Audit approval

Task:	Execution approval
Who receives it:	Members of the responsibility route for the approval of the audit step (planning, execution, preparation or closure) defined in the category.
When:	As soon as the audit step (planning, execution, preparation or closure) is finished.
Purpose:	To verify whether the step in question was properly performed.

How to execute this task:

1.In the list of pending records, locate and select the audit whose step will go through approval.

2.After that, click on the toolbar button.

3.Fill in the following fields on the data screen that will be displayed:

Approved: Enter whether the record will be approved or not.

Date: Date of the approval/rejection of the record.

4.The Checklist tab will only be displayed if a Checklist is associated with a member of the responsibility route for approval. The objective of this checklist is to assist the responsible party in the approval or rejection of the record in question. In order to answer the checklist questions, in the Answer column in the records list, select the desired option (Yes, No, or N/A). The answers may be displayed already filled in with a default option, defined when creating the checklist. Moreover, filling in the fields in the Comments column will be mandatory or not according to the configurations set when creating the checklist as well.

5.Use the Comment tab to enter the necessary comments about the approval/rejection of the record. Remember that if the record is rejected, it will be mandatory to fill in this field.

6.The Route tab will only be displayed if it has been configured, in the responsibility route, that the user in question may edit the approval flow. In that case, make the necessary changes.

7.After filling the fields above, save the record.

8.If rejected, the audit will return to the previous step to be re-evaluated. If the execution is approved, it will be sent to the next configured step. If the audit has no other configured step, it will be finished.