5.1.1. Audit Compliance Types List

In this section, users can create, edit, and delete the compliance types displayed in the Compliance Type dropdown. This dropdown is found in the New Audit Definition form.

Defining Audit Compliance Types

1. Inline Add: This button allows users to add a new compliance type.
   
   • Title: This is a text field that allows users to input the title(s) of the compliance type (in English [default], Arabic, German, or French).
   • Prefix: This is a text field that allows users to input the prefix associated with the compliance type.
     • The prefix inputted in this field will impact the format of the Audit ID (as will be demonstrated).
   • Active: This is a checkbox which, if enabled, allows for the compliance type to be displayed in the Compliance Type dropdown.
     • This checkbox is automatically enabled whenever a new compliance type is added; however, if users do not want the compliance type to be displayed, they can still manually deselect the checkbox.
   • Save: This button allows users to save the compliance type.
   • Cancel: This button allows users to cancel the compliance type.
2. Inline Edit: This button allows users to edit an existing compliance type.
   • To edit inline, select the compliance type that you want to edit from the grid and click on the Inline Edit button.
   • All the Inline Add fields will reappear and users can make, save, or cancel changes as desired.
3. Delete: This button allows users to delete a compliance type (see first instance for details on this function).
4. Export to Excel: This button allows users to export selected columns from the grid to Excel.
5. Excel Template: This button allows users to generate an Excel template of the grid.
6. Import from Excel: This button allows users to import data (inside columns) from an Excel sheet into the grid.