Open the Audit Management Module

If you are creating audits for your own facility only then use the Audits tab. The Audit Scheduler is for multiple locations. You can however follow the same steps in the slides to create your audits.

From the Audit Scheduler tab you are able to create any number of future audits in advance for different facilities. Click on Add Entry

Fill out the detail of the planned audit, e.g. region (Global, Europe etc.) or facility where the scheduled audits will take place or for example the host site.

Complete necessary detail including ISO standard. Risk should be based on an importance of the audit which may be based on previous findings. You can make this a one-time audit or 'Modify' to schedule to recur based on an annual frequency for example.

If you want to set the system to auto generate the next planned audit then choose the frequency after selecting 'Modify'. Otherwise it will be a one-time audit. If repeat then specify the frequency

Save to enable access to the next sections such as checklists and audit team members. The record will now appear in the 'Audits' tab.

Use the Attach Auditor option to pick the audit team members. Each chosen auditor will display and include their subject matter expertise and any qualifications.

You can now choose the checklist(s) to be used for this audit.

You can now choose the locations where this audit will take place.

Once all information is loaded you can choose the 'Schedule' option which will create the audits for each chosen location and automatically load them to the Audits Tab

Click EDIT and select the lead auditor

You can now select a team member for each checklist in the audit

You can now click on Schedule to make move to the scheduled step

From here on the process is the same as slides on 'Conduct Audit'.