Loading and resulting actions

1. Load Report

2. Load NC Management report (single or full)

3. Load Backup (All Reports)

This function is a load and replace. Any loaded will replace the exiting data.

1. Load report

   1. audit report not found

      1. This report will be loaded and placed in the right report type list

   2. audit report found

      1. Ask the auditor to confirm that he wants to replace the exiting report with the one from the file

2. Load NC Management

   1. audit report not found

      1. abort because NC Management has to be attached to the fitting report

   2. NC Management was created in IATF NC CARA client version

      1. decline the loading and inform to use

   3. audit report found

      1. is full NC management report

         1. ask auditor if he wants to replace the exiting NC management report

      2. is single NC

         1. NC is part of NC management report

            1. replace the exiting NC with the data from the file

         2. NC is not part of NC management

            1. add NC from the file to exiting NC management report

Load Organization data into exiting NCs of the NC Management report

1. audit report not found

   1. inform auditor that the audit report the NC Management report belongs to is not part of the report list

2. audit report found

   1. NC found (each NC has a specific id by which it is recognized in IATF CARA)

      1. is first time

         1. replace organization part with organization part from file

      2. is second time

         1. replace organization part with organization part from file, keep last old organization part as previous version

   2. NC not found

      1. skip unknown NC

IATF CARA only imports Organization data into exiting NCs missing NCs will be skipped. It replaces the organization data part with the new data. If that part is empty it will be replaced with empty. NC reports from clients can be checked using IATF NC CARA to see what they have send back.

Extend an exiting lead audit report with co auditors data

1. audit report not found

   1. abort because merge can be not executed without lead audit report

2. audit report found

   1. audit report file was not created by co auditor

      1. it is checked based on the Auditor ID no. (ADP no) if the audit report file was saved by an auditor who is part of the audit team

   2. audit report was created by auditor of audit team

      1. apply merge business logic explained here Work on reports by multiple auditors (Load report to merge).

This function applies a specific defined logic on extending the audit data from the lead with co auditor data. Understanding this is crucial to avoid any surprises. It will update data in the audit report and the NC Management.

Extend an exiting report with data from the loaded report

1. audit report not found

   1. abort because merge can be not executed without lead audit report

2. audit report found

   1. extend all list sections (ofi, processes, all sites, ncs) with new entries from the audit report loaded

This function will only add new data to the exiting report like new sites or NCs nothing else. Contrary to the merge function which has specific business logic defined and will also update data fiels this is not the case for this.