Audit Templates Listing Page

Related to Product: SectyrHub 340B

Applies to: System Users and Covered Entity Users. 

Description: This article explains the functions available on the audit templates listing page accessed from the covered entity dashboard. 

To access the audit template listing page from the covered entity dashboard, click the purple Audit Templates tab and select the "Click here to view all (#)" hyperlink. 

This listing page will display the audit templates available for the given covered entity. The listing includes: The name of the template, scheduling information, and available actions. 

Clicking the name of the template will direct you to the template in view mode. 

Actions:

Edit: Click the green pencil icon to access the audit template in edit mode. 

Copy and Paste: Complete the following steps to copy and paste the audit template to other covered entities.

1. 1. 1. Click the blue clipboard icon to copy and paste the audit template to other covered entities. You will be directed to a list of all available covered entities. 
      2. Check the box for the entities that should have an identical copy of the template you are copying
         Click the "Perform Copy" button. The template and its related documents will then be available at the selected entities.
         • For covered entities that have an existing template with the same name, you will have the option to save as new or overwrite the existing copy.
         • Note that, if changes are made to a template after a copy has been performed, the changes will not copy over.

Archive: Click the red half circle icon to archive an audit template. You will be asked to confirm that the template should be archived. Once archived, the template name will update to begin with "ARCHIVED," and it will no longer appear in the dropdown when selecting a template to start a new audit. 

To unarchive an archived template, click the green half circle icon. 

Delete: Click the red X icon to delete an existing template. You will be asked to confirm that the template should be deleted. 

Note that, by deleting a template that has had audits created from it in the past, the audits made from the template will be converted to "Custom." Consequently, you may choose to archive the audit instead. 

For more information on creating audit templates, please refer to the article: Audit Templates

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