Auditprogramm erstellen/en

To create or edit an audit program, it is necessary to navigate to the audit program overview ("Audit management → Audit planning → Audit programs").

To create a new audit program, click on the "Plus" button in the overview.

To edit, the desired audit program must be double-clicked.

This opens the mask for creating/editing.

Create audit program

Master data

Organizational unit:

• Here, you enter the OrgUnit within which the audit program's audits will be scheduled.

Status:

• The status of an audit program is controlled by the workflow button in the upper right corner. In the screenshot above, it shows the option "Complete Audit Program". More about the workflow can be found at "Audit management → Audit planning".

Creator:

• The creator of the audit program is entered here. By default, this field is prepopulated with the central management representative configured in the audit management settings.

Abbreviation and designation:

• For the abbreviation, you enter how the audit program is abbreviated.
• For the designation, you enter what the audit program should be called.

Description:

• Here, you state for what purpose audits are planned in the audit program.

Focuses:

• Here, the focuses of the audit program are specified. Audits created within this audit program automatically adopt its focuses.

Start and end date:

• Here, enter the period in which an audit program's audits are scheduled.

external audit program:

• Selecting this option automatically sets any audits created within this audit program as external audits.

Assigned audits

All previously planned audits are displayed here. It does not matter whether these are drafts, in execution, in post-processing or already completed.

Example: Assigned audits

It is also possible to plan new audits for an audit program here or to assign existing audits to the audit program.

Clicking the "Plus" button opens the mask for creating a new audit. To see how to create audits, refer to Create Audit.

Clicking the blue link symbol opens a list of audits that can be assigned to the program.

Mask for adding existing audits