Audit Areas of Concern

1. Within the closed audit from the Audit Results and Summary tab, select the checkbox(es) for the line(s) of results that should be associated with the Area of Concern.
2. Enter the name of the Area of Concern in the text box: New Area of Concern Name under the header: Add Marked Results to an Area of Concern
3. Click Create New
4. The line of results will then be associated with the Area of Concern, which will be hyperlinked below under the header: This Audit is Referenced in these Areas of Concern

How to Add Results to an Existing Area of Concern: 

1. Within the closed audit from the Audit Results and Summary tab, select the checkbox(es) for the line(s) of results that should be associated with the Area of Concern.
2. Select the name of the existing area of concern from the dropdown under the header: Add Marked Results to an Area of Concern
3. Click Add to Existing
4. The line of results will then be associated with the Area of Concern, which will be hyperlinked below under the header: This Audit is Referenced in these Areas of Concern
   1. To remove the audit from the Area of Concern, click the X located in the Actions column.   

Accessing an Area of Concern Workscreen

There are two ways to access an Area of Concern Workscreen: From a closed audit and from the Covered Entity dashboard.

How to Access an Area of Concern from a Closed Audit: 

1. Within the closed audit from the Audit Results and Summary tab, click the hyperlinked name of the Area of Concern under the header: This Audit is Referenced in these Areas of Concern.
2. You will then be directed to the Area of Concern workscreen.

How to Access an Area of Concern from the Covered Entity Dashboard: 

1. On the Covered Entity dashboard in the Audits and Areas of Concern section, select the tab: Areas of Concern. You will then see the Areas of Concern listed out (click the View All button to expand the list). 

   1. The listings can be sorted and filtered from the column headers. 

      • Click a column header to sort into ascending/descending order.  
      • Click the magnifying glass to filter by keyword. 
2. To view an Area of Concern, click the hyperlinked name. You will then be directed to the Area of Concern workscreen.
3. To edit an Area of Concern, click the green pencil. You will then be directed to the Area of Concern workscreen.

 How to Delete an Area of Concern from the Covered Entity Dashboard: 

1. On the Covered Entity dashboard in the Audits and Areas of Concern section, select the tab: Areas of Concern. You will then see the Areas of Concern listed out (click the View All button to expand the list). 
2. Click the X in the action column to delete the Area of Concern.  A pop-up window will display the audits that are associated with this Area of Concern.  To delete the Area of Concern, click the delete button. 

Breaking Down the Area of Concern Workscreen:

Problem Description: This is a short description of the Area of Concern that will serve as its name. 

Problem Details: Provide relevant information on the issue at hand. 

Resolution Outline: Provide steps to resolve the problem at hand. 

Document(s): Upload any additional documents that are relevant to the Area of Concern. Examples: Proof of invalid samples, steps to reverse claims, training resources to deter invalid samples in the future.

Status: Select a status that is representative of the progress made towards resolving the Area of Concern. 

Tasking: You may choose to send a task to another user or to yourself to provide accountability on the Area of Concern.

Associated Audits: This section lists out all audits that have been associated with the particular Area of Concern. This listing includes: The audit description, audit type (template from which the audit was completed), sample period, associated variable, percent valid (specific to the variable), and notes.

The notes section allows for additional free text information to be entered.  Click the hyperlinked audit description to access a specific audit in more detail. The associated audits listing can be sorted and filtered by using the column headers. 

If the audit should not be associated to the given Area of Concern, it can be removed by clicking the X in the Actions column.