3.1 Sharing Standard Template

Once the remote audit is built you can share the standard within your company or to suppliers to complete. All shared audits are available in the ‘Shared Standards’ Tab.

Step 1: In Template Manager select Options button against the relevant approved remote audit template and select Share Standard.

Step 2: Fill in the standard details, the supplier you want to share the standard with and the user you want to notify and click the Share Standard button.

The user you shared the standard with will be notified via email and a task generated in their task bar.

Alternatively you can select to send to the agent of that supplier if you have supplied via set up in Supplier Manager (Please refer to Supplier Manager Guide to set up supplied vias).

Step 3: Once the standard is shared you can change the Recipient, Due Date and Auditor by selecting ‘Edit Share’ against the shared standard in the ‘Shared standard’ section.