Summary
This article discusses the uses of the vendor audit manager.
Table of Contents
The Vendor Audit Manager stores and track all vendors audits. The Vendor Audit Manager provides a high level overview of audits currently stored in the system.
Access Vendor Audit Manager
From within the CTMS platform, click the expandable menu to the left of the screen, select the red arrow beside Vendors to expand the Vendors sub-menu and select Vendor Audits.
Available Columns and Filter Types
The Vendor Audit Manager is comprised of columns that can be dragged and dropped between the Manager and Filters Menu. The values of the Vendor Column serve as a link to the vendor records they represent. The values in the Audit Start Date and Audit End Date serve as a link to the vendor audit record they represent. For more information see the article on CTMS Managers.
The following table defines each column, the actions made available through the column value and the filters and sorts available.
| Name | Value | Action | Sortable | Filters |
|---|---|---|---|---|
| Active Vendor Audit | Indicates if the vendor audit record is Active or Deleted. | (none) | Yes | Choice |
| Vendor | Displays the Name of the Vendor. | Links to the associated Vendor Form. | Yes | Text |
| Location of Audit | Displays the Location of the Audit. | (none) | Yes | Text |
| Start Date of Audit | Displays the Start Date of the Audit. | Links to the associated Vendor Audit Form. | Yes | Date |
| End Date of Audit | Displays the End Date of the Audit. | Links to the associated Vendor Audit Form. | Yes | Date |
| Audit Type | Displays type of audit. | (none) | Yes | Choice |
| Audit Status | Displays the status of the audit. | (none) | Yes | Choice |
| Auditors | Displays the auditors who performed the audit. | (none) | Yes | Choice |
| Vendor Representatives | Displays the vendor representatives present at the audit. | (none) | Yes | Choice |
Actions
The Actions Menu can be expanded by clicking and contains the following options:
Exports
By clicking the options Excel or CSV, the system will provide an export of the information currently displayed in the Manager table in the chosen format. The content of this export will be based on the filters applied to the table at the time of export.
Choose an Action – Press Go
The Choose an Action – Press Go dropdown can be expanded by clicking and contains the following options.
Deletion
A Vendor Audit form can be deleted and restored through the Vendor Audit Manager.
To Delete
To delete a Vendor Audit form, the Active Vendor Audit Status must be set to Active Only.
- Select the checkbox by the Vendor Audit record.
- Select Delete Checked in the Choose an Action Press-Go dropdown.
- Select Delete button on the Confirmation Page.
To Restore
To restore a deleted vendor audit, the Active Vendor Audit Status must be set to Deleted Only.
- Select the checkbox by the Vendor Audit record.
- Select Restore Checked in the Choose an Action Press-Go dropdown.
- Select Restore button on the Confirmation Page.
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