Audits

How to open the Audits

Home > Reports > Compliance > Audits

Overview

This interface allows to create audits for the necessary divisions, create findings in case there will be any problems, assign auditors and auditee. Also you have an opportunity to look through the information about planned and actual dates of audit and the date for the next examination.

List description

Ref No – the unique number of the audit
Audit – the division where the audit will be carried out (Reports > Compliance > Audit Infos)
Status – the audit stage
Type – the audit’s form
Category – the category of the audit
Contractor – the company who carries out the audit
Planned Start Date – the estimated start date of the audit
Planned End Date – the estimated end date of the audit
Actual Start Date – the actual start date of the audit
Actual End Date – the actual end date of the audit
Days – the difference between the end and start planned dates
Next – the date of the next audit (you can see the repetition rate in the Audit Infos)
Auditors – the person who audits
Auditee – the organization for which audited
Office – the person who conducts the audit
Findings – the number of inaccuracies found
Closed – the date when the audit was completed

Sorting and filtering

You have an opportunity to filter the necessary audit by Ref No, Audit, Auditee, Auditor and statuses. Click the icon

There is an opportunity to search the audit by its planned, closed and actual dates. Select the necessary variant in the “Data type” field and then indicate the from date and the to date

Page description

Statuses – the conditions of the audit

Audit – the division where the audit will be carried out (Reports > Compliance > Audit Infos)
Auditee – the person who is being checked

From (planned) – the planned start date
To (planned) – the planned end date
From (actual) – the actual start date
To (actual) – the actual end date
Office – the user’s company
Closed – the date when the working in audit is finished
Contractor – the company who conducts the audit
Closed By – the person who closes the audit
Objective of Audit/Scope of Audit – space for additional notes

You have an opportunity to clone the audit. Click the Clone button to do this.

Findings tab

In the Findings tab you can create a new entry in case of any inconsistencies.

Auditors tab

In this tab you can point the auditor according to his qualification. Select the necessary entry in the Qualification field and a person who will conduct the audit.

Click the Add button to confirm

To make the auditor a leader, click on the “Set as a leader” button. So you will see the tick in the L column

Correspondence & Files tab

In this tab you can conduct correspondence and download necessary files.