Assigning Documents to an Audit Component 

Use

Use this function to assign a document to an audit component or to a question list item.

Prerequisites

You can only assign documents in change mode.

Procedure

If you are using a CRM system, proceed as follows:

...

       1.      In the navigation area, select the audit component to which you want to assign a document.

       2.      In the context menu:

Choose...	If you want to...	Additional information
Create → Document Directory	Create a document directory
Create ®  Create Document	Create a new document	The document management system screen appears, where you can define the properties of the document. Choose  Start Editor to create the content of the document.
Create ®  Import Document	Assign an existing document	A screen appears where you can select the document to be imported. A document management system screen will then automatically appear, where you can change the properties of the document that were automatically assigned by the system. Choose  to save the document assignment.

 

 

If you are not using a CRM system, proceed as follows:

       3.      Choose Import Document in the context menu.

       4.      A document management system screen will then automatically appear, where you can import a document and change the properties of the document that were automatically assigned by the system. Choose  to save the document assignment.

Result

The document assigned to the selected audit component is displayed in the navigation structure.

See also:

Audit Management Overview