The File Audit module within the Risk & Compliance System allows the auditor to assign a corrective action task to be completed by a user within the system.
For information on how to assign corrective action tasks please see Assign Corrective Actions.
This task will include instructions of what needs to be rectified, and the task assignee will then detail the steps taken to complete the corrective action within the system task.
Find the Task on the Home Page and click View.
This will take you to the record for which the task relates.
Next, click View again on the task to open it.
Note: For users with Supervisor access, use the Filter list to show field to select My Tasks to only show tasks in your name.
The task will then pop up in a window on screen.
Once the file has been corrected following the instructions provided by the auditor, the assignee will need to select the Corrective Action Completion Date.
The assignee will then need to detail the steps taken to correct the file by typing in the notes in the Corrective action completion details box.
Then, click Complete Task.
Should you have any questions or need any support please contact the team at firstname.lastname@example.org or telephone 01206 321 391.