← Back to Quality Management System overview
Audit Checklists
Module: Quality Management System
Where to open in admin
- Log in to Admin.
- Open sidebar menu Quality Management System.
- Click Audit Checklists.
- Direct route (for admins):
admin/qms/qms_audit_checklists
What this screen is for
Review audit trail of changes for compliance.
How to use — step by step
- Filter by user, date, or document type.
- Open entries to see before/after values.
- Export audit log for external auditors if available.
Common buttons & actions
- Filter
- Export
- Verify chain (if enabled)
Required permissions
Staff need the qms_audit_checklists feature with: view, create, edit, delete.
Assign under Setup → Staff → Roles → Permissions. After changing roles, ask the user to log out and log in again.
Field tips from module language strings
- Set the prefix used when generating audit numbers.
Before you start
- Make sure your role can view this screen (and create/edit if you will change data).
- Complete module Settings and any required master data first.
- If this screen depends on other CRM data (customers, items, invoices, staff), create those records first.
What good looks like
After you finish on Audit Checklists, you should see the record in the list with the expected status, and any linked stock/finance/message impact should match what you entered. If something looks wrong, open the record again and check required fields, then retry.
Tips & best practices
- Use clear codes/names so teammates can search later.
- Prefer filters (status, date, warehouse, assignee) before exporting large lists.
- Do not delete posted/historical records unless your process allows it — use cancel, reverse, or adjust instead.
- When stuck, compare a working sample record field-by-field with the one that fails.
Troubleshooting this screen
- Blank page / access denied — permission missing or session expired; re-login and check Roles.
- Cannot save — required field empty, invalid date, or master record not selected.
- Numbers look wrong — wrong warehouse/period filter, or related document not posted yet.
- Button missing — your role lacks create/edit/approve/export for this feature.