To create/edit multiple PBC requests at once, select Import from the PBC tab. Then select the applicable Audit Project (required) and Phase (optional), and click Download PBC Request List. Once the PBC template downloads, populate the following fields:
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- Internal ID: This will be system generated and can be left blank for new PBC items. For existing PBC items, do NOT modify this Internal ID
- Process (Required): Associate your PBC request to a specific process from the selected Audit Project
- Type (Required): Select type of PBC request you’d like to create between General, Sample, and Population (Please ensure that you type your selection in lower case).
- Phase (Optional): Associate your PBC request to a specific testing phase for the selected Audit Project
- Associated Control(s) (Optional): Associate your PBC request to specific control(s) for the selected audit project. Select none, one, or multiple
- Associated Key Report(s) (Optional): Associate your PBC request with specific Key Report(s) for the selected audit project. Select none, one, or multiple
- Status (Optional): Describes status of existing PBC requests. Can be left blank for new PBC requests (Please ensure that you type your selection in lower case).
- PBC Request Name (Required): PBC Request short description
- Request Description (Required): Full request details
- Due Date (Optional): Set a due date for the recipient
- Requester (Required): The owner will default to the current user but can be set to another FQ user
- Recipient List (Required): Add Recipient(s) from your existing list of contacts or create a new contact
Once you have completed the template, click Next, select your File, and click Import. Once imported, the requests will be created.
Once a request is created, you will see it on the main PBC page, and the recipient will receive an email notification. Please see Responding to PBC Requests (Recipient’s Guide)