Initiate Audit

New audit records can be created either by selecting the Create Audit option on the main menu or by clicking the "Initiate" button located in the top-right of the View Internal/Supplier/Customer Audits pages.



There are three types of audits that can be created. Each type can be initiated through one of the sub-menus at the top of the page.

Internal Audits are conducted by your own company and are visible only to your company's users.

Supplier Audits are initiated by a customer for one of their suppliers. They are typically conducted entirely by the customer; options are available for making the audit form visible to the supplier, as well as for allowing the supplier to update the audit record and checklist themselves.

Customer Audits are initiated by a supplier on behalf of a customer (e.g., to fulfill a customer requirement). The audit form and checklist are visible to the customer, but cannot be be updated by the customer (with the exception of the checklist signature fields).

Users also have the option to Import audits forms. Only internal and supplier audits can be created using this option.
 

Customer Info

 Customer Name
Account name of the customer associated with the audit. This field is completed automatically with your own company's account name when creating an Internal or Supplier Audit.

Customer Division
Division at the customer, usually corresponding with a facility or location. This field will only appear if the customer has configured divisions in their Net-Inspect account.

A user who is attempting to access an audit record may need to be aligned with either its Supplier Division or Customer Division in order to open it.

Lead Auditor
Optional. Customer user who is responsible for the audit. This user will receive automatic notifications from Net-Inspect as the status of the audit changes.
 

Supplier Info

Supplier Name
Account name of the supplier associated with the audit. This field is completed automatically with your own company's account name when creating an Internal or Customer Audit.

Supplier Code
Optional. Customer's designation for the supplier. The customer can preset one or more supplier codes for a supplier through the Suppliers setup page; if this is done, then the field will be completed automatically upon selecting a supplier or customer.

Supplier Division
Division at the supplier, usually corresponding with a facility or location. This field will only appear if the supplier has configured divisions in their Net-Inspect account.
 

Audit Info

Audit Type
Audit category, as defined by customer settings. Determines the Audit Checklists available for selection on the audit record. This field cannot be edited after the audit is initiated.

Scheduled Start Date
Optional. Date that the audit should be started.

Scheduled End Date
Optional. Date by which the audit is scheduled to end.

Due Date
Required. Deadline by which the audit must be finished.