Audit Info

Audit Information

Audit Type

Audit category, as defined by customer settings. Determines the Audit Checklists available for selection on the audit record.

Scheduled Start Date

Required when starting the audit.

Scheduled End Date

Required when starting the audit.

Due Date

Required when initiating the audit.

Location

Where the audit will be taking place. (Options include N/A, On-Site, Virtual)

Part Numbers

Any part numbers that may be associated with the audit. If a part number is selected, program will be populated automatically.

Processes

Special processes that are configured in Company Setup.

PO Number

Optional

Programs

Free to choose if no part number is selected. Required whether there is a part number associated with the audit or not.

Audit Checklists

Checklists configured in Company Setup which are associated with the corresponding Audit Type. 

Participant Information

Company Name

This will be automatically locked as it was entered when initiating the audit.

Lead Auditor

Optional. Depending on who the audit is for, the users in the drop-down menu will have either "Internal Auditor," "Supply Chain Auditor" or "Administrator" user roles. 

Add Participant

Participants can be added for informational and record keeping purposes.

Audit Summary

The Audit Summary is a field where users can enter any additional comments.

This section is editable after the audit has started and remains editable even after "Complete Audit" has been signed. Once "Close Audit" has been signed, this section becomes locked.

Lock Details/Start Audit

When you are ready to start the audit, you can sign it at the bottom of the page. Note: This will lock the Audit Information section. The user who signed and the date and time at which a signature was entered will be displayed here. 

Comments

You can also look at the "Comments" button to see a log of status changes.