, you must click the SAVE CHANGES icon in the top right corner of your screen. If you do not click this icon, your changes will not be saved.