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Creating and Using Audit Forms This screen details how to build Audit Forms within ECA, and who/how to use them.
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The Audit Setup (  )section contains everything that you need to build an Audit template (known as a Form).
Creating the Detail To create an Audit, you must first create the sections and detail that will make up the Audit. Figure 1 shows the Sections maint screen.  You can decide the order in which sections and their corresponding detail will be shown in the actual audit form, by selecting a numerical display order for each. You continue on by creating the detail audit items that are to be shown within each section (Figure 2). As with the Sections, you can Order the way that these items will be displayed within each section. The primary thing that you are determining for each detail item, beyond it's descriptive text, is the TYPE of detail audit item that this will be (DATE, STRING or NUMBER). When the audit is actually created by the end user, the information that can be entered for each detail item is constrained by it's data type. That is, they will not be able to enter a string into an Audit Item defined as a date.  When the form is displayed to the user at run time, the detail will be sorted within each section by its associated Display Order. The Sections will be similarly ordered using their Display Order field. The use of this form differs slightly from other ECASYS forms, in that you can delete more than one section at a time, by checking the ones to delete and pressing the Delete button. In the same way, you can update the order of multiple Sections at once, by setting the numerical values and pressing the Change button. Creating the Form Once you have created the Sections and Detail, you can create an Audit Form for whatever type of audit that you desire. When creating this templatef orm, you can enter additional descriptive information about the audit itself; and then add the actual detail lines to the audit. The sections that each detail item is within will automatically be added to the form template as well. As you add forms, you will be building a library of Audit Templates, that can then be used to gather actual audit information in the field. You can print an audit form, that the contractors/inspectors can take with them and you can bring it back up online for a given customer, to enter the data. Using these Forms Entering the actual data occurs under Work in the Audit Maintenance section. Look for help on entering actual customer audit data here. |
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