Managing Audit Meetings

Managing Audit Meetings

There may be multiple meetings that take place during the audit process. Information and notes about these meetings can be entered in the Audit record any time as long as the record is not in Closed or Voided status.

From the Audit record, click Other Actions > Manage Meetings.
Result: The Manage Meetings window is displayed.

Click the Add Meeting link.
Enter information in the following sections:

Section	Description
Manage Meetings	Meeting Type* - Click the drop down button and select the type of meeting, such as Kickoff or Ad-hoc. For more information on configuration, see Meeting Types. Date* - Zoom to specify the date when the meeting took place. Subject* - Enter the subject of the meeting. Meeting Note - Enter any relevant comments regarding the meeting.
Attendee	Click the Add Attendee link to add an attendee to the meeting. Enter the information in the following Attendee section fields: Name* - Enter or zoom to select the name of the attendee. Phone Number - Enter the phone number for the attendee. E-mail - Enter an e-mail address for the attendee.
Document	Click the Add Document link to attach a document to the meeting. Enter the information in the Document section fields: Document Number* - Zoom to select a document from the Document Management system. If Document Management is not installed, then enter a reference number for an external document. Forms Designer can be used to configure this field to link to an external document system. See the Studio Designer Help System for additional information. Document Revision - Enter the referenced document's revision number. Title - Enter the title of the document.
Attachment	Click the Add Attachment link to add an attachment to the meeting. Enter the information in the following Attachment section fields: Description - Enter a description of the document to be attached. File - Click the Select button and map to the attachment.

Click the Sign-off button.
Result: The Sign-off window is displayed.
Enter your user ID and password and then click the Sign-off button.
Result: The meeting information is reflected in the Activity section of the Audit record.

See Also

Voiding an Adhoc Audit

Reopening a Voided Audit

Assigning an Audit Result

Updating the Team

Viewing the Audit Schedule

Reassigning Audit Sections

Audit End User Steps