Completing audits or surveys

When all of the actions that were specified as a follow-up to the audit or the survey are complete, you can close the audit or the survey record.

1. In the Audit and Survey application, select the audit and survey record that you want to complete.
2. On the Findings tab, ensure that the actions in the Follow-up section are marked as complete.
3. Ensure that the name of the person who completed the actions displays, along with the date when the actions were completed.
4. On the Audit and Survey tab, specify the name of the person who completed the audit or the survey.
5. Change the status of the record to Complete, and save the record.