This article guides users on how to attach related documents to an audit. Adding documents helps provide evidence, references, or additional context for audit findings, ensuring that all relevant information is stored and accessible within the audit record.
Follow these steps to add a document to an Audit:
- Navigate to My Workspace
Audits to access the Audit Queue page.
- Select the desired audit from the Audit Queue. You can use the filters in the left panel or the search bar to quickly locate a specific audit. The Audit Details page opens.
- Scroll down to the Documents section and click the Add icon.
- The Add New Document pop-up will be displayed.
- Drag and drop the desired file into the upload area or click Browse to select it from your device. You can also choose from the Document Center.
- The added document will appear on the screen.
- Click Submit to attach the document. Users can also include multiple documents if needed.
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