What is the feature?
The ability to update your audit forms listed on the Audits tab.
Why did we create this feature?
As your audits evolve, you may find yourself needing to update the information listed on the Audits tab.
How do you implement/use this feature?
Updating the information on your audits will be primarily managing the data on the Table Templates, Audit Types, and TraceStations tabs.
Table Templates
The audit forms are primarily managed in Table Templates under Configuration.
Step 1: Hover over Configuration and click Table Templates; listed will be the full list of your Audit Types in use.
Table Templates only show what Table Templates you’ve created. If you need to add a new audit in Table Templates, hover over Configuration and click Audit Types. Once your Audit Type is added, it can be expanded in Table Templates.
Step 2: Click the edit gear of the audit that needs to edited.
There are two main tabs to update the audit; (1) Table Sections, which will edit the rows of the audit & (2) Column Definitions that will update the columns.
Table Sections
Step 1: On the Table Sections tab, add additional rows by clicking the plus sign (+) in the section you’d like to add a new row. You can also remove a row by clicking the X.
Make sure Allow Additional Rows is checked if users will need to add additional rows when filling out the table in the audit.
Step 2: In a row, the text can be edited. Move rows up and down the list by grabbing the drag dots icon.
Step 3: Some of the fields won’t be able to be updated or manipulated from this tab. To update which columns appear and what kind of data is stored click on the Column Definitions tab.
Step 4: Click Save when completed.
Column Definitions
From the Column Definitions tab, the different columns are now visible with each data type and can be changed by clicking the drop down.
Step 1: If a new column is needed, click the + Add Column button. The new column will be added to the bottom; update the information appropriately. Just like on the Table Sections tab, the columns can be managed by clicking the plus sign (+) to add, X to delete, and drag dots icon.
Your Table Templates are essentially just sections of your TraceStation. You could have another section in your audit that is just regular attributes and wouldn’t need a Table Template.
Step 2: Click Save when completed.
Updating TraceStations
The information that’s visible when clicking the edit gear on the Audits tab is controlled by TraceStations.
Step 1: Click on TraceStations under Configuration.
Step 2: Click the edit gear of the audit that needs to edited.
Updating the Table Templates will update the audit form automatically, but any other fields (Attributes) will need to be updated manually.
Step 3: From here, manage the other fields on the Audits tab TraceStation that weren’t listed under Table Templates. Attributes such as Supplier Name and Supplier ID won’t be updated by managing the Table Templates. Additional Sections can be added, as well as more tables from the Table Templates that have been created. Update any Attributes necessary.
Step 4: Add Table Summary can be added as a summation of all answers that need priority attention and if they fell into non-conformance; it will show Minor, Major, and Non-Comformances.
Step 5: Click Save when completed.
Check the changes made are reflected correctly by clicking on a record from the Audits tab to verify.