Audit Management: Question List (questionnaire)
Hello,
There is a scenario where a questionnaire is required to be created at the time of 'Opportunity Creation' in order to perform some checks. This is required to be incorporated within the opportunity flow. example: <i>based on the asnwer in question the status of the opportunity would change.</i>
In this context:
<b>1.</b> In configuration <b>IMG --> CRM --> Audit Management --> Question List</b>, there is a option "Question List". Could that be used for this purpose ?. If 'Yes' than Is it possible to use these questionnaire for other application then Audit Management ?
<b>2.</b> Is there a option to create a questionnaire in SAP-CRM (sales) and assign it to the opportunity flow ? how this can be achieved?
<b>3.</b> What can be the other approach options to achieve this functionality ?
Thanks in advance
/Manik
Hi Manik,
the question list you talking about is used for Audit management onyl.
There is hierarchy
Question list
Question element
questions
Niranjan
Award if useful
Similar Messages
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Audit management - question list
Dear SAPIENTS,
Does anyone have a document that helps us to record the replies for a question/ questions. Whether the questions, should be set as to give a yes or no answer.
How and where to record the replies for the questions, bcoz after assignment of the question list only the "not relevant" check box is in modifiable status. The question is not displayed and I do not find any other place to make a tick for yes or no.
Regards,
NeerajaDear Gajesh,
As per your suggestion, I created a valuation specification for yes / no type and created a coded valuation. For this type of questions, the valuation as 100 points for yes answer and 0 for no answer is displayed in the valuation tab of the questions.
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Neeraja -
Hi ,
I need some clarification.
1. Does Audit Management belong to SAP PLM.
2.Can Audit Management be integrated with DMS.
Appreciate any inputs related to this.
Thanks
Shahnawaz MohammedHi Vineeth,
There are two different types of question list in audit management:
Question List (Master Record): This question list simply serves as a copying template for audit question lists. It does not contain any reply fields.
Audit Question List: This question list is used for the audit execution. It is a (modified) copy of the master record question list and contains reply fields.
For more details you can refer to this link :
http://help.sap.com/saphelp_auditmgmt/helpdata/EN/index.htm
Regards,
Keerthi -
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Once the Audit has been released you can not assign a question list.*
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http://help.sap.com/saphelp_crm40/helpdata/EN/2a/ea273aeaa07123e10000000a114084/content.htm
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ThanksHi,
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Hi,
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3. How the calculation is being done and the formula being used for arriving at the RESULT.
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ThanksHi Keerthi,
Thanks a lot for your reply. Actually I am doing a implementation project for a client who requires Internal Audit management module. And they are having lots of requirement. The following are some of the entire lot.
1. Can you please share the steps for loading Question List in excel. Is a customisation required ?
2. Do you have any document as to how to calculate the result, How is the calculation happening?
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4. Is there a provision to configure Escalation mechanism for actions to be taken after audit in case they are not completed within a stipulated timeline ? If not what is the way out?
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Mona -
Audit Managment drop down configuration
Hello Experts,
A quick question regarding Audit management questionnaires!
Is there a way we can have dropdowns values (e.g Yes and No) for answers in Questions for Audit management? If yes how?
Regards,
Ahmad
Edited by: Ahmad Quraishi on Jan 30, 2008 1:59 PMHi,
Customers can use valuation specifications to get dropdown result for a question.
Create your own valuation profile and then assign valuation proposals to this profile to get dropdown values.
Regards,
Ahmad -
Problem in import in Audit management
Hi All,
We need to copy our audit plan from Solman Production System to Solman Test System. Options explored so far:-
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Can anyone please help.
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TriptiHello Valdecir,
Thanks for the reply.
I have created an empty object then only am trying to import the downloaded object.
For eg. I have downloaded an Audit plan to XML format from the source system, and for uploading it in the target system first i have created a empty audit plan and then am trying to import the downloaded one into the new audit plan inthe target system. but its not working, the import option is coming disabled.
Is there any rule that we cannot upload an audit plan?
I have tried another option also. I have created a new plan , in that a new audit, and in that audit am uploading the audit which was downloaded fron the source system. but here the problem is all the question list present in the audit are downloaded but again the corrective/preventive actions list within a question list is not coming.
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Is there any standard workflow setup available in SAP for any of the audit components, as part of Audit Management?
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QM Gurus,
I have a requirement to create an Audit in the Audit Management piece of SAP. After creating the Audit and Questions the client wants to download the form (Excel Doc?), have their Third Party Auditee fill it out, then upload it back into SAP Audit Management module.
I know this is somewhat possible because of some reading I did on SAP help about XML and Audit Management.
Can anyone help me out with this? Send me in the right direction, tell me what to do or just throw some tips my way on how to set this up?
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BruceHi Bruce,
The offline audit evaluation is possible and SAP has delivered the required XL with Macros. Please check the sap note: 597982, the second point is related to the audit questions offline evaluation. You can find the SAP supplied XL template as a zip atatchment in the note.
In breif the procedure as below:
1. By using the import/export functionality, export your audti questions to the system (XML code).
2.As I said, special Macro is required to import questions from xml to xl. Use the template provided by SAP.
3. Rename the xl file name as exactly as your xml file name. Do not change the file extensions. file renaming is necessary to import the questions from xml.
4. click on the import xml button on the Xl(sap provided xl macro will get you this functionality) and import your questions to XL.
5.do the offline evaluation, click on the export xml button to save xl as xml. thru import/export functionality, import it back into sap. once its uploaded to the results.
Check the sap note, which will give you step by step guidance on how to do that.
Get back to me if you need any additional info.
Hope it helps.
Thanks,
Ram -
Hi,
I am having a question list of 50 questions which are to be copied during every audit. For this I maintained a question list template. But I am unable to do valuation for each questions. How can I do valuation for each questions from question list seperately.
If I assign a audit question list or question item, I am able to valuet each question at header level. But in this case, I have to assign questions individually and it will be a cubersome work to assign each questions seperately to Audit.
Please suggest a solution if any one worked on this scenarion.
Scenario:
A list of 50 questions needs to be called up every time I do an audit. How to do this?
Thanks
Vineeth Varghese
Edited by: Vineeth Varghese on Aug 12, 2010 2:57 PMIf you have to use those specific 50 questions for an audit (or for every audit) create them as a separate Question List. You cam define your 50 questions in a XL template and upload those questions to the question list created.
You have the option of assigning a question list to the Audit (the fist option when you right click on the audit) - assign the specific 50 questions question list to the audit. By this way you can assign the predifned group of questions at a time. Keep in mind, you can assign question list when the Audit status is in created mode. You can not assign if the status is released. So, create audit, assign q-list and then release the audit.
if you have to add additional questions, add them by the other options which you are already using.
Thanks,
Ram
Edited by: ram on Aug 13, 2010 1:00 PM -
Best practice for audit management
Hi,
Is there any best practice for audit management in SAP ?Hi,
You can check these links and white papers which explains the business scenarios and best practices
http://www50.sap.com/businessmaps/9AD1FC0540D0479CA76C4CA1EE9AF668.htm
http://www.sap.com/solutions/business-suite/erp/brochures/index.epx - "Audit management with SAP software".
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