The Risk & Compliance System allows you to create your own Audit Question Sets for use in the Audit Module.
Note: Only users with Master User permissions can access the Account Settings.
Navigate to Account Settings from the system Home Page.
Click Module Setup and then Audit Setup.
Click + Add Audit Question Set.
Name the new Question Set and click Save.
You will be taken back to the list of Question Sets and will be able to find the Question Set that has just been created.
Click + Add Question on the right-hand side of the Question Set.
On the pop-up screen, type the question into the Question Name box and select whether the question needs to be mandatory or not (mandatory questions will not allow the user to save the audit until the question has been responded to).
You can add further details to the questions using the Tooltip Description box. This may be an explanation around what the question is asking or specific details required to answer the question. The user can then view this by clicking the little i icon next to the question.
Once the information has been added, you can either click Save to add that question to the Question Set and return to the list page as above, or click Save and Add another to save that question and reload the same form to create the next question in the set.
On returning to the Question Set list page, click the name of the question to see the questions that have been added.
Once all the questions have been added to the Question Set it is ready to be used in the Audit Module.
Should you need any further support please contact the Customer Success Team at email@example.com or call 01206 322 575.