Opening a Finding Status

You can open a finding status to view its details and related information.

When Accredited Body Organization (AB) creates an audit, audit finding, and finding status in their private collaborative space, by default these objects are not visible to Regulatory Responsible Organization (RR). The RR is the different organizations using its own different private collaborative space. To make these objects visible to RR (Audited) once they are internally validated by AB while promotion of a finding status from the Verify to Closed state, by default the system adds the Auditees of the corresponding audit in the Sharing page of finding status, audit finding, and audit.

Required Access Roles:

  • Baseline: Author, Leader
  • App-Specific: Audit Lead, Audit Administrator

  1. View the list of findings status. For more information, see Finding Status.
  2. Click the name of a finding status. You can use the categories in the navigation pane to access information related to the finding status.

    Category Tabs Description For More Information
    Finding Status Name Properties To view properties details. See Properties.
    History To view the consolidated history of the finding status. See Viewing History for Content.
    Customer Extensions Shows the customer extensions associated with the finding status. See Customer Extensions.
    Reference Documents To view the documents associated with the finding status. See Reference Documents.
    Where Used Lists the findings in which the context finding status is used. See Where Used or Collaboration List.
    Tasks - To view the action items associated with the finding status. See Tasks.
    Related Items - To view the related items associated with the finding status. See Related Items List.
    Lifecycle - To view the current lifecycle state of the finding status, and any associated routes (tasks) required for movement to the next lifecycle state. See Lifecycle Page. You can promote the finding:
    Notes:
    • When you promote a finding status from the Open to Resolution state, by default the context audit finding is also promoted from the Open to Resolution state.
    • When you promote a finding status from the Resolution to Verify state, by default the context audit finding is also promoted from the Resolution to Verify state.
    • When you promote a finding status from the Verify to Closed state, by default the context audit finding is also promoted from the Verify to Closed state.
    • To auto promote the context audit finding from the Open to Resolution state and to the Closed state, remove all the mandatory attributes from the 
      LQIAudit.Attribute.AuditFinding.OpenState
      key. You can also add the required attributes to this key before promoting the finding status.
    • Set the value as false to the LQIAudit.AutoCreateApprovalRouteForAuditFinding key before promoting the finding status. For more inforamtion, see Configuring Audit.
    Discussions - Lists the public and private discussions of the finding status. See Discussions.
    Sharing - Lets you share the finding status's content with others. See Sharing Page