Adding a new audit
Adding a new audit is usually done through a planned schedule. However, if there is a need to conduct an audit activity outside the set time, it is possible to manually create a new, single audit.
Ad-hoc audit
To create an ad-hoc audit, use the left menu bar, from the Audits section, in the New audit tab. A report view representing months and weeks will be displayed.
Select the appropriate audit area and the week in which the audit should start.
Then, the audit creation form will be displayed. By default, settings for an audit conducted in the selected area will be loaded, but all options can be changed. To create a new audit, fill in the following fields:
- Subject - the name of the audit
- Layer - the layer of the audit checklist. Only questions set in the selected layer will appear in the audit
- Description - a description of the audit (optional)
- Tags - the ability to add or create tags for the audit. They may be helpful later when searching for the audit in the audit list (optional)
- Auditor group - the auditor group assigned to the given area. It can only be changed through the audit area settings
- Auditor - the person responsible for conducting the audit, selected from the auditor group assigned to the area
- Start Date - the date the audit activity begins
- Due Date - the date by which the audit should be completed. If the auditor does not meet the deadline, the audit will be considered delayed
- Corrective plan owner - the user who will become the owner of the correction action plan after the audit
- Corrective plan assignee - the user who will be responsible for the corrective activities included in the corrective action plan after the audit
- Audited area - the area to be audited. It was selected from the monthly and weekly view
- Checklist - the selected Checklist assigned to the audited area. It can only be changed through the audit area settings
- Attachments - additional files (optional).
Below these fields, there is a list of questions that the audit will consist of. It has been selected by default depending on the audit layer and the language chosen by the auditor. Questions can be removed using the minus button on the right.