How to Edit an Audit

HOW TO EDIT AN AUDIT

Occasionally, audits may require updates. When updating audits that are active and scheduled, you MUST inform your team that you are updating it, and let them know when the new one will be available, as the previous version will need to be inactivated.

Once an audit is inactivated any incomplete audits, and/or scheduled audits will no longer be available. Additionally, the copied (updated version) audit must be assigned a new name, as the system does not allow multiple audits with the same name.

Updating Process Notes:

1. All edits are made from the UNDER CONSTRUCTION TAB.
2. From the ACTIVE TAB, you can  Inactivate the current audit, then create a copy, make your changes and active the new audit.
3. From the ACTIVE TAB, you can Create a copy (new audit), then inactivate the original, and lastly activate  the updated version and reschedule if required.

Understanding Editing Tools - Under Construction

The check mark icon allows you to make the audit active, moves the audit to the My Active Library directory.

 The double-page icon allows you to designate the audit as a repeat audit. A repeat audit enables users to complete the same audit multiple times in succession.

 The circle icon allows you to make the audit on demand. On Demand audits are audits that  can be accessed at any time.

The green double-page icon is the copy icon and allows you to create a copy of the existing audit.

 The pencil icon allows you to edit the audit.

 The blue icon calendar allows you to view schedules.

The red icon with X allows you to inactive the existing audit.