Raise a New Improvement Log Associated with an Audit

As you are conducting an audit, you can efficiently raise new Improvement Logs where your findings require this.  When you raise a new Improvement Log from an audit, Activ maintains a link back to the specific audit from which it was generated.  As well as being accessible and managed in the Improvement Logs module, all Improvement Logs associated with any audit are also housed on the individual audit’s Improvement Logs tab for quick reference.

On an audit’s Checklist and Findings tab (‘Simple’ format audits) or on an individual question’s Questions tab (‘Advanced’ format audits) there are a number of action buttons, including New Improvement Log:

Click on New Improvement Log to shortcut to a new blank Improvement Log Details tab ready for you to populate:

Enter the necessary details in the appropriate fields.  Fields marked with an asterix are required.  Certain fields are automatically populated.  See Improvement Log Fields Explained for a comprehensive explanation of each of the fields.

When you have entered all the relevant details click on Save to complete the process of adding the new Improvement Log.  You will be returned to the audit where you can create further actions as required.

In some instances, rather than raise a new Improvement Log, it may be appropriate to link a particular audit/audit question to an existing Improvement Log.  See Link an Audit to an Existing Improvement Log for guidance.

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