Status Management (Audit) 

The initial status of an audit component or audit is Being Created.

The component Audit has a complex status design. If you are not working with approval requirement, the sequence Being Created → Released → Signature Provided → Completed → To Be Archived → Archived can be represented. Different variants of this sequence with increasing levels of complexity can also be represented in the system.

If you want to work with approval requirement, you must either set the statusSet Approval Requirement manually or predefine it in Customizing for audits.

Dependencies

·        An audit can be deleted while it has the status Being Created, provided that it does not have require approval. A business transaction is performed when deleting. A newly created audit can be deleted without performing a status check.

·        Audits with the status Deletion Flag or Canceled are immediately flagged for archiving in archiving and then deleted. Audits with the status Completed can only be deleted after the residence time has expired. In this way you can ensure that you comply with documentation requirements.

·        When the audit is in the status Being Created, question lists and their elements can be assigned, changed, or deleted. This is also the case if an approval requirement exists, since the approval does not apply to question contents. In the status Released, only unplanned questions can be created, changed, or deleted.

·        The audit can stand alone and can therefore be released independently of the status of the audit plansapurl_link_0001_0003_0008.

·        If you reset the status Released for an audit, the status Being Processed will automatically be set. This means that the audit can no longer be deleted. If the audit has already been approved, then this status is also reset, meaning that the audit will have to be approved again. In this status, the audit can be flagged for approval.

When the release is reset, the following statuses may also be reset:

¡        Download Executed

¡        Confirmed

¡        Report Created

¡        Valuation Performed

·        If the audit is Locked, no activities are allowed (apart from unlocking).

·        The statuses Download Executed and Confirmed do not have a controlling influence. This means that they are only used for documentation purposes. These statuses cannot be reset manually. The business transactions that are the basis for these statuses can be executed more than once.

·        The status Valuation Executed documents that the valuation of the audit has been performed. The business transaction that this status is based on is executed when you choose the pushbutton Valuation on the Result tab page in the audit. The system automatically resets the status if the valuation specifications are changed or if the valuation-relevant data in the audit questions is changed.

·        The status Report Created has no controlling influence. This status cannot be reset manually. The business transaction that it is based on can only be executed once. The report can still be created even after the signature has been provided.

·        The status Signature Provided has a controlling influence. This status cannot be reset manually. The business transaction that it is based on can only be executed once. Once the signature has been provided, only the actions and the audit can still be completed. When the signature is provided, all actions that have the status Created are automatically opened and their status is changed to Outstanding. Then the system checks if any outstanding actions exist. If there are any outstanding actions, the system sets the status Outstanding Actions.

·        The status Completed with Outstanding Actions is set automatically if any outstanding actions exist when you complete the audit. When all outstanding actions have been completed, this status is deactivated and replaced by the status Completed.

·        When the statuses Completed and Completed with Outstanding Actions are reset, the following statuses for the audit are reset:

¡        Outstanding Actions

¡        Completed with Outstanding Actions

¡        Signature Provided

See also:

Audit Management Overview

Status Management in Audit Management

Status Management (Audit Plan)

Status Management (Question List)

Status Management (Corrective/Preventive Actions)