How to Edit or Delete a Docx Report (for Audits)

How to Rename or Delete a Docx Report

Here’s how you can rename or delete a docx report that has been uploaded:

1. Click on “Audits & Digital Checklists” on the homepage sidebar.
2. Click on “Audit procedures”.
3. Click on the audit that contains the docx replace that you wish to replace.
4. Click on the Docx Reports tab.
5. Click on the docx report that you would like to rename/delete.
6. Click on the three-dot icon.
7. To rename it: Click on “Rename” and enter the new name. Click on “Rename” again when you’re done.
8. To delete it: Click on “Remove”, and click on “Remove” again.

How to Change the Recorded Work Instructions, Work Instruction Blocks, and Work Instruction Steps on a Docx Report

You can add or remove the list of work instruction(s), work instruction block(s), and work instruction step(s) that are recorded on your docx report. Here’s how to do it:

1. Click on “Audits & Digital Checklists” on the homepage sidebar.
2. Click on “Audit procedures”.
3. Click on the audit that contains the docx replace that you wish to replace.
4. Click on the Docx Reports tab.
5. Click on the targeted docx report.
6. For the work instruction(s), work instruction block(s), or work instruction step(s) that you would like to add to the docx report: Tick the box next to it.
7. For the work instruction(s), work instruction block(s), or work instruction step(s) that you would like to remove from the docx report: Untick the box next to it.