9.1.2. Requirements

In this section of the New Audit Definition form, users can specify the requirements to be validated during the audit.

Within the Requirements tab, there are two subtabs to consider:

1. Select Prior Requirements

In this tab, users can access all requirements previously defined in the system, including QMS-defined and EPC-defined requirements chosen for past audits. Users can select requirements from this list to assign to the current audit.

*QMS-defined requirements are those defined using the Requirement Management application.

!In this grid, users can mark individual requirements for assignment by checking the corresponding Selected checkbox. Selections can be saved by clicking the Save Changes button or by simply clicking outside the grid. To discard selections, click on the Discard Changes button.

1. Select All: This button allows users to select all requirements in the grid for assignment.
2. Deselect All: This button allows users to deselect all requirements in the grid.
3. Assign Selected: This button allows users to assign the selected requirements in the grid.
   • Once assigned, these requirements will automatically populate the grid inside the Summary of Requirements accordion.
     • To delete a requirement, select the corresponding Delete ( ) icon.
       

       **To confirm the deletion of items in the grid, click on the Save Changes button or simply click outside the grid. To undo deletion, click on either the Discard Changes button or the Undo ( ) icon.

     • To view a requirement, select the corresponding View ( ) icon.
     • To access the full content of the requirement description, select the corresponding Expand ( ) icon.

2. Select New Requirements

In this tab, users can select new requirements to assign to the audit.

1. Select Module: This is a single-select dropdown field that retrieves the list of EPC modules (Process, Document, Rule, Control, and Capability).
   • Once a module is selected, the Select Folder field becomes visible.
     
2. Select Folder: This is a single-select field that displays a list of the selected module’s parent folders. Rather than in a dropdown menu, however, this list is displayed in a pop-up window.
   • Once a folder is selected, the EPC Objects grid becomes visible, automatically populated with the child objects of the selected parent folder.

     !!In this grid, users can mark individual requirements for assignment by checking the corresponding Selected checkbox. Selections can be saved by clicking the Save Changes button or by simply clicking outside the grid. To discard selections, click on the Discard Changes button.

     • Select All: This button allows users to select all requirements in the grid for assignment.
     • Deselect All: This button allows users to deselect all requirements in the grid.
     • Assign Selected: This button allows users to assign the selected requirements in the grid.
       • Once assigned, these requirements will automatically populate the grid inside the Summary of Requirements accordion.
         • To delete a requirement, select the corresponding Delete ( ) icon.
           

           **To confirm the deletion of items in the grid, click on the Save Changes button or simply click outside the grid. To undo deletion, click on either the Discard Changes button or the Undo ( ) icon.

         • To view a requirement, select the corresponding View ( ) icon.
         • To access the full content of the requirement description, select the corresponding Expand ( ) icon.

*In order to view all columns inside the Summary of Requirements grid, users will need to manipulate the horizontal scrollbar. (Users can scroll by either dragging the thumb on the scrollbar or dragging two fingers across the touchpad of their device.) To access additional options or perform actions related to the grid, please utilize the kebab menu ( ) located in the upper rightmost corner.