The Risk & Compliance System allows you to centralise your audit process and provides valuable reporting tools enabling you to spot trends and any process failures.
To do this please follow the steps below:
On the home page, click the Modules drop-down and click Audit Module.
To add a new Audit Record, click +Add.
From the list in the drop-down menu, select the question set to be used for the Audit.
Click +New Audit.
Using the drop-down menus, select the relevant members of staff and departments associated with the file.
Next to each question, select either Yes, No or N/A.
Tip: To add a further comment, click on the Speech Bubble icon to bring up a free text box.At the end of the audit question set, select whether any Corrective Actions are required:
If no further action is needed, click No. Click Completed to update the Audit Status.
If corrective action is required, please refer this article.
The completed Audit will now appear on the Audit Home Page
Tip: To send out or schedule an audit please see Schedule an Audit.