The Audits Solution is a set of template collection plans and related seed data. To use the audits solution, set up real collection plans and modify it to meet business needs. You would need to do the following:
Create the Audit Plan from the seeded Audit template plans.
Setup the sequence parameters for the collection elements Audit Num and Audit Finding Num.
Verify whether Audit specific workflow definitions were loaded.
Create Audit questions in the Question Bank after copying the Question Bank plan from the template.
Prior to setting up the solutions you need to create and copy the template plan in the Master organization to selected organizations. You can create users and grant them privileges to modify or update the templates. Following are the steps you need to verify before setting up the audits solution:
Verify Seeded Collection Elements
Navigate to Quality >Setup >Collection Elements and choose your organization.
In the Define Collection element form query all the seeded collection elements.
Verify the Plan Templates and the Plan Types
Navigate to Quality > Setup and choose the organization.
Copy the Audit Collection Plan templates into the organization using the Setup > Copy collection plans
Query and verify the collection plan data definition.
You now have a new Audits collection plan type that can be launched by navigating to Setup> Collection Plan types.
Verify Seeded Collection Plan Parent Child Relationships
Navigate to Quality > Setup > Inquiries > Parent Child Plan Inquiries.
In the Update/Inquire Parent Child Collection Plan relationship page , select the organization where the Audit Collection Plans are setup
Select the Parent Plan from the list of values and click on Go. Repeat for all the relationships defined.
Verify that the Audit Question Bank has been Populated
Importing Audit Questions from the Question Bank
Verify that Audit Question Bank Collection plan has been copied from the template and is available in the Organization.
Insert the Question Bank Data into the Question bank.
Navigate to Quality: Audit Administration: Import Audit Questions. Go to Update Collection Import and verify the process status of the records.
Go to View Quality Results form to confirm that the data has been inserted into the Audit Question Bank Collection Plan.
Copying Audit Questions
Navigate to Quality: Audits: Audit Setup: Copy Audit Questions.
You can copy audit questions for a specific audit standard.
You can copy audit questions from multiple standards.
You can copy audit questions from multiple question categories for a specific audit standard and audit section.
You can copy audit questions from multiple question categories for specific audit standard, audit section, and audit area.
You can copy audit questions from multiple question categories for specific audit standard, audit section, audit area, and question category.
The following is a setup checklist:
Setup Checklist
Copy Audit Solution Template
Copy Audit Solution Question Bank
Modify Collection Plans
Enter/Update Audit Question Bank
Build Reports
Step 1. Copy Audit Solution Template
Navigate to the Copy Collections Plan page.
Select Template from the Collection Plan Type list of values.
Select Template Audit Master Plan from Collection Plan Name.
Click on Search.
The Audit Solution Template parent-child plans will be displayed.
Click on Copy.
Enter Collection plan name for each of the collection plans in the New Plan Name field.
Enter the Destination Organization.
Click Finish to complete the copy set up step of Audit Solution Template.
Step 2. Copy Audit Solution Question Bank
Navigate to the Copy Collections Plan page.
Select Template from the Collection Plan Type list of values.
Select Template Audit Question Bank Plan from Collection Plan Name.
Click on Search.
You will see the Audit Question bank plan displayed.
Click on Copy.
Enter Collection plan name for each of the collection plans in the New Plan Name field.
Enter the Destination Organization.
Click Finish to complete the copy set up step of Audit Solution Question Bank.
Step 3. Modify Collection Plans
Once you copy the Audit Solution Template, you will see the parent-child collection plan structure. To implement and use the Audits solution you will need to do the following to modify the collection plan to suit your needs:
Update Collection Elements
You will need to complete the set up of Sequence Data Type Collection elements which are the Audit Number and the Audit Findings.
Navigate to Quality: Set Up: Collection Elements.
Create additional collection elements as required by you.
Update Collection Plans
You can modify the list of values for the collection elements.
You can add or remove collection elements.
You can modify the seeded actions.
You can add any new actions.
Step 4. Update Collection Plan Relationships
Navigate to Quality: Audits: Audit Administration: Update Audit Plan Relationship.
Modify the seeded plan relationships that are available as part of the audit template and the associated criteria and copy relationships to suit your needs.
Establish a parent-child relationship to the CAR collection plan, so you can log a corrective action request should an audit finding necessitate that.
Step 5. Set Up Collection Plan Security
This is an optional step that you can use to give access, restrict or grant privileges.
Navigate to Quality: Set up: Users Group. You can restrict or give access to different users.
Navigate to Quality: Set Up: Grant Privileges. You can restrict or grant privileges to different users.
Step 6. Enter/Update Audit Question Bank
There are two ways to enter/update the questions in the audit question bank plan:
Navigate to Quality: Audits: Audit Administration: Add/Update Question Bank. Enter audits questions directly into the audit question bank collection plan.
Navigate to Quality: Audits: Audit Administration: Import Audit Questions. You can also import audit questions into the audits question bank collection plan.
Step 7. Build Reports
You can build either simple or detailed reports based on the audit finding for management review.
To build a simple report based on a single collection plan, use Quality Results ReportWriter. Navigate to Quality: Set Up: Quality Results ReportWriter..
Once you build the report navigate to Quality: Audits: Audit Inquiry and Reporting and submit the report.
To build a detailed and complex report based on parent-child collection plan data and cross-organization reports use Oracle Discoverer-Quality integration.