Who is this article for?

Users who need to link items to audits.

Audit User (AUDITOR)permissions are required.

For every type of Audit, you can link relevant elements, like Documents, Issues, and more. Connecting this information ensures complete data is tracked for each completed Audit and that the additional information is easily accessible. This article lists the different items that can be linked.

1. Associating Documents
   • Network/Local Document
   • EQMS Document
2. Associating Organisational Areas
3. Associating Standards
4. Associating Risks
5. Associating Issues
6. Associating Jobs
7. Associating Suppliers

1. Associating Documents

Network/Local Document

To associate a Document with an Audit:

1. Open the Audit by clicking anywhere in its record row.
2. Click the Add Document icon located below the Comments field.
   An overlaid "Upload" screen will be displayed.

3. Click the Select button to choose your Document(s).
   To remove any item selected by mistake, click the Cross icon. You will be asked to provide a description for them.
4. Click Upload.

Once you've associated your Documents, the Audit Details screen will expand.

EQMS Document

To associate an EQMS Document with an Audit:

1. Switch to the "Associated Items" tab in the lower part of the Audit Details screen.
   A table will appear.

2. Click the Add An Associated Item button.
3. Select the Document option.

4. Choose the required associations by ticking checkboxes to the right of each record.
5. Click the Associate Selected Documents icon.
   The selected documents for association will appear in the table.

6. To confirm your association, click Save.

2. Associating Organisational Areas

To associate Organisational Areas with an Audit:

1. Switch to the "Associated Items" tab in the lower part of the Audit Details screen.
   A table will appear.

2. Click the Add An Associated Item button.
3. Select the Organisational Areas option.

4. Choose the required associations by ticking checkboxes to the right of each record.
5. Click the Associate Selected Organisational Areas icon.
   The selected areas for association will appear in the table.

6. To confirm your association, click Save.

3. Associating Standards

To associate Standards with an Audit:

1. Switch to the "Associated Items" tab in the lower part of the Audit Details screen.
   A table will appear.

2. Click the Add An Associated Item button.
3. Select the Standards option.

4. Choose the required associations by ticking checkboxes to the right of each record.
5. Click the Associate Selected Standards icon.
   The selected standards for association will appear in the table.

6. To confirm your association, click Save.

4. Associating Risks

To associate Risks with an Audit:

1. Switch to the "Associated Items" tab in the lower part of the Audit Details screen.
   A table will appear.

2. Click the Add An Associated Item button.
3. Select the Risks option.

4. Choose the required associations by ticking checkboxes to the right of each record.
5. Click the Associate Selected Risks icon.
   The selected risks for association will appear in the table.

6. To confirm your association, click Save.

5. Associating Issues

To associate Issues with an Audit:

1. Switch to the "Associated Items" tab in the lower part of the Audit Details screen.
   A table will appear.

2. Click the Add An Associated Item button.
3. Select the Issues option.

4. Choose the required associations by ticking checkboxes to the right of each record.
5. Click the Associate Selected Issues Risks icon.
   The selected issues for association will appear in the table.

6. To confirm your association, click Save.

6. Associating Jobs

To associate Jobs with an Audit:

1. Switch to the "Associated Items" tab in the lower part of the Audit Details screen.
   A table will appear.

2. Click the Add An Associated Item button.
3. Select the Jobs option.

4. Choose the required associations by ticking checkboxes to the right of each record.
5. Click the Associate Selected Jobs icon.
   The selected jobs for association will appear in the table.

6. To confirm your association, click Save.

7. Associating Suppliers

To associate a Supplier with an Audit:

1. Switch to the "Associated Items" tab in the lower part of the Audit Details screen.
   A table will appear.

2. Click the Add An Associated Item button.
3. Select the Suppliers option.

4. Choose the required associations by ticking checkboxes to the right of each record.
5. Click the Associate Selected Suppliers icon.
   The selected jobs for association will appear in the table.

6. To confirm your association, click Save.