Who is this article for?
Users who are accessing Coruson on a browser.
Permissions to Edit Audits are required.
This article will cover creating and using Ad-Hoc Notepads within the Audits module including what they are used for and when a user may need to add one.
- Adding a New Notepad
- Accessing New Notepads
- Adding New Sections, Questions or Notes
- Removing Sections, Questions or Notes
- Removing a Notepad
Adding a New Notepad
A Notepad allows you to record notes as you are progressing through an Audit. When preparing an Audit there may be occasions where the Checklists set up may not cover all the requirements. At this point, a user can add a new Ad-Hoc Notepad.
Navigate to the 'Report' tab of an audit and find the 'Checklists' section. This section will list the Checklist Notepads which already exist for this specific Audit. To add a new Notepad, click the icon and you will see the option 'Add Notepad'.
A window will now appear asking for a Title and Description for the Notepad. The Title field is mandatory however it is good practice to provide a description for the purpose of the new Notepad. When ready, click the 'Add' button and you will see your new Notepad appear on the list of Checklists.
Accessing New Notepads
Accessing the new Notepad to be edited can be done in two ways:
- Clicking the icon next to their new Notepad within the Report tab.
- Opening the Audit Notes tab, clicking the icon and choosing the correct Notepad.
Adding New Sections, Questions or Notes
Users can now edit their new Notepads by clicking the button. A number of options will be available allowing the user to add a new Section, Question or Note.
A section can be thought of like a folder to group or categorise Notes and Questions. When adding a new Section you will be required to input a Title. You can now begin adding and removing Notes and Questions in and out of this Section.
Adding a new question will allow the user to set up the question Title, Guidance, Compliance and Additional Notes. A question will relate to a specific topic rather than the Audit as a whole. Users will be able to add Additional Details, Findings, Attachments and Areas of Standard once the Question is added.
Depending on the workflow of the Audit you may use Notes to check the Compliant status of the whole of an Audit or a Section within the Notepad. You may also use it to log any notes found while working through the Audit.
Similar to adding Questions, users will have the ability to log Findings, Attachments and Area of Standard to their Notes.
Removing Sections, Questions or Notes
Sections can be removed by entering into the Section and clicking the button. The user can then select the option 'Remove Section'.
Questions and Notes can both be removed by hovering over the specific item and clicking the button that appears.
Note: Users cannot delete a Section which still has Questions and Notes inside. The Questions and Notes must first be deleted.
Removing a Notepad
Completely removing a Notepad can be done in two places of the Audit:
- Clicking the button next to the Notepad under the Checklists section in the Report Tab. They can then choose the option 'Remove'.
- In the Audit Notes tab at the root page in the Notepad the user can click the button and select the option 'Remove Checklist'.
Important: Removing a Notepad is an irreversable action. The user will be prompted before doing so. All Sections, Notes and Questions will be removed and there is no way to retrieve them once confirmed.