Pre-Audit Questions & Uploading Documents

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Intelex User Instructions Pre-Audit Questions & Uploading Documents Any Questions? Contact information is located at the end of this presentation.

Transcript of Pre-Audit Questions & Uploading Documents

Page 1: Pre-Audit Questions & Uploading Documents

Intelex User Instructions

Pre-Audit Questions & Uploading Documents

Any Questions? Contact information is located at the

end of this presentation.

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Intelex User Instructions

You will receive an email like the one pictured above.

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Intelex User Instructions

Click on the link to access the Audit.

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Intelex User Instructions

Login to Intelex using the information that you created during registration. If you forget your password,

contact ASA and we can reset it for you.

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Intelex User Instructions

The link will bring you to the Audit Screen. Make sure you are in the Open Audits (Client View) tab.

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Intelex User Instructions

Select your audit by clicking on the Project Number.

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Intelex User Instructions

Check to make sure the Audit Details are correct and scroll down to the Pre-Audit Checklist Questions.

Click on the Yellow Answer column next to a question to answer. There are different types of questions.

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Intelex User Instructions

Multiple Choice – click the circle next to your answer

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Intelex User Instructions

Text – Enter answer into text box. Click the check mark to save answer.

Click the x to cancel.

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Intelex User Instructions

You can add comments by clicking on the white comment column next to

the answers.

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Intelex User Instructions

To upload your Quality Manual or other documents, scroll down to

Client Documents and click on either the down arrow or the title.

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Intelex User Instructions

Click Attach Document

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Intelex User Instructions

Click Choose File to browse your computer for the document that you

want to upload.

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Intelex User Instructions

Click Ok when finished

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Intelex User Instructions

Once the document is uploaded correctly it will appear like this. If you make a mistake,

check the box next to the document’s name and click Detach Document to remove it.

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Intelex User Instructions

Scroll back to the top and click Submit for Auditor Assignment when

finished.

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Intelex User Instructions

Confirm that you are ready to submit. If ASA determines that the information that you

provided is not sufficient, You will receive an email that will bring you back to clarify.

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Intelex User Instructions

ASA is here to support you!

If you have any questions, contact us by phone at 202-347-6893 or by

email at [email protected]