Update the checklist questions with answers

The lead auditor conducts interviews with the audit participants. The checklists linked to the audit are edited and updated to record the answers to the questions.

Procedure

1. Navigate to the audit object and open it.

2. Select the checklist that you want to assess.

3. Select the question that you want to update.

4. Click Edit .

5. In Overview tab, from the Answer list, select the required option.Based on the answers, the red, yellow, green (RYG) rating that indicates the status of the various questions in the checklist is updated. For example, based on the default rules, if the mandatory question is answered with a no, the RYG object automatically becomes red. Further, if there is a quality action associated with it, it becomes yellow. Similarly, if the answer is a yes, it becomes green. The RYG ratings of the questions are rolled over to the checklist to indicate the status of the checklist. For example, if a checklist has five questions, and all the four questions are answered with a yes (green) and one is answered as no (red), the RYG object of the checklist becomes red based on the default rules. Similarly, if all the four questions are green, and one has a quality action associated with it (yellow color), the RYG object of the checklist becomes yellow.For more information, see Understanding RYG ratings in a quality checklist.

6. From the State list, select an option to specify the status of the question.

7. Click Save.