Select the option to Conduct Audit

The audit now moves to 'In Progress'. By choosing 'Edit' you can still make changes to auditor team members and/or Checklists

You can add the name(s) of auditees using the Attach option and also send notifications to them as required.

Go to the checklist section and open the relevant checklist being audited

Fill out the relevant fields including findings and evidence. Those with a red asterix are required questions which must be answered in the audit. These will have been determined when the checklist was created.

Complete details of any findings. NC - Minor or Major and OFI (Opportunity for Improvement)

Creating this NC will prompt the raising of a Corrective Action. See articles on CAR

Generating an NC will also prompt the raising of an Action Plan if required. Use the 'Add Action' option to create.

Create an Action Plan or an Action Plan with Activities

An Action Plan with Activities

An Action Plan, no Activities.

Generating an NC will also prompt the raising of Objective Evidence. Use the 'Add Entry' option to create. This section can also be used to record general evidence to all questions.

Complete details of Objective Evidence

Once any CAR's, Action Items and/or Objective Evidence is complete you need to Assign so it submits any pending tasks and moves to the next stage.

Complete each relevant question. If a particular question or questions are not to subject of this audit then state Not Applicable.

You can make a special entry detailing any lessons learned during the audit which may be of use to others. Add attachment if required.

Look up those to notify using the directory

Once all planned checklist items are complete you can Submit

The percentage score relates to the % of questions answered on this particular checklist.

The 'Progress' tab shows how many sections or questions have been audited in this audit.

Select Submit to signify the end of the audit and move to the review and Review and Report step.

Once reviewed you can select 'Complete Audit' which will close this audit and generate the next scheduled audit if a schedule was created.

At any stage, a you can Add Comment relating to this audit and its content.