The Audit Detail Report (a set of six Standard System Report variants available within the Procedural Audit module of Evotix Assure) generates a structured, formatted output of a Procedural Audit record, including iQ Template questions and answers, scoring, actions, signatures, images, and notes. The reports are designed to be run against a single Procedural Audit record. Each variant controls which sections are included in the output. Reports are enabled and configured in Module Setup and run from the Cog Wheel Menu on a Procedural Audit record. This article is a cross-module reference: the report draws data from the Procedural Audit record, the associated Project record, the iQ Template (Intelligent Questionnaire Template), and System Settings.
Prerequisites
- The user must have the View Reports Role Permission (a set of access rights defining what actions a user can perform within specified modules and Organisational Units) enabled for the Procedural Audit module to run reports.
- The Reports must be enabled within the Module Setup of the Procedural Audit module before they appear in the Standard Reports list or the record Cog Wheel Menu.
Key Concepts
| Term | Definition |
|---|---|
| Audit Detail Report | A set of six Standard System Report variants for the Procedural Audit module. Each variant controls which sections appear in the report output. |
| Procedural Audit | The Assure module used to conduct and manage structured audits and inspections using iQ Templates. |
| iQ Template | An Intelligent Questionnaire Template used to build structured question sets within Procedural Audit records. |
| Detailed Summary Report | A report variant that includes the Cover Page, Additional Fields, Signatures, Question Actions, Record Actions, and Scoring sections, but not the full iQ Questions and Answers. |
| Module Setup | The per-module configuration area within Assure Settings where reports can be enabled, disabled, renamed, and configured to show images. |
| Caption Maintenance | The Assure configuration area that controls which fields are visible and labelled on module forms. Used to configure signature captions that appear on reports. |
| Project Record | An associated Project record linked to the Procedural Audit record. The report sources logo images and the site address from the associated Project record. |
Overview
The Detailed Report and Detailed Summary Report are designed to work in the Procedural Audit module.There are 6 report variants as detailed in the table within the article. The variants confirmed within the report content are:
- Detailed Report
- Detailed Report (Excl. Notes)
- Detailed Report (Excl. Scoring)
- Detailed Report (Excl. Scoring, Guidance and Notes)
- Detailed Summary Report
Important: This report is designed to be run against a single Procedural Audit record. If run against more than one record, the page footer will display the name of the first record's iQ Template, and the page number will not reset between records.
Report Sections by Variant
| Report Section | Detailed Report | Detailed Report (Excl. Notes) | Detailed Report (Excl. Scoring) | Detailed Report (Excl. Scoring, Guidance and Notes) | Detailed Summary Report |
|---|---|---|---|---|---|
| Cover Page | Yes | Yes | Yes | Yes | Yes |
| Additional Fields | Yes | Yes | Yes | Yes | Yes |
| Signatures | Yes | Yes | Yes | Yes | Yes |
| Question Actions | Yes | Yes | Yes | Yes | Yes |
| Record Actions | Yes | Yes | Yes | Yes | Yes |
| Template Guidance | Yes | Yes | Yes | No | No |
| Scoring | Yes | Yes | No | No | Yes |
| iQ Questions and Answers | Yes | Yes | Yes | Yes | No |
| Question Guidance | Yes | Yes | Yes | No | No |
| Notes | Yes | No | Yes | No | No |
| Comments | Yes | Yes | Yes | Yes | Yes |
| Images | Configurable | Configurable | Configurable | Configurable | Configurable |
Enabling and Configuring Reports in Module Setup
The Reports in the table can be enabled and disabled within the Module Setup of the Procedural Audit module.
1. Navigate to Settings > Organisational Configuration > Module Setup.
2. Navigate to the Audit section and click on the Cog menu for Procedural Audit and select the Reports option.
3. From here you can customise the Report title, add or remove Reports from the Standard Reports list and enable images to be shown on the reports from the Cog menu by default.
Running the Report
When you select the Reports option from the Cog menu of a Procedural Audit record, you will be able to run the Detailed Reports for that record.
Report Content Reference
The following sections describe each element that may appear in the Audit Detail Report output. Not all sections apply to all six report variants. Where a section applies only to specific variants, these are noted explicitly.
