Create and Edit Audit Policies

Defining an Audit Policy

After entering the mandatory details for an audit policy, you will need to define at least one criterion in the criteria table and indicate his weight on a 10 scale. A criterion describes rules against which each business will be scored for eligibility for an opportunity.

Note: If you change the meaning of a criterion after the audit policy has already been used in an audit, it will not be clear which audits were conducted under which version of that policy. If you need to change the criterion after the policy has been used, it is better create a new audit policy containing the changed criteria, and deactivate the old one.

Deactivating an Audit Policy

When an audit policy is out of date, or is no longer relevant, you can deactivate it (using the workflow tab) so that it cannot be selected in any new audits.

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