Link an Existing Improvement Log to an Agreement Compliance Audit

As you are conducting an audit you can raise a new Improvement Log.  See Raise a New Improvement Log Associated with an Agreement Compliance Audit

In some instances, it may be appropriate to link to an existing Improvement Log rather than raise a new one.

On each requirement’s Details tab there are a number of action buttons, including Link Existing Improvement Log:

Click on Link Existing Improvement Log to shortcut to a list of all Improvement Logs within Activ for you to select from:

Select the relevant Improvement Log(s) by putting a check in the box to its left and then click on Save to complete the process of linking the requirement (audit record) to the Improvement Log(s).

You will be returned to the requirement’s Details tab, where you can continue your audit activity.  The linked Improvement Log(s) are available on the individual requirement’s Improvement Logs tab, as well as on the audit’s overall Linked Improvement Logs tab.

Print Friendly, PDF & Email