21. Audit Reminder

In this module, users can access a list of all ongoing audits. Users can selectively trigger reminders or notifications for these audits.

Search Panel

All fields inside the search panel act as search boxes. Any value inputted inside them will be used as search criteria to filter and retrieve data from the grid, if possible.

1. Audit ID: This is a text field that allows users to filter by audit ID.
2. Execution Date: This is a date picker that allows users to filter by the execution date of the audit.
3. Scheduled Start Date: This is a date picker that allows users to filter by the scheduled start date of the audit.
4. Lead Auditor: This is a single-select dropdown field that allows users to filter by the lead auditor of the audit.
5. Filter: This button filters the results according to the entered search criteria.
6. Clear Filter: This button clears the filters that were used in the previous search and allows users to again view the full data set.

Grid

In the grid, users can designate specific audits for reminders by selecting the corresponding Selected for Reminder checkbox.

*Selections can be saved by clicking the Save Changes button or simply by clicking outside the grid. To discard selections, click on the Discard Changes button.

1. Send Email Reminder: This button allows users to trigger email reminders for the selected audits.
   • A message will appear above the grid informing them of the sent email(s).
     
   • For each audit, an email is sent to the assigned lead auditor, providing details about the audit and a reminder of its impending due date.
     

!If the corresponding task for an audit no longer exists in the system, users will be informed with a message in the form, and the reminder for that audit will be blocked.

*To access additional options or actions related to the above grid, please utilize the kebab menu ( ) located in the upper rightmost corner.