Audits v4 (EN) – Wiki https://wiki.qualiex.com Base de Conhecimento Sobre o Software da Qualidade Qualiex Fri, 24 Sep 2021 13:48:26 +0000 pt-BR hourly 1 https://wordpress.org/?v=6.5.2 https://wiki.qualiex.com/wp-content/uploads/2021/10/cropped-favicon-32x32-1-32x32.png Audits v4 (EN) – Wiki https://wiki.qualiex.com 32 32 How to remove an audit? https://wiki.qualiex.com/modules/audits-en/how-to-remove-an-audit-2/ Fri, 24 Sep 2021 13:48:26 +0000 https://wiki.qualiex.com/?post_type=docs&p=1963

Atualizado em 

We can remove an audit.
Access the audit that will be removed and click on the context menu  and select the remove option.

After confirming the removal, the audit will be removed from the application and from Web Audits.

Loading

]]>
How to cancel an audit? https://wiki.qualiex.com/modules/audits-en/how-to-cancel-an-audit-2/ Fri, 24 Sep 2021 13:47:50 +0000 https://wiki.qualiex.com/?post_type=docs&p=1961

Atualizado em 

If necessary, we can cancel an ongoing audit.
Access the audit that will be canceled and click on the context menu .

The menu will be displayed, click on the option Cancel Audit.

It will be necessary to confirm the cancellation of the audit.

Enter the justification for canceling the audit, after confirming the audit will be canceled.

Loading

]]>
How to complete the audit? https://wiki.qualiex.com/modules/audits-en/how-to-complete-the-audit/ Fri, 24 Sep 2021 13:42:07 +0000 https://wiki.qualiex.com/?post_type=docs&p=1959

Atualizado em 

After completing the planning, the audit can be completed.

Access the audit that will be completed and click on the context menu .

  1. In the initial listing.
  2. Accessing the audit.

Filling in is not mandatory but if you want to detail the items marked as strength, weakness, recommendations and audit conclusion, click .

  • Strengths: If you have an item marked as strength, click on view strengths to view.
    • See strengths: Displays the list with the items that were selected as the strengths of the audit, click on the item to view the details.
  • Weaknesses: If at least one item was selected as a weak point, click on see weak points to display the list.
    • See weaknesses: The list shows the list of items marked as weak points of the audit, to see more details click on the item.
  • Recommendations: If there is any recommendation or guidance regarding the audit, enter it in this field.
  • Conclusions: Enter the details of the audit conclusion.

To complete the audit, click on  to display the home page and click on the context menu .

Click on Finish, you need to confirm the completion of the audit.

The changes made to the audit are displayed in the Web Audit histor.

Loading

]]>
How to insert an attachment in the audit? https://wiki.qualiex.com/modules/audits-en/how-to-insert-an-attachment-in-the-audit/ Fri, 24 Sep 2021 13:41:35 +0000 https://wiki.qualiex.com/?post_type=docs&p=1957

Atualizado em 

How to insert an attachment in the audit?
We can add an attachment to the audit items.
Go to the item you want to add the attachment to and click .
Select an attachment option:

  • Photo gallery: Select a photo that is stored in your photo gallery.
  • Video gallery: Choose from the gallery a video stored on your phone.
  • Camera: Take a photo and add to the item.
  • Video: Record a video and insert it into the item.
  • Audio: Record an audio to add to the item.
  • File: Select a file to link to the item.

When accessing for the first time, it is necessary to allow access to the files and the camera of your device.

To remove an inserted attachment, click .

Loading

]]>
How to associate an occurrence in the audit? https://wiki.qualiex.com/modules/audits-en/how-to-associate-an-occurrence-in-the-audit/ Fri, 24 Sep 2021 13:40:54 +0000 https://wiki.qualiex.com/?post_type=docs&p=1955

Atualizado em 

If you want to associate an item with an occurrence, we can add it.
Access the audit that you want to record the occurrence and click .

To add an occurrence, click on + ADD.

Allowed to add occurrences only in the audits in progress.

Fill in the information:

  • Name: Enter the title of the occurrence.
  • Type: Select the type corresponding to the registration to be performed.
    • Non- conformity: occurrence for the item that does not comply with the standard that was used in the audit.
    • Improvement Opportunity: occurrence for an item that is an opportunity or needs improvement.
  • Description: Enter the details of the occurrence.
  • Select: Click to choose the items that will be associated with the occurrence.
    • Click  to find an item.
    • Click on  to save the selection of the items.

Click on  to register the occurrence.

Loading

]]>
How do I perform an audit on Audit Mobile? https://wiki.qualiex.com/modules/audits-en/how-do-i-perform-an-audit-on-audit-mobile/ Fri, 24 Sep 2021 13:38:45 +0000 https://wiki.qualiex.com/?post_type=docs&p=1953

Atualizado em 

If you are a lead auditor or a plan auditor, you can execute it.

Before starting an audit, check that the devices’ time zones are correct.
Devices with diverging time zones can cause inconsistency in data synchronization, as information may overlap when synchronizing.

In the Audits application, click on the audit that will be performed.

Click on audit and select the desired schedule to start the execution.

If you have planning that is not your responsibility, you are not allowed to carry it out.

In the item to be evaluated, click Reply to select the answer option.

To add a note, attachment, mark as a strength or weakness, click on the item.

