How to link an Audit to a Qualification

  • Updated

Once the Qualification reaches the Audit Required status, the User(s) set as QA will be able to link an Audit to the Qualification.

  1. Go to Supplier Management > Qualifications.
  2. Use the Filters and/or Search field to find the Qualification to which you want to link the Audit.
  3. Click on the Title or ID of the Qualification.

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In the Qualifications Details Page:

  1. Go to the Audits Tab.
  2. Click on the Create Audits button if you'd like to link a new Audit.
  3. Click on the Link Existing Audits button if you'd like to link an existing Audit.

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Linking a new Audit

After clicking on the Create Audits button, the Audit Creation Form will open.

  1. Complete the Audit Creation form with all the necessary information.
  2. Please note that the Qualifications and Company fields will be automatically populated with the information from the Qualification.
  3. Remember to click on Save.

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Linking an existing Audit

After clicking on the Link Existing Audits button, a new window will pop up where you will be able to search for the already existing Audits.

  1. Select the Audit you'd like to link.
  2. Click on Save.

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Once the Audit has been linked, it will be displayed on the Audits tab of the Qualification.

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In addition, as soon as you link an Audit to a Qualification, the information will also be displayed on the Audits Details Page. You can check it by:

  1. Go to Audits Audits.
  2. Use the Filters and/or Search field to find the Audit you wish to view.
  3. Click on the ID or Title to open the Audits Details Page.

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On the Audits details page:

  1. Click on the Qualifications tab to see all linked Qualifications.

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  Relevant for: Administrators / Managers / Regular Users.

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