Attention, this is the published version. You can find the working version in the working space.
How to Review Findings in Checklists
- Intact Publisher
Changing the checklist answer will not remove previously created findings by default. This behavior can be changed in the guideline designer. See How to Define Advanced Settings of a Checklist
Some attributes of a finding or corrective action can be specified in the checklist designer to set them automatically:
- Predefined findings
- Predefined corrective actions
- Finding model and Finding level
- Deadlines
- Responsible
See How to Predefine Findings per Checklist Item and How to Predefine Corrective Actions per Finding for detailed information.
When using the Web view ‘Combined view for corrective actions with common findings (advanced view - incl. details for reviewers)’ for checklists, the users working in audit mode can neither see the finding and corrective action details nor select a finding. In review mode, on the other hand, findings can be selected and all details about them are displayed. See How to Define Different Web Views for Checklists
Ξ Finding
| Column | Type | Description |
|---|---|---|
| New | Button | Click the New button to create a neutral finding to the related checklist item. Please note, that neutral findings do not show up in the Deadline Management |
| Select | Checkbox |
If and how a finding can be created for a checklist item is defined in the checklist designer. See How to Predefine Findings per Checklist Item |
| No/Yes | Icon | Shows the result/answer of the related checklist item that has been selected |
| Text 1 | Text | Specify the detected finding
|
| Text 2 | Text | Specifiy the corrective action
|
| Open details | Button | Open the details form of the finding to upload photos or documents or specify the finding in more detail. See How to Create Findings |
Ξ Corrective Action
| Column | Type | Description |
|---|---|---|
| Repeated complaint | Checkbox | Select if the finding has occurred repeatedly This checkbox can affect the finding level! A minor finding might turn into a major finding when it occurs more than once. See How to Predefine Corrective Actions per Finding |
| Finding model | Drop-down | Select an applicable finding model. See How to Predefine Corrective Actions per Finding |
| Finding level | Drop-down | Select an applicable finding level (degree of severity). See How to Predefine Corrective Actions per Finding |
| Deadline - field 1 | Date | Enter the number per selected unit in Deadline - field 2 to set a deadline until when the corrective action has to be taken. This calculation is either based on the Deadline from - date OR the Deadline from - event |
| Deadline - field 2 | Drop-down | Select the desired time unit that is related to Deadline - field 1:
|
| Max. date | Date | Select the latest possible date to close the finding |
| Deadline from - date | Date | The due date will be calculated automatically based on the selected Deadline from - date. The current date is set automatically |
| Deadline from - event | Drop-down | The due date will be calculated automatically based on the selected Deadline from - event:
|
| Responsible | Drop-down | Select a responsibility type to define the responsible person of the auditee in charge of processing the finding. All responsibility types which are set up in the Intact Platform are available for selection. See How to Assign Responsibilities to Entities |
Ξ Description
| Column | Type | Description |
|---|---|---|
| Comment | Text | Comment on the corrective action |
| Description corrective action | Text | Description of the corrective action |