Through this article, you will learn how to identify and track the alerts assigned to you.

SUMMARY

• Step 1 : Accessing Your Recommendations

• Step 2 : Exploring Associated Features

• Step 3 : Handling a Recommendation

Viewing Your Audit Recommendations

The recommendation tracking page can be accessed from the My Action Plan menu in the Audit module.

Step 1 : Accessing Your Recommendations

From this interface, you will reach the following page:

Here, you will find all the audit recommendations that are specifically assigned to you.

If you wish to view the recommendations for a specific audit, you will need to go to the Action Plan tab of the audit (My Audits).

Step 2 : Exploring Associated Features

Various functionalities are available, allowing:

• Exporting a recommendation in PDF format or multiple recommendations in Excel format
• Managing recommendations through filters (selecting a specific audit) and sorting options for each column.

Step 3 : Handling a Recommendation

In order to validate the counter-audit, it is necessary to address the recommendations linked to the audit :

• Click on the title of the recommendation that interests you: here, you will find the status, the assigned person, the correction difficulty, and the priority for treatment.
• Click on 'History and Comments' if you want to see what has already been done by your colleagues.
• With the 'Edit' button, you can:
  • Change the person assigned to handle the recommendation or add observers (not assigned, but who will see the recommendation in their action plan);
  • Add a due date;
  • Modify the treatment status (in progress, pending, partially or not resolved, etc.);
  • Add a comment.