9.1.7. Requirements

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

Within the Select 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.

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 Assigned 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 either Discard Changes or Undo ( ).

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

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). It allows users to choose the module containing the relevant requirements.
   • Once a module is selected, the Select Folder field becomes visible.
     
2. Select Folder: This is a single-select dropdown field that retrieves the list of folders within the selected module. It allows users to choose the folder containing the relevant requirements.
   • Rather than a dropdown menu, this field opens a pop-up window.
     

     **In this window, users navigate through a tree structure displaying object sets and nested folders. To select a folder, simply double-click on it.

   • Once a folder is chosen, the following grid becomes visible, automatically populated with the child objects of the selected 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 clicking outside the grid. To discard selections, click Discard Changes.
     • 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 Assigned 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 either Discard Changes or Undo ( ).

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