Audit Settings – Audit Action Status
This article contains: |
1. Overview |
This settings page lets you define an audit action status, that would enable users to select from an Audit Action Status field in the Audit Recommendation Details page. One status can be ticked to be identified by the system as the completed status. The system will then consider this status as the completed status, regardless of its label.
STEP 1: Click the Audit Action Status tab.
STEP 2: Type in an Audit Action status and description in the text boxes provided.
STEP 3: Specify the position (order) that needs to be displayed within an audit.
STEP 4: Under the 'Determine completed status by' column, tick this for the status you wish the system to consider as the completed status.
Note: By having this option, you can name your completed status as per your organisation's need. You can mark only one status as the completed status.
STEP 5: Click the Add button at the bottom-right corner of the page.
Notes:
To edit an already added status, click on the Edit button next to a status, edit and click the Update button .
To delete an already added status, click on the Delete button next to a status.
2. Risk/Audit Action Status Setting |
The completion date fields for risk actions and recommendations (audit actions) will be automatically populated when the action status is updated to ‘Completed’ and saved, by considering the date on which the status was changed (the system date), through auto populating the date to be the ‘completion date’.
For risk actions – The below field (standard field – ‘Completion Date’) will be automatically updated upon the status change.
For recommendations – The below field (standard field – ‘RecommendationCompletionDate’ will be automatically updated upon the status change.
Note: For recommendations, the configuration to map the standard action status as ‘Completed’ with the recommendation statuses (setting can be accessed via Menu > Framework > Audit Settings > Audit Action Status > Determine completed status by) will need to be opted. The system will then consider the recommendation status mapped to the ‘Completed’ status for the above completion date logic.
The same behavior will be followed when ‘risk actions’ are updated from ‘Quick update’ and recommendations are updated from the ‘Quick update’ as well as review tabs.
View other articles under this section: |