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Audit plan

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Location: View Audit plan

 

Overview:

Use this menu to track the audit plans saved in the system. This menu allows tracking the audits saved in the system, regardless of their status.

 

Specific buttons:

Click on this button to view the data of the record selected in the listing in read-only mode.

Click on this button to analyze the result obtained from the search.

Click on the arrow placed next to this button to configure and issue the desired audit reports. This button also allows exporting the list of records displayed on the main screen to an Excel file, configuring a new report or associating an existing report, or searching for the parameters that may be used in the configuration of new reports.

Click on the arrow next to the button to change the screen layout to 3 quadrants. The third quadrant will display the details of the selected record.

Click on the arrow next to the button to change the screen layout to 2 quadrants.

 

Use the filters described below to locate the desired records through specific information. To use them, go to the Search filters panel and click on the button to add filters.

 

For further details about the "Search panel" and other view operations, refer to the "User guide Views" section.

 

Audit plan

Status: Select the status of the audit plan you wish to view. Click on the button to select all the statuses.

Audit type: Select the audit type of the plan you wish to view. Click on the button to select all the statuses.

Period: Enter the Start and End dates of the audit plan you wish to view.

ID #: Enter the audit ID # you wish to view.

Title: Enter the title of the audit you wish to view.

Reference requirement: Select the audit criterion you wish to view.

Customer: In the case of 2nd party - Customer audits, select the name of the company that applied the audit you wish to view.

Audit purpose: Select the audit purpose you wish to view.

Responsible team: Select the responsible team for the audit you wish to view.

 
Audit

Audit status: Select the audit status that you wish to view. Click on the button to select all statuses.

Planned: Enter the planned execution dates of the audit you wish to view.

Actual: Enter the actual execution dates of the audit you wish to view.

Audit type: Select the audit type you wish to view.

ID #: Enter the audit ID # you wish to view.

Title: Enter the title of the audit you wish to view.

Audit criterion: Select the audit criterion you wish to view.

Customer: In the case of 2nd party - Customer audits, select the name of the company that applied the audit you wish to view.

Audit purpose: Select the audit purpose you wish to view.

Responsible team: Select the responsible team for the audit you wish to view.

 
Attribute

To execute a search through the attributes, click on the Add attribute button and select the attribute, operator and a value for it, and click on the Apply button. In order to use more than one attribute in this search, click on the button and repeat the procedure above.

 
Audited

Audited business unit: Select the name of the audited business unit.

Process: Select the audited process.

Department: Select the audited department.

Control: Select the name of the audited control.

Product: Select the audited product.

Asset: Select the audited asset.

Supply: Select the audited supply.

Project: Select the audited project.

Supplier: Select the name of the audited supplier.

 
Auditor

Audit business unit: Select the business unit responsible for applying the audit.

Internal auditor: Select the internal auditor responsible for applying the audit.

Lead auditor: Check this field to indicate that the internal auditor selected in the field above is the leader of the audit.

Audit organization: Select the organization responsible for applying the audit.

 

After filling in the necessary filters, click on the "SEARCH" button in the "Search filters" panel to run the search or press "ENTER" on the keyboard.