8. IA: How can I edit an existing audit procedure (in the library) to be specific to only my project?

Library Audit procedures are copied into Audits. This means that while an Audit procedure can be Library linked, any changes made to the Library Audit Procedures will not affect the copies within existing audits. The Audit Procedure can be in one of three states. The bubbles on the left hand side of the audit procedure title indicate the state of Audit Procedure, as per the table below.




In the Create/Link Audit Procedures form, click on the blue hyperlink of the Audit Procedure Title you want to make project specific. Click on the ‘Save As’ button and select the relevant option on how you want to proceed with the new audit procedure. Then click on Save.

The link below provides each different scenario with examples to explain it in more details.

Click here.

For more information on the Capturing Audit Procedures, click on the link below.

Capturing Audit Procedures