How Do I Configure an Audit Record Type?
An Audit Record Type is used when adding an Audit as it can help to ensure all the required documents and information is present and compliant.
- On the left side menu, go to 'Settings', and click 'Audit Types'.
- Click ‘+ New Audit Record Type’.
- Enter the name, and description.
- Click 'Save & Submit'.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. name.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. description.