Documentation | User Guide

Documentation | User Guide

Raise a reassessment within an audit case

This part of the guide explains how to raise a reassessment within an audit case.

Once the reassessment has been confirmed, it is sent to the supervisor for approval.

Step 1 - Go to the page List of Audit Cases

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

Step 2 - Raise a reassessment within an audit case

  1. Find the audit case you want to raise a reassessment to;
  2. Click the hyperlink of the Audit Case No. subject of the request. This action opens the Audit Case page (505:1004);
  3. Go to the Assessment section;
  4. Click the Assessment No. to reassess. This action opens the Assessment page (502:2005) of the Assessment module;
  5. Click the Create Reassessment button. This action opens the Capture Reassessment popup window;
  6. Go to the Resulting Assessment section;
  7. Capture a Reassessment Reason and a Document No.;
  8. Click the Capture button. This action confirms the reassessment.