In this article:
Learn how to publish a draft accreditation evidence report in Logiqc, so you can assess your organisation's performance against the requirements of standards.
When you purchase new evidence reports they will appear in the Draft tab and must be published before they can be used.
A purchased evidence report is imported into the Draft tab as a set of accreditation items. Publishing moves each item onto the register and into the workflow, so you can record evidence, self-assess, and manage compliance against the requirements.
Q: Can I change the assessment level after publishing?
A: Yes. The Assessment field (Met, Exceeded, Part met, Not met, or Not applicable) can be adjusted at any time.
Q: What is the difference between Save and Quick publish?
A: Save moves the item onto the register and into the Manage stage. Quick publish, available if you are the Approval officer, approves and publishes it immediately, skipping the Manage and Approve stages.
Q: Is Delete draft reversible?
A: No. Deleting a draft cannot be undone.
Before you start
Check the following:
- An Evidence Report for the standard has been imported into the Draft tab. Logiqc does this once you have purchased the standard.
- You have the permission to work with items in the Accreditation register.
- You know the manager, approval officer, business area, meeting, and review date for the standard.
Step 1: Open the draft item
Navigation path
Select the standard from the menu at the top of the register, open the Draft tab to display each requirement, and open the item by selecting the link in the requirement title.
Step 2: Complete the required fields
Complete the following fields before the item can be published.
- Assessment: select the applicable level (Met, Exceeded, Part met, Not met, or Not applicable). You can change this at any time.
- Review date: set the date to review the item before your next recertification or accreditation audit, not the upcoming one.
- Related business area: select the business areas this part of the standard relates to. Assigning areas other than Quality lets you use this as a filter later.
- Related meeting: select the meeting responsible for oversight of this area of the standard.
- Manager: select the staff member who will manage this area of the standard.
- Approval officer: select the staff member accountable for approving this area of the standard.
Complete the Details and Assign sections before publishing.
Step 3: Publish the item
Select Save. The item moves from the Draft tab onto the Accreditation register and into the Manage stage of the workflow.
Troubleshooting
If you cannot publish the draft item:
"I cannot see the Draft tab"
- Check that the Evidence Report has been purchased and imported by Logiqc.
- Select the correct standard from the menu at the top of the Accreditation register.
- If all draft items have already been published or deleted, the Draft tab may no longer display.
"Quick publish is not available"
- Check whether you are the Approval officer for the item.
- Use Save to move the item into the Manage stage if quick publishing is not available.
- Make sure the required Details and Assign fields have been completed.
What happens next
The item joins the register in the Manage stage
Once saved, the item appears on the register and the item manager decides what happens next.
It moves through review and approval
The standard is reviewed and approved before it becomes active, with a next review date set.
You can record evidence against it
With the item on the register, you can link evidence to each requirement and create accreditation actions. See Link evidence to accreditation standards.