Adding documents to an Audit

Administrator, Manager, and Editor users can add documents to the cart from the grid and include them in an existing audit by using the Add to Audit option.

  1. Add required documents to the Documents Cart.
  2. From the Documents Cart, select the appropriate documents.
  3. Click Actions and then select Add to Audit. https://tiug.trialinteractive.net/Images/adding_documents_to_an_audit-10.jpg Figure 60: Adding Documents to Audit
  4. The Select Audit window opens.
  5. Select the Audit to which you wish to add documents.
  6. Click Select.

https://tiug.trialinteractive.net/Images/adding_documents_to_an_audit1.jpg Figure 62: Select Audit

Note: The audits displayed are those that have been created in the Quality Review module specifically to have documents added to them in this manner. For additional information on creating the appropriate type of audit, please see the chapter on Quality Reviews.