Jonathan Stoop
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Recent activity by Jonathan Stoop-
Findings
The Findings section in EASE displays column based reporting on findings and Ad hoc findings.Findings is divided into three sections: Open Findings, All Findings and Ad hoc Findings.*Note: Ad hoc F...
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Scheduling on EASE
Scheduling on EASE has been redesigned to streamline scheduling by allowing you to plan and preview assigned work activities, ensuring works gets done on time. To create a schedule, navigate to th...
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Groups
In EASE, the Groups section allows for the creation of pre-defined lists that can be used for multiple purposes such as: Failure Categories, Countermeasures, Multiple Choice or Multiple Select ques...
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How to Create and Report Custom Fields
Custom Fields help categorize audit and finding data by adding descriptive metadata to documents that can be used to perform deeper data analysis and data mining. To view a video tutorial on this...
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Creating a Question
To create a question in the Question Library, navigate to Library > Questions. This view lists all questions that exist within the organization. To add a question, select the + button on the bottom...
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Uploading Questions
To import questions into EASE, navigate to Library, then click on the Questions tab. At the top right of the screen, there will be an upward facing arrow. Once this is clicked, a new menu will...
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Action Plans
Action Plans, also formerly known as Corrective Actions, is a task management capability that complements assessments, inspections, and findings. Action Plans create custom workflows by allowing yo...
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How to Add Conditional Questions to a Document
Conditional questions in EASE allow you to set up pass/fail questions that trigger relevant follow-up questions based on the assessor's initial response.Conditional questions are configured when cr...
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Document Files
Assessment documents have a Files tab that allow users to attach, view, and manage supporting files directly within a document. It replaces the former Document References tab, offering a more strea...
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Document Revisions
Each document has a Revisions tab where users can view all revisions made to an assessment document. To access a document's revisions, navigate to Library > Documents and select a document from the...