The Risk & Compliance System allows for Audit question sets to be archived and amended by the systems Master User.
The archiving function should be used when either removing a question set that is no longer in use, or when adding or removing questions from an existing question set.
To access the question sets, navigate to Account Settings from the system Home Page
Note: Only users with Master User permissions can access the Account Settings.
Click Module Setup. Then, from the menu, click Audits Setup.
If a question set is no longer relevant you should archive this to firstly ensure that it does not appear as a selectable question set in the Audits module, and secondly to ensure that, if the question set has been used for any audit records within the system, that the data remains intact.
Note: Deleting a question set will also delete it from any records where the question set has been used.
To archive a question set, search for the question set in the list click Archive.
Note: You can reinstate a Question Set at any time using the same process highlighted above should you require.
If a current question set needs to be amended it is best practice to archive the current version following the steps detailed and then create a copy of the question set.
The new version will now be available in your question set list and will be identifiable as it has the word copy at the end of the title.
You can now amend this Copy Version of the Question Set.
You may want to begin by renaming the question set.
Once you’ve changed the name, click Save.
To add a new question to the question set, click Add Question.
Type the question in the Question Name field, select as to whether the question is mandatory and add any guidance required for answering the question.
If further questions need to be added, then click Save and Add another.
If this is the only question that needs to be added, click Save.
To edit a current question in the question set, use the 3 lines next to the question set title to expand the question set to view the individual questions.
For each question, you’ll see a Mandatory box which, if ticked, will make the question mandatory when completing the audit.
The Edit button will allow you to amend the wording of the current question.
The Delete button will remove the question from the question set.
Finally, to re-order the questions, use the 3 lines on the right-hand side of the question to click and drag the question to re-order it in the list.
Should you need any further support please contact the Customer Success Team at email@example.com or call 01206 321 391.