Processing the Question List (Master Record)

Use

A question list is usually required in order to execute an audit . These question lists (for example, standardized catalog of questions, company-specific catalog of questions) can be created as a master record. They can then be copied and reprocessed when you are creating the question list for an audit .

Procedure

  1. Access audit management. See Accessing Audit Management .

  2. To create a new question list, choose Start of the navigation path New Next navigation step Question List End of the navigation path in the context menu of the navigation area . If you want to create a new question list on the basis of a question list that already exists in the system, choose Start of the navigation path New Next navigation step Question List Using Template End of the navigation path .

    Note Note

    If you create your question list in this way, you can later assign it to an audit using Drag&Drop.

    End of the note.
  3. In the header area on the right, enter a unique key, a description, and the required language for the question list.

  4. Enter the required data on the tab pages.

  5. On the Texts tab page, you can create notes and/or a description.All of the usual editor functions are available. In addition, you can load local files or save texts you have entered as local files.

    Note Note

    If you load files that contain control indicators (for example, Microsoft Word files), then these control indicators are interpreted as texts by the system and are displayed as such. You should, therefore, only load pure text files (ASCII files).

    Texts that have been entered can only be saved locally as pure text files.

    End of the note.
  6. If you want to assign documents to the current audit question list , follow the procedure described in Assigning Documents to an Audit Component .

  7. In the navigation area, choose Element , if you want to create a new element, or choose Element Using Template... if you want to create an element on the basis of an element that already exists in the system.

    Choose Question , if you want to create a new question, or choose Question Using Template..., if you want to create a question on the basis of a question that already exists in the system.

    Note Note

    Depending on the specifications made in Customizing, the description of the subordinate hierarchy levels (in the case described above “element” or “question”) in the question list can vary.

    End of the note.
  8. In the right screen area, enter the required data for the subordinate hierarchy levels on the tab pages.

    Note Note

    The field description for the identification is the dependent on the specifications made in Customizing (for example, element or question). In addition, the field (required field) for the hierarchy profile is only available for input at the highest hierarchy level (question list).

    End of the note.
  9. Assign a possible valuation for each question.

    When the data is released, the system checks the valuation and outputs an error message if a value is not allowed.

  10. If you want to assign documents to one of the hierarchy levels (for example, element or question) , follow the procedure described in Assigning Documents to an Audit Component .

  11. Save the question list.

Result

You have created a question list that consists of one or more hierarchy levels. In the navigation bar, the question list is indicated with the icon , the subordinate hierarchy levels with the icon , and the assigned documents with the icon .

If you choose the pushbutton Overview in the right screen area, the system displays all question list items in the current question list.

If you choose the pushbutton Print Preview in the right screen area, the system displays the current question list as a print preview. You can print this preview ( Form for Question List pushbutton), you can assign it to the current question list as a PDF document ( PDF Attachment pushbutton), or you can send it in the form of a PDF document in a mail to all business partners ( PDF Attachment pushbutton. You can also use your own forms.

You can change an existing question list or a subordinate hierarchy level at any time. To do this, double-click on the object in the navigation area and then make the required changes.

To delete an existing question list or a subordinate hierarchy level, select the object in the navigation area and, in the context menu, choose Delete .