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Audit template

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Location: File Audit template

 

Prerequisites:

Category

Optional:

Purpose

Internal auditor

Team

Responsibility route

Audit organization

Requirement (SE Requirement)

Evaluation criterion

Attribute

Risk and control plan (SE Risk)

Item (SE PDM).

Business unit (SE Administration)

Control analysis (SE Risk)

Process (SE Process)

Document (SE Document)

Asset (SE Asset)

Supply (SE Supply)

Project (SE Project)

 

Overview:

Audit templates are pre-configured records that can be used to create audits for similar purposes, with execution based on ISO 19011. Through this menu, templates can be created so that some data is already filled in when creating audits. Use this menu to create the templates.

 

Specific buttons:

Click on this button to add a new audit template. See more details about this operation in the Adding a new template section.

Click on this button to edit the audit template selected in the list of records. See more details about this operation in the Editing a template section.

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

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 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 records based on specific information.