Editing Audits

Once you have created a new audit or opened an existing one, you can edit it at any time. This is useful for editing the audit information or applying the Closed status to audits. You are never locked in with the original categorizations. You can edit the locations and people of interest included in the audit, grant and revoke reviewer access, and add/remove tags.

Only the audit manager or auditors with manager rights can assign rights to other users, as well as revoke the rights of specific users on a particular date. They can also open, view, search, comment, and tag audits on which they have access rights.

IMPORTANT
You must click Save after editing audits or your changes will not be saved. If you are using the Auto-Save feature, be aware that it does not automatically save changes you make to audit parameters.

  • Do one of the following:
  • From the Audit Management dashboard, select an audit to edit, and click Edit Audit.
  • In the Audit Overview workspace, click Edit Audit to edit the currently open case.
  • The Edit Audit dialog box is displayed.
  • On the Audit Info tab, edit any of the fields. These are the same fields as when you first created the audit.
  • Click Save.
  • In the Overview toolbar, click Edit .
  • The Edit dialog box opens.
  • Select the Tags tab.
  • A list of tags that are currently being used is displayed.
  • The tags displayed depends on the type of audit you are working on. For example, if it is a Supervision, you will not see any tags.
  • Click Add New Tag.
  • A new tag appears at the bottom of the list.
  • Place a check mark beside the new blank tag. Click inside the text box, give the tag a name and press Enter.
  • A red triangle at the corner of the new tag indicates a custom tag.
  • (Optional) To remove a tag, select a tag and click Remove selected Tag(s).
  • Click Save.
  • IMPORTANT
    Enabling Auto-Save does not enable automatic saving of case parameters when editing a case.
  • The new tag is added to the tags at the bottom-right of the Document view. If you removed any tags, they no longer appear in the interface.