Who is this article for?

Users who are responsible for managing audit findings.

Audit Administrator (AUDADM)permissions are required.

Finding Types enable the classification and description of Findings in a controlled and pre-defined way. They do include an attribute “Severity” which must be pre-defined.

1. Accessing Finding Types
2. Creating Finding Types
3. Amending Finding Types

1. Accessing Finding Types

To access Finding Types:

1. Navigate to Audit Manager.
2. Select Housekeeping.
3. Choose Finding Types.

2. Creating Finding Types

To create a Finding Type record:

1. Click the Add New Record icon located above the list of Finding Type records.
   The Finding Type Details screen will be cleared.
2. Enter a Title.
3. Choose a Severity level from the dropdown.
4. Untick Auto Closure if you don't want the Finding will automatically close when all of its Change and Action records have been completed.
5. Tick Active to make the Finding Type available for selection when raising new Findings.
6. Optionally, you can associate a Workflow that will automatically be triggered when a value is selected in an Audit Questionnaire that has this Finding Type associated.

7. Use the search to locate the required Workflow.
8. Select Workflow from the list.
   The new Workflow will now be associated with the Finding Type.
9. Tick the Enforce checkbox to make the Workflow mandatory to follow.
10. Click Save.

3. Amending Finding Types

To amend a Finding Type record:

1. Select the row of the relevant record in the left hand list.
   The Finding Type Details screen will be populated.
2. Amend the details as required.
3. You can select Replace Workflow to associate a different Workflow.

4. Click the Save icon.