Inserting attachment in the item

To add an attachment to the desired item, click on .
Select an attachment option:

  • Photo gallery: Select a photo that is stored in your photo gallery.
  • Video gallery: Choose from the gallery a video stored on your phone.
  • Camera: Take a photo and add to the item.
  • Video: Record a video and insert it into the item.
  • Audio: Record an audio to add to the item.
  • File: Select a file to link to the item.

When accessing for the first time, it is necessary to allow access to functionality.

To remove an inserted attachment, click .

You can only view attachments on the sending device. Attachments sent by other devices or the web are not possible to view in the application.

Selecting item as strength or weakness

You can select an item as a strength or weakness.
In the item click on the context menu  and select the desired option:

  • Mark as a strength: Click to mark this item as a strength.
  • Mark as weak point: Select to define this item as a weak point.

Click  to return to the items.

Adding an instance

If necessary, link an occurrence to an audit.
On the audit home page, click .

To add an occurrence, click on + ADD.

Fill in the information:

  • Name: Enter the title of the occurrence.
  • Type: Select the type corresponding to the registration to be performed.
    • Non-Compliance: occurrence for an item that does not conform to the standard that was used in the audit.
    • Improvement opportunity: occurrence for an item that is an opportunity or needs improvement.
  • Description: Enter the details of the occurrence.
  • Select: Click to choose the items that will be associated with the occurrence.
    • Click  to find an item.
    • Click on  to save the selection of the items.

Click on  to register the occurrence.

The changes made to the audit are displayed in the Web Audit history.

 

Completing the audit

After completing the planning, the audit can be completed.
Filling in is not mandatory but if you want to detail the items marked as strength, weakness, recommendations and audit conclusion, click .

  • Strengths: If you have an item marked as strength, click on view strengths to view.
    • See strengths: Displays the list with the items that were selected as the strengths of the audit, click on the item to view the details.
  • Weaknesses: If at least one item was selected as a weak point, click on see weak points to display the list.
    • See weaknesses: The list shows the list of items marked as weak points of the audit, to see more details click on the item.
  • Recommendations: If there is any recommendation or guidance regarding the audit, enter it in this field.
  • Conclusions: Enter the details of the audit conclusion.

To complete the audit, click on to display the home page and click on the context menu .

Click on conclude, necessary to confirm the completion of the audit.

Loading

]]>
How to synchronize the application information to Web Audits? https://wiki.qualiex.com/modules/audits-en/how-to-synchronize-the-application-information-to-web-audits/ Fri, 24 Sep 2021 13:38:01 +0000 https://wiki.qualiex.com/?post_type=docs&p=1951

Atualizado em 

In the Audit application, the lead auditor or auditor can perform the audits even without internet.

After performing the offline audit, when you are connected, you need to synchronize the application. For this:

  • Pull from top to bottom to update.
  • The audits will be listed in the application.

Loading

]]>
How to access the Audit Mobile Application? https://wiki.qualiex.com/modules/audits-en/how-to-access-the-audit-mobile-application/ Fri, 24 Sep 2021 13:37:08 +0000 https://wiki.qualiex.com/?post_type=docs&p=1949

Atualizado em 

In the Audit application, the lead auditor and the auditors will be able to carry out the registered audits.

If you don’t have the Auditorias app yet, see this article how to install.

  1. Open the Audits  application on your phone.
  2. After accessing the application, enter your username and password in Audits and click Log in.

Don’t remember your username and password? Check with your company’s Qualiex administrator or on the Qualiex website click on Forgot your password?

On the home page of the application, we have:

  1. Filters : Displays the filters for displaying the audits.
    • All audits
    • Audits in progress
    • Completed audits
    • Audits canceled
  2. User profile : See the data of the account that is accessing the application.
    • Dark mode: Select to leave the application in the dark view.
    • Exit: Select to log out of the application.
  3. List of audits: Displays the audits available to the user logged into the application. Lists audits in which the user is a lead auditor or auditor and which have been downloaded to be performed.
  4. Audit context menu : Displays the option to remove an audit.

Loading

]]>
Installing the Mobile Audits Application https://wiki.qualiex.com/modules/audits-en/installing-the-mobile-audits-application/ Fri, 24 Sep 2021 13:36:32 +0000 https://wiki.qualiex.com/?post_type=docs&p=1947

Atualizado em 

We have a mobile Audits application, where users who will be leading auditors or auditors can perform the audits.

The audits carried out in the application will be synchronized with Qualiex Auditorias Web.

  1. To install, access the app store on your Android or iOS phone and search for Audits and wait for the download and installation.
  2. With the installation complete, locate the Audits icon  on your phone.

Also use on your tablet or Ipad.

Ready! the audits has been installed on your phone.

Loading

]]>
How do I view an audit report? https://wiki.qualiex.com/modules/audits-en/how-do-i-view-an-audit-report/ Fri, 24 Sep 2021 13:36:01 +0000 https://wiki.qualiex.com/?post_type=docs&p=1945

Atualizado em 

We can view a general report of an audit that is in the status:

  • Planned
  • Running
  • Completed
  • Canceled

 

In addition to the general report, we can also view the report for a specific audit plan.
To view the general report, on the Audits tab, in the audit that you want to view the report, click on the context menu . Select the View report option. We have the option of viewing the report when accessing audit also in a context menu .

They are listed for the user according to the access granted and responsibility in the audits.

To view the report of a specific plan, go to an audit within the tab Planning, click the context menu planning you want.

If the selected audit and / or planning has more than one language, we can select in which language the report will be displayed. Select PortugueseEnglish or Spanish and click on view.

The report will be generated in a new browser tab.

Loading

]]>