One benefit of using Audit Programs is that Audits will automatically be created for you on the specified dates. By default the Audit Creation Date is set to 14 days prior to the Planned Start Date to give you time to gather your materials and prepare for the audit.
Audits conducted by your organization will be automatically sent for preparation. Audits created outside of a program will be sent for preparation manually.
Note: Outsourced audits that are auto-created will skip the preparation workflow step. They will be created in the Initiated State and will need to be manually sent for reporting at the appropriate time.
You can also initiate an audit manually prior to the auto creation date if needed by navigating to the proposed audit record and selecting Initiate Audit from the Workflow menu.
When an audit is moved to In Preparation, the Audit Owner will receive a task to complete Audit Preparation.
- Open the Complete Audit Preparation task.
- When all audit preparations are complete, make sure the audit details are filled out and correct and click Complete.
- If you need to reschedule the audit or request a cancellation, you can. Otherwise, select Complete, confirm the Start and End Date and click Complete.
The next step is for the audit to be conducted. After which, the Audit Owner will complete the Audit Report and record any Findings.