Using the File Audit Module, File Audits can be scheduled in advance. The Auditor will then have the audit assigned to them in the form of a task.
The File Audit task will appear on the users Home Page task list.
This will open the scheduled File Audit.
To begin the Audit, click View.
Click Begin Audit.
This will open the File Audit record for you to complete. If you need any assistance completing a File Audit see Add a File Audit Record.
Once you have completed your Audit and clicked Save, the same window will appear again. You can now click Finish Audit to mark the Scheduled File Audit as complete.
Note: If you have specified that Corrective Actions are needed, upon clicking Finish Audit, the Schedule Task: File Audit Corrective Action window will appear. If you need any further assistance with assigning Corrective Actions, please see Assign Corrective Actions.
If you require any further assistance, contact the Customer Success Team on 01829 731 200 or via email@example.com.