Important Note: This article refers specifically to the classic Progress Audit functionality which only supports applications in process map-based app cycles. This classic feature should not be used with applications in rules-based app cycles as the results are based on what was checked off in the process map at the time the audit was made. Because Deployment Rules is a completely separate system from process maps, the results of your classic Progress Audit could be unpredictable. Instead, the Application Finder's Progress Audit should be used with sites that have both the Applicant Experience enabled and applications in rules-based app cycles.
Overview
The progress audit is a report that can be executed on the results of an application search in which a list of process elements and requirements can be selected and a report detailing whether or not the items are completed, not yet completed, or are not applicable to the application is output. This report can be exported to an Excel document. This report will also display the "Complete" indicator if this feature has been turned on under Settings > System Features > Process Options.
Running a progress audit is done after running an application search. A drop-down menu appears at the top of the search results listing from which the administrator can select the phase in which the report will be checking the progress. Only one phase's process elements can be output in a single progress audit.
Once the phase is selected, the admin is taken to a wizard that will list all the materials, signature documents, and questionnaires that are applicable to the applications in the search results for the selected phase.
There are also options for including the number of submitted reviews, the tally of completed/required recommendations for the applications, and process element due dates.
After making all the required selections, the report will be generated. This will list whether or not the selected items are complete, incomplete, or not applicable. It will also display the "Complete" indicator to the right of the applicant names where the application has completed the application process elements for that application's current phase.
There is an option to export this report into an Excel document. There is also an option to mark check boxes for specific applications and perform the same batch actions that are available on the Application/Record Search Results Page. The custom email template ( Admin Home > Admin Settings) and mail merge functionalities can be utilized to personalize batch emails delivered from progress audits.