This article includes:
How to Setup the Action List?
How to Assign Actions to Questions?
How to Complete the Auditor Actions?

How to Setup the Action List?
There are two ways to set up the Action List:

1. From the 'Audit List' window
2. From the 'Audit Details' window

From the 'Audit List' window:

1. Open the 'Audit' module
2. The 'Audit List' window will open with the list of the audits
3. Click 'Edit' and 'Auditor Action Bank'
4. The 'Manage Auditor Action Bank' window will open
5. Click 'New' to create the new action and then click 'OK'

Note: From the 'Manage Auditor Action Bank' window users can also edit existing Actions by double-clicking on them.

From the 'Audit Details' window

1. Open the 'Audit' module
2. Double-click on an audit to access the 'Audit Details' window
3. Click 'Edit' from the menu and then click 'Auditor Action Bank'
4. The 'Manage Auditor Action Bank' window will open
5. Click 'New' to create the new action and then click 'OK'

Properties:

How to Assign Actions to Questions?

1. Open the 'Audit' module
2. Double-click on an audit to access the 'Audit Details' window
3. Scroll down to the 'Checklist' section
4. Double-click on the checklist
5. Make sure 'Edit Checklist' is selected and then click 'OK'
6. The 'Create/Edit Checklist' window will open
7. Select the question you want to assign an auditor action to, and click 'Edit' (Note: Adding auditor actions with group-editing/multiple questions at the same time; will NOT work, actions must be assigned to questions individually, however, you can add pre-defined responses with group-editing.)
8. The 'New/Edit Question' window will open
9. Go to the 'Auditor Actions' section and click to add a completely new auditor action or to add auditor action from a previously set up list of actions (Note: If a brand new auditor action was assigned to a specific question, it won't show up on the 'Auditor Action Bank' window with the rest of the actions, as it is only unique to that specific question.)

 

How to Complete the Auditor Actions?

1. Open the audit details
2. Scroll down to the 'Checklist' section
3. Double-click on the checklist
4. Make sure that 'Complete Checklist' is selected and click 'OK'
5. On the 'Question List' window, click 'Start'
6. On the 'Complete Checklist' window go to the 'Auditor Actions' section
7. Tick the actions that are completed (Details of this can be added to the 'Action Notes' section)
8. Complete the checklist normally and save the audit