Enter Audit Group Data

Explanation

Use this activity to define or edit audit groups. An audit group is used to group together a set of audits for viewing or analysis. Company level access can be set against the audit group. Examples of possible audit groups are sites, companies, etc.

Prerequisites

N/A

System Effects

As a result of this activity, new audit groups are defined or existing ones are modified.

Window

Audit Basic Data

Related Window Descriptions

Audit Basic Data/Audit Group

Procedure

  1. On the Audit Basic Data window, click the Audit Group tab.
  2. Create a new record.
  3. In the Audit Group ID column, enter a short code for the audit group. Entering a value in this field is mandatory.
  4. In the Description column, enter a description of the audit group. Entering a value in this field is mandatory.
  5. In the Notes column, enter a note regarding the audit group. Entering a value in this field is optional.
  6. Save when complete.

Optional step (remember to save your entries):

An audit group can be linked to one or more existing companies. Doing so will restrict access to the audit information only to users who are associated with the company. If there are no companies linked to the audit group then any associated audit information will be available to all users who have access to the audit information.

  1. Select the required audit group, and then create a new record in the lower table section.
  2. In the Company ID column, click List of Values to select from the available companies.
  3. Save when complete.

An audit group can be set as obsolete so that it can no longer be used when creating new audits. Setting an audit group to obsolete will not affect existing audits connected to the audit group.

  1. To set an audit group to obsolete, select the Obsolete check box for the required audit group.
  2. Save when complete.