Program Settings

Modified on Fri, 10 Feb 2023 at 08:02 AM

Configure the urgency/escalation levels for different audit types from within Program Settings.

Navigate to Settings > Program Settings.

This menu lists each program unique to the site. 

Select an individual program to customize or alter the urgency levels specific to that program. 

When a finding is created, the auditor can select the finding's urgency/escalation level based on the severity of the non-conformance.  

The system automatically inputs a Default urgency level with a 5 day resolution period. 

To create unique urgency level(s), alter the Default level, or use the + Add Level option. 

Next, create the name and description of the urgency level, and also determine the level's resolution period and if this level needs additional approval before a finding can be closed. 

  • Name 
    • The title of this specific urgency level. The title should denote the level of urgency (Low, Medium, High, etc.).
  • Description 
    • Describe the meaning/reasoning for this urgency level.
    • Adding a description is optional.
  • Notification and Resolution Period
    • The level's resolution period determines the due date of the finding. 
    • For example, if a finding is created on March 5th and the urgency level's resolution period is 10 days, the finding is due on March 15th. 
  • Additional Approval
    • If the toggle is enabled, a finding with this urgency level must receive approval prior to being closed.
  • Escalations
    • If the toggle is enabled, users will be notified when an audit question fails based on their Urgency Level.

Multiple levels can be created for a specific program. 

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