Who is this article for?

Users who need to delete an Audit.

No special access or permissions are required.

This article explains how to delete an audit and what validation checks are performed during the deletion process.

1. Deleting an audit

To delete an audit:

1. Navigate to Universe
2. Choose Audits
3. Click on the audit to remove.
4. Select Delete from the general toolbar in the ribbon. You may also right click your mouse and select Delete from the drop-down menu. All business rules will be validated to ensure records are not removed unknowingly.

2. Understanding deletion validation

1. When deleting an audit, a check is performed to validate if any records have been completed.
2. If nothing is completed, you will be prompted with the following messages to confirm:

3. If there are completed records within the audit, the following message will be displayed indicating the severity of the deletion:

4. If any records are approved, the system will try to un-approve those items prior to deletion.

Note: In the unlikely event that the user is authorised to delete but not un-complete or un-approve, then the operation will be aborted.

3. Setting an audit as open

1. When you create an audit, its state will be set to draft by default. This allows for future planning.
2. When you want the audit to become active, select it and change the state to open using the Set As Open from the Actions toolbar in the ribbon. You may also right click your mouse and select Sign Off > Set As Open from the drop-down menu.

3. When an audit is set as open, work plans (and their associated steps) that are defined as default in the steps library will be automatically populated into the audit, based on the corresponding audit type.