Add a step to an audit case

This part of the guide explains how to add a step to an audit case and how to attach a document to the audit case.

Once the step has been saved, SIGTAS displays the Document section making it possible to add documents.

Step 1 - Go to the page List of Audit Cases

1. Go to the Audit module;
2. Choose the Audit Case option;
3. Click the Audit Cases menu. This action opens the List of Audit Cases page (505:2004);

Step 2 - Add a step to an audit case

4. Find the audit case you want to add a step to;
5. Click the hyperlink of the Audit Case No. subject of the request. This action opens the Audit Case page (505:1004);
6. Go to the Steps section;
7. Click the Create button. This action opens the pop-up window Add Step to a Case;
8. Fill out the required fields (identified by a red asterisk *). For example, Audit Step, Start Date, etc.;
9. Click the Save button. This action confirms the creation of the audit step and displays the Document section;

   Step 3 - Add a document to a step

10. Go to the Document section;
11. Click the Create button. This action opens the pop-up window Add Document to a Step;
12. Fill out the required fields (identified by a red asterisk *). For example, Doc No., etc.;
13. Click the Save button. This action confirms the addition of the document and refreshes the pop-up window Add Step to a Case;
14. Click the Save button. This action confirms the addition of the step and refreshes the Audit Case page (505:1004).