Cover Page
The cover page applies to all report variants.
Left Logo
- The image is sourced from an attachment on the record's associated Project record with description "Report Image". The image will only display if an image is available.
Right Logo
- If there is a report image specified for the record's Org Unit then this will be used. Otherwise the Report image specified in System Settings will be used.
Page Title
- The iQ Template Name.
Cover Page Image
- Recommended image ratio 16:9. The image is sourced from an attachment on the record's associated Project record with description "Site Image". If there is no image, the Page Title is vertically centred within the available space.
Cover Page Fields
- The Cover Page fields will only be displayed if they have a value saved in the record. The Cover Page fields will reflect any caption configuration (caption change or display in interface). The Cover Page fields will localise depending on the language setting of the user running the report. The Cover Page fields (apart from Site Address) are sourced from the Audit Record.
Site Address / Org Unit
- The Site Address is sourced from the "Address" field on the record's associated Project record. If Address is empty, the Org Unit from the Audit record will be shown.
Additional Fields
The Additonal Fields page applies to all report variants
- The page will only be displayed if the iQ Template has additional fields and at least one has a value recorded. Each field will only display if there is a value recorded against it.
- No title is displayed on this page.
Page Footer
- This report is designed to be run against a single record. If run against more than one record, the footer displays the name of the first record's iQ Template, and the page number does not reset for each record.
- Page Footer Title: Displays the name of the iQ Template.
- Page Number: Displays the report page number.
Signatures
The Signatures page applies to all report variants.
- The Signatures page will only show if there are signatures recorded against the record.
- Title: The Signatures title is non-configurable. The Signature title is localised.
- Signature: Signature captions (Full Name, Description, Signature) can be configured via Caption Maintenance. Signature captions are localised.
Question Actions
The Question Actions page applies to all report variants.
Title
- The "Question Actions" title is non-configurable. Titles will localise depending on the current user's language setting.
Ordering
- Actions created against iQ Questions are displayed first. Actions will be sorted and grouped into iQ sections in template order. Within the section, Actions are ordered by Priority (high to low).
Section Header
- The iQ section name will be a header. The section header (and Actions) will only display if there have been Actions created within that section.
Action field captions displayed:
- Action, Action Detail, Priority, Current Status, For User, Category, Due Date. Colour coding of Priority and colour coding of Status are applied as configured in System Settings.
Record Actions
- "Record Actions" title is non-configurable. The "Record Actions" title will localise depending on the language setting of the user running the report. Record-level Actions are sorted by Priority (high to low).
Template Guidance
The Template Guidance page applies to the following report variants only:
- Detailed Report
- Detailed Report (Excl. Notes)
- Detailed Report (Excl. Scoring)
- If multimedia guidance is populated for the iQ Template, it will display in a new page.
Supported HTML tags in placeholder text:
The following is a complete list of tags that will render as HTML when defined as placeholder text:
- Hyperlinks:
<A href> - Fonts:
<FONT> - Header, style and block elements:
<H{n}>,<DIV>,<SPAN>,<P>,<LI>,<HN> - Text format:
<B>,<I>,<U>,<S> - List handling:
<OL>,<UL>,<LI>Any other HTML markup tags will be ignored during report processing. If the HTML represented by the expression in the placeholder text is not well-formed, the placeholder is rendered as plain text. All HTML tags are case-insensitive.
Scoring
The Scoring page applies to the following report variants:
- Detailed Report
- Detailed Report (Excl. Notes)
- Detailed Summary Report
- "Scoring" title is non-configurable. The "Scoring" title will localise depending on the language setting of the user running the report.
- Output includes a table and a bar chart. Scoring displayed here is for a Mixed iQ Template type. The legacy audit scoring where each question has an "Initial" and "Follow Up" score is also supported.
iQ Questions and Answers
The iQ Questions and Answers page applies to the following report variants:
- Detailed Report
- Detailed Report (Excl. Notes)
- Detailed Report (Excl. Scoring)
- Detailed Report (Excl. Scoring, Guidance and Notes)
- The iQ Questions and Answers displayed are for a Mixed iQ Template Type. The Questions and Answers are displayed in the order that they are set out in the template. Only Sections and Q&A made visible by branching will be displayed. Questions and Answers will display even if there is no answer recorded in the record.
