Change Request Process

At Drugs Audit, we are aware that there may be times when you will need to change your audits or that your organisation structure will change.

To help with day-to-day organisation structure changes, we have introduced our self-service feature, allowing you to keep your structure up to date in a timely fashion.

Some changes are more complex or time consuming and will need to be carried out by our team, such as:

·       Audit changes

·       High volume or complex structure changes

When you need to make any significant changes to your structure or audits, we require clear instruction on the changes.  To help with this we have created 2 reports you can run that will detail your current structure and current audit/s. 

These changes will usually chargeable, so in order to help us provide an accurate quote we are asking that you follow this process when requesting a change: 

Organisation Structure Changes

To review your current up to date organisation structure from the DA Portal:

Go to Reports tab and select the report ‘Org Structure Review’. Select the relevant parameters to display your current structure

 
 

  • Select any audit (all audits will show on the report)

  • Select location (this will be trust level)

  • Selected the MOST RECENT period

  • Export to Excel

You will see a full extract of your organisation structure including what audits are linked to each location.  The final column will be named ‘Required Changes’.  ALL edits or changes must be listed here, DO NOT edit or delete any other column.

Audit Changes

To review your current up to date audit/s from the DA Portal:

 Go to Reports tab and select the report ‘Audit Review’. Select the relevant parameters to display your current audit

 

  • Select the audit you want to review

  • Select location

  • Selected the MOST RECENT period

  • Export to Excel

You will see a full copy of your latest audit for you to review. 

The final column is named ‘Required Changes’.  ALL edits or changes must be listed here, DO NOT edit or delete any other column.

Next Steps

  • Send the spreadsheet via email to help@drugsaudit.com

  • Please include when you would like these changes to be ready for use, allowing a minimum of 10 working days from approval.

  • We will review your request and send you a quote (if charges apply) plus timescales for us to complete the changes.

    • If you have a hard deadline for changes to be made please discuss with us as soon as possible to ensure we book time in our schedule for you.

  • We do not want to delay any changes being made, so will accept email approval to proceed with works, but require a purchase order within 10 days

  • If you have any questions, please contact helpdesk and one of the team will happily assist you.

 
Helen Dargie