The Audit Module in the Risk & Compliance System allows the auditor to assign corrective actions to users in the form of tasks. To set this up, please follow the below steps;
If when working through the Audit question set in the system you identified an issue or an action that needs to be completed, you can assign this as a task to a user
On the question/section concerned, you could leave a comment to indicate what needs actioning, this could act as a reminder as you go on to complete the remainder of the audit.
To indicate that a Corrective action is required, click Yes next to Corrective Action Required Upon.
The Corrective Action Details field will appear and you can add in the details of the task you need completing, or copy and paste your notes from the question made earlier.
Click Save.
Next, you will be prompted to create the task to be sent to the corresponding user
Use the 'Corrective Action to be completed by' drop-down menu to select the required user.
Add a number in the 'Corrective Action due by' box to indicate how many days the User has to compete the task
Note: This value can be pre-set in the Audit Tasks Set-up
There is the option to schedule a Verification Task should this be required and you can specify whom needs to complete it and the time frame this task needs to be completed in
Note: Verification Actions can be disabled in the account settings if not required
Click Schedule Tasks.