Summary
This article explains the default fields available in the configurable vendor audit form.
Table of Contents
Vendor Audits are managed in CTMS by the Vendor Audit form, one of many Configurable Forms. It is from this screen that relevant information concerning the audit of the vendor can be collected. What is displayed on this form can be configured from CTMS Settings.
The Vendor Audit form is labeled Add Vendor Audit for a new record and Edit Vendor Audit for an existing record.
Access Add Vendor Audit Form
The Add Vendor Audit form can be accessed by clicking the “Add Vendor Audit” action found in the Actions Menu on the Edit Vendor form.
The Edit Vendor Audit form for existing vendor audits may be accessed by clicking on the vendor name in the Vendor Manager and the Edit Vendor form shall appear, then select the red arrow beside Audits to expand the Edit Vendor sub-menu and select the audit start date.
Default Fields
The Vendor Audit form contains the following fields by default
Audit Status Field
The Audit Status field is a Dropdown Select Field used to identify the status of the audit. By default options available are “Passed” and “Failed”. These options can be changed via the Audit Status Managed List found in CTMS Settings. By default, the Audit Status field is a preferred field and a red alert will fire if the audit status is not provided.
Audit Type Field
The Audit Type field is a Dropdown Select field used to identify the type of audit performed. By default options available are “Qualifying”, “Follow-up”, and “Routine”. These options can be changed via the Audit Type Managed List found in CTMS Settings. By default, the Audit Type field is a preferred field and a red alert will file if the Audit Type data is not provided.
Location of Audit Field
The Location of Audit field is a text field used to identify the location the audit took place.
Start Date of Audit Field
The Start Date of Audit field is a date field used to identify the date the audit started within managers and other parts of the system. By default, the Start Date of Audit field is a required field and a black alert will fire if the Start Date of Audit data is not provided. The form cannot be saved until the Start Date of Audit data is entered. The Start Date of Audit field’s visibility settings cannot be changed.
End Date of Audit Field
The End Date of Audit field is a date field, and is used to identify the date the audit ended within managers and other parts of the system. By default, the End Date of Audit field is a required field and a black alert will fire if the End Date of Audit data is not provided. The form cannot be saved until the End Date of Audit data is entered.
Vendor Representatives Field
The Vendor Representatives field is a Personnel Select used to identify the personnel of the vendor who was present during the audit. By default, the Vendor Representatives field is a preferred field and a red alert will fire if the Vendor Representatives data is not provided.
Auditors Field
The Auditors field is a Personnel Select used to identify the auditors who performed the audit. By default, the Auditors field is a preferred field and a red alert will fire if the auditor data is not provided.
Save Actions
Save Button
When the Save button is selected the data entered for the questions will be saved and the user will be directed to the Edit Vendors Screen.
Save & New Button
When the Save & New button is selected the data entered for the questions will be saved and the user will be directed to a new Add Vendor Audit form.
Cancel Button
When the Cancel button is selected the data entered for the questions will not be saved and the user will be directed to the Edit Vendor screen.
Importing Vendor Audits
This information can be imported as part of the Vendor’s import. Click here for more information.
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