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What is a routing matrix?

A routing matrix is the list of stops, in order, that you want the audit to travel through the chain of command.  There can be any number of stops as desired but there are a few requirements to keep in mind when building your matrix.

Routing Matrix Requirements

  • Each stop must be sequentially ordered from 1 to n where the nth stop must be Complete
  • There should be only ONE stop marked for QA Follow Up.  When the audit arrives at this stop, it will terminate the NAMP required timer for turn around time (10 days as of this writing).  Having multiple stops checked won't affect anything as only the first encountered stop will stop the timer.
  • There must be AT-LEAST one C/A block checked.  This stop will have the Corrective Action block unlocked but protected from modification for all others.  Typically this will be the stop(s) that actually correct the discrepancies.  In the case of Program Audits (that have multiple workcenters for example) there can be as many checks as you need, one at a minimum.
  • The Signature block SHOULD only have one stop checked.  Stops where this is checked will be printed as the Corrective Action signature on a printed audit.  Otherwise there is no effect.
  • The LAST stop must ALWAYS be Complete and is automatically added by the system.

If any of the above are not observed, AuditTrail will place the Audit in the Lost Audits inbox on the INBOXES screen.

Routing matrix components

To add a routing matrix, from the INOBOXES screen, click the Tools menu, then Add Matrix:

This will open the Add Routing Matrix dialog:

Number - will be assigned automatically

Matrix Name - short routing matrix title

Routing Sheet Header - verbose description.  Will print at the top of every routing sheet.

Routing matrix tokens

Notice the placeholders that are available.  AuditTrail will automatically replace the identified tokens with the proper data at routing time.