Title
- The iQ Template name.
Section Name
- The iQ Section Name, followed by all the Questions and Answers under that section.
Question Text
- The question text as set in the iQ Template.
Question Guidance (applies to: Detailed Report, Detailed Report (Excl. Notes), Detailed Report (Excl. Scoring))
- Plain text guidance if present will be displayed. Multimedia guidance will not be displayed.
Answer
- If the answer is a short answer (45 characters or fewer), it will be displayed in a column to the right of the question. If the answer is a long answer, it will be displayed as a new row.
Images
Images are configurable for all report variants.
For reports run from the Cog menu on a record:
Navigate to Settings > System Configuration > Module Setup and select Reports from the module Cog menu to enable images by default.
For reports run from the Standard Reports menu:
- Tick Show Images when running the report.
- If the Q&A has multiple attached images, they will be displayed one after the other in one column. They will be sorted by create date (oldest to newest)
Comments
Comments display for all report variants.
- Comments will only display alongside a question and answer if there are Comments recorded for that Q&A.
Notes
Notes apply to the following report variants only:
- Detailed Report
- Detailed Report (Excl. Scoring)
- Notes will only display with a question and answer if there are Notes recorded for that Q&A. Notes are ordered by the Note Date (oldest to newest).
Important Notes
- This report is designed to be run against a single record. If run against more than one record, the footer displays the name of the first record's iQ Template and the page number does not reset for each record.
- The cover page logos and site image are sourced from the associated Project record, not from the Audit Record itself. If no Project record is linked, these images will not appear.
- Cover Page fields localise based on the language setting of the user running the report, not the language of the record.
- Multimedia guidance in iQ Templates is not rendered inline within Q&A sections. Where Template Guidance applies, multimedia guidance is displayed on a separate page.
AI Metadata
- Product Area: Evotix Assure -- Procedural Audit Module, Reporting, iQ Templates, System Configuration
- User Role: Assure User with View Reports Role Permission (to run reports); System Administrator (to enable and configure reports in Module Setup)
- Tags: Audit Detail Report, Detailed Report, Detailed Summary Report, Procedural Audit, iQ Template, Module Setup, Standard Reports, Cover Page, Scoring, Question Actions, Record Actions, Template Guidance, iQ Questions and Answers, Signatures, Notes, Comments, Images, Caption Maintenance, Project Record, System Settings
- Version/Region: All Assure versions; all regions
- Important Synonyms: Audit Detail Report = Procedural Audit Detailed Report, Audit Detailed Report; Procedural Audit = Audit module, Inspections module; iQ Template = Intelligent Questionnaire Template, Question Set; Module Setup = Module Configuration; Cog Wheel Menu = Cog menu, Menu Cog, settings icon; Project Record = associated Project, Project Details Record; Caption Maintenance = Field Configuration; Org Unit = Organisational Unit
- Suggested Embedding Keywords: Audit Detail Report Assure, Procedural Audit report, detailed report audit Assure, run audit report Assure, enable audit report module setup, audit report variants, iQ template report Assure, cover page audit report, scoring audit report, question actions audit report, images audit report, notes audit report, detailed summary report audit, audit report excl scoring, audit report excl notes
- Relevant Modules: Procedural Audit (primary), Project Details (cover page logos and site address), iQ Templates (questions, answers, guidance, scoring), System Settings (report image fallback, colour coding)
- Cross-Module Implications: This article spans multiple Assure modules. The Audit Detail Report draws data from four sources: (1) the Procedural Audit record itself (Cover Page fields, Actions, Signatures, Notes, Comments, Q&A answers); (2) the associated Project record (Left Logo with description "Report Image", Cover Page Image with description "Site Image", Site Address); (3) the iQ Template (question text, guidance, scoring, section structure, branching visibility); (4) System Settings (Right Logo fallback, Action Priority and Status colour coding). Report enabling and image configuration is managed in Settings > Organisational Configuration > Module Setup > Procedural Audit > Reports.