This help guide provides a step-by-step overview of how to create, complete, and manage External Audit Reports within the Access Care Compliance system. It is designed to support users in efficiently logging and maintaining external audit records for homes and services.
Step one: Create the report
From the left menu, click Audits.
Click External Audit Reports.
Click Create new External Audit Report.
Select the Home from the dropdown box.
Fill out the form. Enter all required information about the audit.
Step two: Add actions
Click the green Add Action icon on the left, to document any required follow-up.
Enter the details, then click Add Action.
Step three: Add attachments
Click Manage Attachments to upload supporting documents.
Click Upload an Attachment.
Select the document type from the dropdown box.
Click Browse to find the file and attach it.
Click Save.
Click Go back to report.
Click Submit.