QualityOne Audit Checklist Mobile is a complementary mobile application to the full Vault application for Apple™ iPadOS™ devices that you can use to perform an audit checklist. QualityOne Audit Checklists provides audit-specific checklist functionality to allow you to create and complete your own audit checklists remotely on your device.
Depending on your Admin’s configuration, these checklists allow you to identify one (1) or more checklist items as audit findings when performing an audit. When you complete and submit a checklist through QualityOne Audit Checklist Mobile, Vault automatically creates audit finding records along with the finding type, observations, and objective evidence (attachments) for any audit checklist question that is flagged as an audit finding. When you are assigned a workflow task to complete an audit, you must complete the workflow task in your Vault.
Depending on your Admin’s configuration, object, field, and section labels may appear differently than the labels mentioned in this article.
Before you start to use QualityOne Audit Checklist Mobile, contact your Admin to ensure your device is compatible with the list of supported mobile versions.
About QualityOne Audit Checklist Mobile
QualityOne Audit Checklist Mobile allows you to download, fill out, and submit an audit checklist from an iPad®: this application contains the same functionality as the Audit Checklists in your Vault. QualityOne Audit Checklist Mobile allows you to see the list of audit checklists assigned to you as well as the status of each audit checklist. You can download an audit checklist and begin completing the audit checklist. Depending on your permission, you can also complete the audit checklist with one (1) or more audit findings within each of your checklist responses. QualityOne Audit Checklist Mobile saves your progress if you use more than a single session to complete the audit checklist.
About Audit Checklist Reassignment
The home page displays a list of audit checklists assigned to you in your Vault. When you download an audit checklist to your device, the audit checklist is checked out from your Vault. QualityOne Audit Checklist Mobile behaves in the following ways if an audit checklist is reassigned to another user:
- If an audit checklist is reassigned to another user after you have downloaded and checked out the audit checklist, the application displays a warning icon beside that audit checklist to notify you of the reassignment.
- If an audit checklist is reassigned to another user before you have downloaded and checked out the audit checklist, the audit checklist is removed from the list on the home page.
About Audit Findings
This field allows you to add one (1) or more audit findings in an audit checklist response. Depending on your object permissions and checklist configuration, you may be allowed to view, create, edit, and/or delete audit findings related to the audit checklist response while using QualityOne Audit Checklist Mobile. When an audit checklist is checked out to the mobile application, related audit findings cannot be created, edited, or deleted from your QualityOne Vault until you complete your audit checklist submission through the application, checking the audit checklist back into Vault in order to modify the related audit findings in Vault.
Setting Up QualityOne Audit Checklist Mobile
To set up QualityOne Audit Checklist Mobile on your device follow the applicable steps for your operating system:
- Open the Apple App Store®, and install QualityOne Audit Checklist.
- Open the installed application and enter your Vault username and password.
- Tap Login to sign into QualityOne Audit Checklist.
- Enter a PIN code to set up your security code. The PIN code lets you access the application when you don’t have an active network connection.
- If prompted, tap the Vault you require access to. You cannot login to Vaults that are in maintenance mode.
Note: You can tap Forgot username? or Forgot password? if you need to reset your credentials.
Granting Device permissions
When logging in for the first time, you may be prompted to allow QualityOne Audit Checklist Mobile to gain access to your Camera and Photos. Granting these device permissions allow you to capture and attach visual evidence when logging a record for submission. Tap OK to allow the permissions. Depending on your iPadOS version, you may not be prompted for permissions.
Working with Audit Checklists on Mobile
QualityOne Audit Checklist Mobile allows you to download, fill out, and submit an audit checklist remotely to Vault. You can optionally complete a workflow task from your device as well. Working with an audit checklist consists of the following general steps:
- Accessing and downloading an audit checklist
- Completing and submitting an audit checklist
- (Optional) Completing an audit workflow task
How to Access & Download an Audit Checklist
To access and download an audit checklist on your device:
- Open and sign into QualityOne Audit Checklist.
- Locate the audit checklist you want to work with on the home page.
- Tap Download (
) for your selected audit checklist. Downloading an audit checklist to your device checks out the audit checklist from your Vault and makes it available offline on your device.
When the download icon is no longer visible on the audit checklist, the download is complete and is ready for you to work with. You can update the list of audit checklists at any time by tapping refresh (
).
How to Complete & Submit an Audit Checklist
To complete and submit an audit checklist on your device:
- Locate the audit checklist you want to work with on the home page. If you haven’t already downloaded the audit checklist, QualityOne Audit Checklist prompts you to make the audit checklist available offline.
- Review the information provided in the Introduction section.
- Complete each section and question. Depending on the audit checklist configuration, the type of questions and required supporting evidence (such as attachments, comments, and audit findings) may vary.
- To add an audit finding to the checklist response, tap Audit Finding and do the following:
- Choose the Finding Type of the audit finding.
- Choose the Severity of the finding.
- Enter the details of your Observations.
- Tap Submit Audit Checklist when you are finished completing the checklist.
How to Complete an Audit Workflow Task
If an audit checklist is assigned to you through a workflow task, you need to complete the workflow task in Vault after you have submitted the checklist from your device.
About QualityOne Audit Checklist Mobile Settings
On the Settings page of QualityOne Audit Checklist Mobile, you can do the following:
- View the privacy policy
- Access another Vault to login to
- View the version of the application installed on your device
- Sign out of the application
From the home page, tap settings (
) to access the Settings page.
Viewing Veeva’s Privacy Policy
From the Settings page, tap Privacy Policy to access and review Veeva’s Privacy Policy.
Accessing Another Vault
The Vault section in the Settings page displays the Vault to which you are logged into. Depending on your configuration, you may have other Vaults available to you.
To access a different Vault:
- Tap the current Vault displayed.
- Select another Vault to login to.
- Enter your Vault username and password.
- Tap Login.
Viewing the Application Version
The current installed Application Version displays on the Settings page in the Vault section.
Signing Out
To sign out of the current session, tap Sign Out.