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Location: Management Audit Tracking

 

Prerequisites:

Audit responsible team

 

Overview:

Use this menu to track the audits saved in the system, regardless of the step they are in. Only the users of the responsible team that were associated with the audit planning will be able to be tracked. The responsible users may then edit the audit data or delete the audits.

 

Specific buttons:

Click on this button to create a revision for the current audit selected in the list of records. This option will only be valid for project audits.

Click on this button to edit the data of the audit selected in the list of records. Refer to the Planning an audit section for a detailed description of the audit data screen.

Click on this button to delete the audit selected in the list of records.

Click on this button to view the data of the audit selected in the list of records.

Click on the arrow next to this button and select the desired option to access the project schedule or SE GanttChart.

Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search for the parameters that may be used in the configuration of new reports.

Click on this button to enable/disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter in the search filters panel.

Click on this button to copy the data of the audit selected in the list of records. On the screen that will be displayed, enter the audit planned start that will be originated from the copy.

Click this button to return to the audit selected in the list of records to the previous step. To reactivate the audit, use the filters.

Click on this button to send the audit selected in the list of records to the next step as configured in the category.

Click on this button to unblock an audit project being edited through SE GanttChart or that is blocked for other reasons. Note that, after clicking on this button, the project will be available for editing. If SE GanttChart is opened by one user, and another user makes a change to it, the information of one of the two users may be lost.

On the third quadrant, this button may be used to unblock the structure of an audit criterion (requirement audit) which is being edited or blocked for other reasons.

Click on this button to change the main screen layout to three quadrants. When selecting this option, the system will display the details of the audit selected in the list of records in one of the quadrants.

Click on this button to change the main screen layout to two quadrants.

 

Use the "Search filters" to easily retrieve the desired records based on specific information.