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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.

  1. Create or switch organizations。
  2. Load or clear sample data (optional: use when needed for this configuration or outcome)。
  3. Create departments and arrange their hierarchy。
  4. Maintain positions and custom roles。
  5. Invite members with department and position assignments。
  6. Maintain manufacturing locations。
  7. Create an audit-template draft。
  8. Configure question types, flags, and submission requirements。
  9. Publish, copy, and maintain template versions。
  10. Configure a work calendar (optional: use when needed for this configuration or outcome)。
  11. Create a plan and preview its tasks。
  12. View plan configuration and execution status。
  13. 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.