QA Audit permissions

By default, Company Admins have access to view and conduct Audits. Company Admins can grant Team Leaders or Team Members access to View Audits and/or Perform Audits by checking those boxes within a user's profile under Additional permissions.

• View Audits: read-access only for Audits. Does not have permission to start an Audit review.

• Perform Audits: read and write-access for Audits. Has the permission to begin, edit/update or delete an Audit review. For users who need both read and write access, only this permission needs to be checked (ie: View Audits does not need to be checked).

Creating an Audit Scorecard

To create an Audit scorecard, an Admin clicks the gear icon on the top navigation; then clicks on the QA card. You'll notice that there are 2 tabs under Scorecards: QA Review and Audit. To create a new Audit scorecard, click on Create new scorecard, then select the Audit Scorecard radio option. Note that you can duplicate an existing QA or Audit scorecard and save it as a QA or Audit scorecard — make sure you select the radio button for the type of scorecard you want to save it as.

The scorecard creation process for Audits is the same as it is for QA Reviews. See Scorecards for more information.

Performing an Audit

Start an Audit from the Completed Reviews page. By default, the Completed Reviews page includes QA Reviews that may have already been Audited. To see only QA Reviews that have not yet been Audited, uncheck the Include Audited checkbox. The Completed Reviews page updates to display information that is pertinent to the QA Reviews, including the Completed at date, pills to indicate events on the QA Review (Autofail, Appealed, Audited) and a visual indicator for Star Rating.

Any user who has the permission to conduct an Audit sees the Audit button for Completed Reviews. Click the button to start the workflow to conduct a QA Audit. The QA Audit workflow shows the completed QA review, with the QA scorecard filled and information around the QA Review (Scorecard name, QA score, QA Reviewer and date in which the QA was completed). The original interaction is also visible for the QA Auditor to refer back to. Please note that once an Audit has been completed, the audit cannot be re-opened/revised.

Tn Audit module on the far right of the Completed QA Review includes a toggle to Hide my name and a dropdown to select an Audit Scorecard. When the Hide my name toggle is on, it hides the Auditor's name for that Audit. You must select an Audit scorecard to begin an Audit. Once the Audit scorecard populates, you can begin the audit and select the answers for the Audit scorecard, as well as populate comments (if applicable). At any point of the Audit, you can save the Audit as Draft or Discard the Audit.

Upon Audit scorecard completion, you are able to Submit the Audit. Clicking Submit takes you back to the Completed Reviews page and you can now see the QA Review marked as Audited.

Viewing Completed and Draft QA Audits

Navigate to the Audits within the navigation to see all completed QA Audits. This table includes information on when the Audit was completed, who the original QA Reviewer was, which Audit scorecard was used, who the Auditor was and the ability to View details about that Audit. To view Audits in Draft state, click the Drafts checkbox in the filters.

Clicking into a completed Audit shows the completed Audit scorecard, along with the Audit score.