Business workflows
Administrator: from a new organization to the first audit
Administrator: from a new organization to the first audit
Updated: 2026-11-06
Reading path prepared; the complete business scenario has not been executed. See linked guides for verification status.
Prepare a dedicated training organization and synthetic members. Confirm roles and prerequisites. This path reuses module guides rather than duplicating their steps.
- Create or switch organizations。
- Load or clear sample data (optional: use when needed for this configuration or outcome)。
- Create departments and arrange their hierarchy。
- Maintain positions and custom roles。
- Invite members with department and position assignments。
- Maintain manufacturing locations。
- Create an audit-template draft。
- Configure question types, flags, and submission requirements。
- Publish, copy, and maintain template versions。
- Configure a work calendar (optional: use when needed for this configuration or outcome)。
- Create a plan and preview its tasks。
- View plan configuration and execution status。
- Read the quality overview and investigate risks。
Completion means checking saved results after refresh, not merely opening a page. Reuse existing departments, templates or plans. Audits require published templates and eligible auditors; remediation requires a finding from a flag or action; verification follows evidence submission.