Do I need to have both the audit module and the suppliers module enabled simultaneously?
Yes, it's necessary to have both the Audits and the Supplier Management modules enabled. Additionally, there's a crucial step to ensure smooth integration: when using the audits module, make sure to activate the toggle labeled “Linking of Audits to Qualifications” to effectively use both modules together.
Initially, they were one unified module, but we decided to separate them. However, I highly recommend having both enabled as they complement each other seamlessly.
You've demonstrated how to download the Audit report. Is it possible to download the qualification report as well?
Absolutely. To download the qualification report, navigate to your qualification and locate the download button. The process is similar to that of downloading the Audit report. You'll need to access the module settings, specifically the pre-configured template section. Here, you'll find a pre-configured template for the qualification report, categorized as a document type template.
Alternatively, you can opt for a document type labeled as "reports" without any predefined template. In this scenario, you'll create separate documents for each type of report, such as one for the qualification report and another for the audit report.
There's a key difference between using documents and document types. Documents undergo an approval cycle, ensuring that various users involved in the process have signed off on them. Managers and administrators typically have access to upload templates for document types, but these templates do not necessarily undergo the approval cycle.
When utilizing documents, they must be published before appearing in the dropdown menu. However, with document types, once created, they're immediately available for use. Moreover, any updates made to the template within a document type reflect instantly, whereas changes to a document template require review, modifications, and republishing for the updated version to be accessible.
The decision between using document types or documents with an approval cycle depends on internal preferences and needs. Configuration for this is done within document control settings. For qualifications, where typically only one type of report is generated, you can choose to disable the option "Allow to override File template," ensuring users only have access to the pre-configured report.
