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Planning a blank audit

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To plan a new audit, click on the button on the main screen toolbar and select the Add blank audit option:

 

Select the category that classifies the audit that is being created and save the selection.

 

Only the categories configured with ISO19001 form of execution (requirement or risk and control plan audits) will be displayed).

 

On the data screen that will be displayed, enter the ID # and the title of the record. If you prefer, use the arrow next to this field to generate an automatic identifier. Do not forget that if the identification mask usage has been configured in the category, when the ID # is generated, the corresponding mask will be displayed. The ID # generated through the mask can only be edited if the Enable generated ID # change option is checked on the category data screen.

 

Requirement audit data screen

Requirement audit data screen

 

Note: The Audit plan field will be displayed next to the ID # and Title fields when the audit is part of an audit plan. It will be filled out with the title of the respective plan.

 

General data

Fields

Audit category

This field is filled out by the system with the previously selected category.

Audit type

This field is automatically filled out by the system with the audit type configured in the category selected previously.

Audit purpose

Select the reason why the audit will be performed.

Responsible team

Enter the team responsible for the audit that is being planned.

Customer

This field will only be displayed if the audit type is 2nd party - Customer. Select the customer company that will perform the audit being planned.

Objective

Describe the audit purpose.

 

Description

In this section, enter important information about the audit being planned.

 

Schedule

Use this section to enter the dates of the audit steps defined in the category. The description of the fields below is valid for the Planning, Preparation, Execution, and Closure subsections. For that, access the corresponding sections and fill out the following fields:

Fields

Responsible

This field is filled out by the system with the name of the responsible party defined for the step in question.

Planned start date

Select the planned start date for the step in question.

Planned end date

Select the planned end date for the planning of the respective step.

Planned time

Enter the number of hours planned for the step execution.

Actual start date

Select the actual date of the step execution.

Actual end date

Select the end date of the step execution.

Actual time

Enter the number of hours used for the step execution.

 

After that, save the record, but do not close the data screen. At this point, the other sections will be enabled to be filled out. Refer to the Editing the audit data section for a detailed description on the other fields of the audit data screen.