In this article:
Learn how to complete the Accreditation details page in Logiqc, where you record how your organisation meets each section of a standard and link the evidence that supports it.
The page is made up of several sections. The shaded fields are pre-populated by Logiqc with the standard's structure; you complete the rest.
Each Accreditation details page has a parent item (the section of the standard) and one or more requirement sections, each relating to an indicator, criterion, or outcome. You record your compliance and evidence in the requirement sections, and manage the standard's oversight and links from the parent item.
The How the requirements are met statement and the linked Evidence and examples appear on the auditor's Evidence Report.
Q: Which fields appear on the auditor's Evidence Report?
A: The How the requirements are met statement and the linked Evidence and examples, along with any linked incident types and feedback categories.
Q: When can I add accreditation actions?
A: Only once the item has been published.
Q: Where do the accreditation actions appear?
A: All actions across the standard display on the Accreditation action plan tab at the register level.
Before you start
Check the following:
- The standard has been published on the register (accreditation actions can only be added after publishing).
- You have the permission to work with items in the Accreditation register.
- You know which requirement you need to review or update.
Step 1: Open the details page
Navigation path
Open the register, then select an item to open its Accreditation details page.
Check the relevant standard is selected in the menu at the top of the page, then select an item to open its Accreditation details page.
The Accreditation details page, showing its sections.
Step 2: Complete the Accreditation details
The shaded fields are pre-populated with the standard's title, main section, and sub-sections. Complete the Assessment field (Met, Exceeded, Part met, Not met, or Not applicable) and the Review date for when the item will next be reviewed.
Step 3: Work through the requirements
Open each requirement in the Requirements section by clicking the Edit pencil to complete the assessment. For the full evidence-linking procedure, see Link evidence to accreditation standards.
- How the requirements are met: describe how your organisation meets this area of the standard. Displays on the auditor's Evidence Report.
- Assessment: select the applicable level for this requirement.
- Evidence and examples: link the items from any register that verify compliance. Displays on the auditor's Evidence Report.
- Accreditation action for the sub-standard: delegate actions to further meet the requirement. The action officer is notified once the page is submitted.
A requirement section shows the assessment and evidence fields together.
Step 4: Complete the supporting sections
Related events: optionally link the incident types and feedback categories that apply to the standard. A Number to date is generated, showing linked incidents and feedback, and this contributes to the Evidence Report.
Accreditation actions: create follow-up actions when a requirement needs more work. Actions display on the Accreditation action plan tab.
Assign: set the Related business area, Related meeting, Manager, and Approval officer. Use Users notification to tell relevant staff the standard has been added, with a link to it.
Attach records: give each record a meaningful name, then select Choose file to upload, or toggle to add a link (a web URL or a Microsoft SharePoint URL) if links are enabled.
Step 5: Save the page
Select Save to save your changes. The Save controls also include:
- Create a related item: launch a linked item on another register when you submit; the link shows in each item's System event history.
- Quick publish: available if you are the Approval officer, approving and publishing the item immediately.
- Archive: appears after publishing; moves the page to the Archived tab when the standard is no longer required.
- Cancel: discards the changes made to the page.
Troubleshooting
If you cannot update the details page as expected:
I cannot edit the page
- Check that you have permission to work with items in the Accreditation register.
- Check whether the item is assigned to you as part of the current workflow stage.
- If the item is archived, restore or republish it before making changes.
The evidence or related events are not showing in the report
- Open the relevant requirement and check that the evidence item is linked there.
- Check that the related event category is selected on the parent item.
- Save your changes before opening the Evidence Report again.
What happens next
The details are saved
Your assessment, evidence links, assignment details, and related events are retained on the Accreditation details page.
The Evidence Report can reflect the changes
Linked evidence and compliance text can be reviewed from the Evidence list and exported when needed.
The item can move through the workflow
When the details are ready, the standard can be managed, reviewed, approved, or archived according to its current stage.