Creating an Audit InfoCard

An Audit InfoCard is the vehicle for the Audit Workspace.

To create an Audit InfoCard:

1. Select Audits from the Audit menu.

2. Click New.  The Audit Details page opens.

3. Enter data in the fields in the Set Audit Details page (see Configuring Audit Details).

This creates an ad hoc, or one-time, audit.  To create an audit that recurs on a set schedule, see MasterControl Audit Overview.

Users on the current step of the route can access the Audit Workspace from the InfoCard or from My Tasks and edit it.  See the following topics for more information:

• Audit Workspace Information Tab

• Audit Workspace Documentation Tab

• Audit Workspace Observations Tab

Scheduled tasks will launch the audit on the date you specify.  Once the audit is launched, the corresponding Audit InfoCard will appear in the Audit list page.  

Auditors on each step of the route will receive an e-mail with actions pertaining to that step:

• Audit step - you can download a copy of the checklist for the audit, or open the task in MasterControl.

• Peer Review step - you can view the collaboration task or sign off.

• Approval step - you can open the task in MasterControl or sign off.

See Creating Audit InfoCard Types for information on creating Audit InfoCard Types.