AC Audit

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A Streamlined, Automated Solution for Internal Audits.

Scheduling, conducting, following up and closing out the requisite internal inspections of OSJ, branch and non-branch locations can be a complex and time-consuming task.

The Audit/Branch Exam Management tool offers a streamlined, automated solution for conducting internal audit and branch exams – from audit/exam creation to scheduling to resolution.

By automating many of today’s manual processes, your staff is freed up to focus on what matters most – creating a culture of compliance and mitigating compliance risk.
Administrators
Administrators can set up multiple branches, assign employees, and create multiple exam forms and exam types.

Manage Branches – Easily set-up and track multiple branches. Add as many user-defined Custom Fields as needed, which can be used to sort and filter branch and exam data. Assign Employees and Exam Types to each Branch.
 
Manage Employees – Add employee data and assign employees to branches.
 
Manage Exams – Create easy-to-use, standardized, on-line Exam Forms. Create standard Exam Types and assign the desired exam frequency for that Exam Type. Assign one or more Exam Forms to each Exam Type (i.e., a base exam form and a supplemental exam form). Auto-assign Exam Types to new branches, if desired, to streamline exam assignment process.
 
Standard Reports
A standard set of branch exam reports are available for users to view exam results across the organization, based on their user role and authorization.

Summary – A snapshot view of the current status of all scheduled exams by exam type for a user-specified date range. Users may select a single Exam Type or multiple Exam Types. Report filters are available to limit the dataset based on any number of user-defined custom fields. Summary data includes exams Scheduled, In Progress, Completed and Total.

Details – A detailed view of the current status of all scheduled exams by exam type and branch for a user-specified date range. Users may select a single Exam Type or multiple Exam Types. Report filters are available to limit the dataset based on any number of user-defined custom fields. Detail data includes Exam Type, Branch, Exam Form, Exam Status, Exam Form Completion Status, and Date Completed/Scheduled.
 
Exception Summary – A comprehensive view of exam exceptions, exam score, and exam rating by Branch and Exam Type. An easy way for compliance to see the Exceptions, Exam Score, and Exam Rating for all completed exams with exceptions for a user-specified date range across all branches and exam types.
 

Features

  1. EXAM FORMS
    EXAM FORMS
    0
    Create an unlimited number of exam forms. Forms can including question branching, help for examiners, and links to relevant policies.
  2. SCHEDULING
    SCHEDULING
    1
    Easily identify which offices have not been scheduled. Schedule an exam to multiple office. Filter or sort offices by state, region, or custom attributes. > Produce a schedule of all upcoming exams
  3. EXIT LETTERS
    EXIT LETTERS
    2
    Create templates for each type of exit letter. Automatically populate letters with deficiencies in each section of the exam, data regarding the office, personnel who participated in the exam, and instructions to the examiner for completing the letter