Auditplanung/en

. In the course of risk identification, it is common to schedule audits to which reviews or analyses are assigned. Usually, audits e.g. "First audit of clinic Y" or "Update of all BIAs 2017" are planned over several days (audit program). Several individual audits (e.g., business impact analyses, risk analyses, re-audits of findings, etc.) are then conducted for this audit program with different people from the organizational unit to be audited.

Experts and professionals can create and manage audits and audit programs under "Risk Management → Audit Management → Audits | Audit Programs".

Audits

In the "Risk Management → Audit Management → Audits | Audit Programs" screen, all audits that exist in the currently selected management system are listed.
Via the pink button, audit plans can be downloaded as PDF.
New audits can be created via the green button.

Audit Übersicht

Create / edit / delete audit

To create an audit see Create audit.

If you want to delete or edit an audit, e.g. because the status has changed, you have to double-click on the desired audit in the "Audits" mask.

You can also schedule new reviews here or assign existing reviews to the audit. (see Special:MyLanguage/Audit erstellen#Zugeordnete Überprüfungen).

If you delete an audit, the assigned checks are not deleted. They still exist and can be assigned to other audits.

Hinweis: Details zu den Stammdaten eines Audits und den zugeordneten Überprüfungen finden sie unter Audit erstellen.

Mask for editing an audit

Appointment calendar

In the calendar, audit dates such as the start of an audit can be viewed or other dates that occur in the course of an audit, such as breaks or kick-off meetings, can be recorded.

The reviews are displayed in the color that is stored in the audit.

Es ist nicht möglich hier die Termine der Überprüfungen zu ändern. Dafür muss die Überprüfung selbst bearbeitet werden.

Beim Kalender kann links oben der angezeigte Zeitraum eingestellt werden. Der Kalender kann außerdem durchsucht werden. Mit den Buttons rechts oben kann zwischen Monats, Wochen, Tages und Agenda Darstellung gewechselt werden.

Appointment calendar

Im Reiter Agenda, finden sich alle Termine des Audits der ausgewählten Woche.

Agenda

Durch Doppelklicken in den Kalender können neue Termine erfasst oder bestehende bearbeitet werden.

Wichtig: Der Betreff und die Beschreibung des Termins werden im Auditbericht angedrückt!

Termin erstellen

Management Summary

A summary can be created for an audit to highlight the pros and cons of the audit. This summary can be used for various reports, such as the audit plan report.

Management Summary

Audit programs

In the mask "Risk Management → Audit Management → Audits | Audit Programs" all audit programs that exist in the currently selected management system are listed. To get here you have to click on "Audit programs" in the upper bar as shown in the screenshot.

Create / edit / delete audit program

To create an audit program see Create audit program.

If you want to delete or edit an audit program, e.g. because you want to add an audit, double-click on the desired audit program in the "Audit programs" screen.

Wollen Sie ein Auditprogramm löschen oder bearbeiten, weil Sie z.B. ein Audit hinzufügen möchten, klicken Sie in der Maske "Auditprogramme" doppelt auf das gewünschte Programm.

To schedule or assign audits see Assigned audits

If you delete an audit program, the assigned audits are not deleted. They still exist and can be assigned to other audit programs.

Appointment calendar

In the calendar, the dates of the audits can be viewed. In the "Month" view, all audits that start, end or run in this month are displayed. In the "Agenda" view, it is possible to view what is planned for the week on a weekly basis.

Caution: Audits that do not have a start or end date are not displayed. Instead, information is provided about which audits are not displayed.

example calendar