--- title: "Configure Quality Audits" slug: "configure-quality-audits" updated: 2022-03-24T15:56:15Z published: 2022-03-24T15:56:15Z canonical: "sonar-docs.ascendco.cloud/configure-quality-audits" --- > ## Documentation Index > Fetch the complete documentation index at: https://sonar-docs.ascendco.cloud/llms.txt > Use this file to discover all available pages before exploring further. # Configure Quality Audits In this section, learn how to create, edit, or delete a quality audit type. ![](https://cdn.document360.io/d4eaa857-4dff-4f42-8629-f1dad8766afe/Images/Documentation/image-1648136099951.png) --- ## Top Buttons ![](https://cdn.document360.io/d4eaa857-4dff-4f42-8629-f1dad8766afe/Images/Documentation/image-1648110526469.png) #### Actions - **Delete -** Select to delete this audit type (Note: instead of deleting, you might want to use the Active checkbox to control the visibility of this audit type.) - **Cancel -** Select to leave the audit type detail view without saving any changes to the information #### Done When finished creating or modifying the audit type, click the **Done** button to return to the Quality tab home screen. Selecting the **Done** button will save your work. --- ## Options ![](https://cdn.document360.io/d4eaa857-4dff-4f42-8629-f1dad8766afe/Images/Documentation/image-1648136206161.png) #### Active Check the box to make the audit type active. If the box is unchecked, the audit type will not be visible in the **Add** dropdown on the [Quality Audits](/v1/docs/audits-home-screen) tab. #### Type Select Audit from the dropdown menu. #### Name Assign a unique name for this event. This is the name that will display in the **Add** dropdown on the Quality Audits tab. #### For Select which of your facilities should have access to this audit type. Choose **All** if your audit steps and recording process are standardized across all facilities. Managing Quality AuditsIt is highly recommended to establish a quality assurance team or individual to manage quality audit setup and data. Especially when standardizing the audit tracking process across all facilities. Guidelines should be created for the assurance team to adhere to for audit type creation and editing. ![](https://cdn.document360.io/d4eaa857-4dff-4f42-8629-f1dad8766afe/Images/Documentation/image-1648108621894.png) #### For Inv Check this box if audits of this type are related to a specific item or inventory instance. #### For Case Carts Check this box if audits of this type are related to a case cart. #### Item Types Select an item type from the dropdown menu if audits of this type are specific to an item type. - Camera - Pack - peel packs / singles - Power - saws, drills, batteries, etc. - Scope - flexible and rigid - Set - Vendor Set - owned, consigned, and loaned ![](https://cdn.document360.io/d4eaa857-4dff-4f42-8629-f1dad8766afe/Images/Documentation/image-1648109852538.png) #### Occurs Select where audits of this type actually take place. This is usually the location the audit is recorded as well. ![](https://cdn.document360.io/d4eaa857-4dff-4f42-8629-f1dad8766afe/Images/Documentation/image-1648110219749.png) #### For Assembly Audits Check this box if the audits will be recorded in the Assemble Module. If this box is checked, the audit steps will show when conducting an [Assembly Audit](/v1/docs/assembly-audits). --- ## Audit Steps ![](https://cdn.document360.io/d4eaa857-4dff-4f42-8629-f1dad8766afe/Images/Documentation/image-1648136534250.png) ## Options #### Add Click the **Add** button to create a new audit step. #### Delete Remove the selected audit step from the list by clicking the **Delete** button. --- ## Adding or Editing Steps To add a new line, use the **Add** button. You can modify the information at any time by clicking on each field. #### Step This is the detailed instruction for each audit step. It is the process that actually takes place when conducting an audit. Make sure to be descriptive but succinct when assigning step instructions. #### Catch The catch assigned to each audit step is basically the event subtype related to each step. It is the issue that the auditor is looking for. #### Catch Level The catches or event subtypes are grouped into larger buckets. The Levels describe what could have happened if the audit was not conducted. Level types are: - **OR Infection -** Failed audit means the catch could have resulted in patient infection - **OR Hurt -** Audit failure means the catch could have resulted in patient injury - **OR Delay -** Audit failure could have resulted in a delay to the procedure - **SPD Hurt -** Failed audit means the catch could have resulted in SPD technician injury - **SPD Delay -** Audit failure could have resulted in a delay to SPD processes --- ## Prod Level Catches (Event Subtypes) ![](https://cdn.document360.io/d4eaa857-4dff-4f42-8629-f1dad8766afe/Images/Documentation/image-1648137013674.png) ## Options #### Add Click the **Add** button to create a new prod level catch. #### Delete Remove the selected prod level catch from the list by clicking the **Delete** button. --- ## Adding or Editing Prod Level Catches To add a new line, use the **Add** button. You can modify the information at any time by clicking on each field. Prod level catches are defined for use when auditing individual instruments. For example: during an [assembly](/v1/docs/assembly-audits-1) or [tray](/v1/docs/audits-home-screen) audit, the auditor would like to record details about a specific instrument. #### Prod Level Catch This is the name of the subtype or catch. It is the event that actually occurs in the real world. Make sure to use a unique and descriptive name. #### Level The event subtypes are grouped into larger buckets. Level types are: - **OR Infection -** Event resulted in or could result in patient infection - **OR Hurt -** Event resulted in or could result in patient injury - **OR Delay -** Event resulted in a delay to the procedure - **SPD Hurt -** Event resulted in or could result in SPD technician injury - **SPD Delay -** Event resulted in a delay to SPD processes