Who is this article for?

Users managing audits within the ipad Audit app.

No special access is required

This article explains how to resolve and prevent issues with recurring audit records not appearing on the iPad Audit app when the Schedule Confirmed status is applied incorrectly during creation.

1. Understanding the visibility requirements

For audit records to appear on the iPad, ensure that:

• Status is Scheduled or Schedule confirmed
• User who is logging in on the iPad is set as Auditor or Lead Auditor

Note: If the Schedule confirmed box was ticked before the record was first saved when a recurring audit record was created, it will set the status Schedule Confirmed to the whole series of audits. Users will not be able to see the records on the iPad. There will be no errors shown if users try to refresh the view on the iPad.

2. Resolving the visibility issue

To resolve the problem:

1. Go to the first recurring audit
2. Populate the Summary box and save the record.
3. This will remove the recurrence icon from that record and it will be visible on the iPad.

Note: All audits will have the status Schedule confirmed.

3. Preventing the issue when creating new records

When creating a recurring audit:

1. Populate all details as usual and set recurrence.
2. Make sure Schedule Confirmed is not ticked and save the record.
3. To confirm the schedule, open the first audit and tick the Schedule Confirmed box.

Note: All audits, except the one modified, will have status Scheduled.