Audit Settings – Field Configuration

This settings page lets you customise the fields which are made visible within the Audit Detail, Audit Finding, and Audit Recommendation sections. Rearrange the order of fields, rename labels of fields, add help text to fields, change the visibility and mandatory state of fields, and change the visibility in registers and its search of fields via this setting.

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Figure 1.1

• Field configuration tab – The left hand panel will let you add custom fields, while the right hand panel will let you reorder fields, set field label names, set field help text when hovered over, set the visibility and mandatory state of the field, set the visibility in columns and visibility in the search. 

• Adding custom fields – Select a custom field(s) to be added from the left hand panel and click on the Right arrow button to add the custom field to be used in the Audit, Findings, or Recommendation sections.

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Figure 1.2

• The following custom fields can be added:

  • 10 checkboxes

  • 10 date fields

  • 10 multi-line text fields

  • 10 multi-select list fields

  • 10 numeric fields

  • 10 single-line text fields

  • 20 single-select list fields

• Reorder fields – Select the field to be reordered from the right panel under the 'Ordering' column checkbox and click on the Up (to move one position up), Top (to move right to the top), Down (to move one position down), or Bottom (to move right to the bottom) buttons at the top right corner of the page, and click the save button.

• Change label name or help text – Change the displayed label name of a field by clicking on the Label Name of the field and enter the new label name, and click the Save button at the top right corner. Similarly, change or add help text to be displayed when hovered over the field by clicking on the Help Text and enter details and click the Save button.

• Visibility and mandatory – To display the field within the audit, findings, or recommendation sections, tick the checkbox below the 'Visibility' column. To make a field as a mandatory field tick the checkbox below the 'Is Mandatory' column.

• Visibility in registers and register search – To display the field within columns tick the checkbox below the 'Visibility in Registers' column, and the to display the field in search filters tick the checkbox below the 'Visibility in Register Search' column.

• Delete a field – If you have admin privileges, the Delete button will be displayed at the right corner end of a field. It is not recommended to delete a standard field, as you would NOT be able to add it back again. However, if you delete a custom field, this could be added back.