Reading time 3 mins


TABLE OF CONTENTS

Introduction


Once all the audit questions have been answered and the action plan step has been completed, the next and final step in performing an audit is for the details entered to be authorised. This final step is what marks the audit as Complete. 


The Authorisation step will sometimes be assigned to a different user than the one completing the original audit, however, it may also be a step that needs to be completed by the same user as the one carrying out the original audit.  


Video Guide - Authorising the Audit 





Authorising an Audit


  • You will see the user that the Authorisation step has been assigned to in the information at the bottom of the audit page. 


  • If this step has not been assigned to you, then you have successfully completed all your required steps in performing an Audit.



Reviewing the Audit prior to Authorisation


  • If you have been assigned the authorisation step it is good practice to review the answers to the audit questions before authorising, to ensure that the information entered is correct.


  • You can view the questions and answers submitted, by expanding the Section(s) at the top of the summary page using the > arrows. Here you will see all answers submitted. You can click on any of the questions from here to read the comments in full and download any documents uploaded as evidence.


Reviewing audit questions.



  • When viewing the answers in this way, you will only have read-only access and will not be able to make any changes. 


  • If you feel that you are not happy authorising the audit and changes are needed then you can either make the changes yourself or send the audit back to the original auditor.


  • To send the audit back to the original Auditor, click Edit audit at the top of the audit page. This will put the audit back to "In Progress" and it will once again appear on the auditor's dashboard. 


  • You can leave comments for the auditor using the 'Comments' tab on the audit table at the bottom of the screen to advise why it has not yet been authorised.


  • This tab will show that comments have been left by flagging the number of comments


Comments tab.



Completing the Authorisation


  • If you are happy with the answers submitted, simply select the Authorise audit button to the right of the final audit step.


Authorising the audit.


  • Once an audit is authorised, the summary screen will update to show an overview of the completed audit.


FAQs


I don't have the option to authorise the audit.


  • Under the 'Status' tab there should be an option to authorise the audit.  Please check if this step has been assigned to you.  You can only authorise an audit if the step is in your name.