How to close an audit

Once an audit has been completed the audit item will be sent to the assigned approval officer.

The task type is 'Approval'

approval_task.PNG

To action an approval task:

  1. Click on the description name
  2. Select from the task options and complete the required fields
  3. Select 'Save' 

Task options explained

Approve actions and close off

approve.PNG

Select if you are satisfied with the work done. (Click on 'See actions taken' to review the work carried out)

After saving the task will move to the Closed tab.

Assign additional action

assign.PNG

Select if you require further work done on this task.

Required fields:

  • Instructions for additional action
  • Action officer
  • Due date for additional action

After saving the task will be sent to the Action officer.

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.