Auditmanagement Einstellungen/en

Under "Audit management → Settings", the audit management of the current management system can be configured.

Audit management settings

Central Management Representative (CMB):

• The person stored here is automatically entered as "creator" for new audit programs.

Activate determination type for reviews:
By activating this option, in addition to the assessment, determination types become recordable in the audit questions.

Selection choices in reviews
Recommendation	Does not constitute a gap, but is instead part of the continual improvement process. Can be treated, but doesn't have to be.
Note	Does not constitute a gap, but could become one if the problem grows. Has more emphasis than a recommendation. Can be treated, but doesn't have to be.
Minor deviation	A gap that must be treated and corrected.
Major deviation	A gap that must urgently be treated and corrected.
Model implementation	Does not constitute a gap, but instead expresses kudos for especially good implementations. Allows for the positive highlighting of a review's results.

Internal audit required before external audit:

• By activating this option, external audits are marked for which no preparatory internal audits are planned.

Activate function assignment for reviews:

• By activating this option, the functions can be recorded in assessment details.

Topic collections

Under "Audit management → Settings | Topic collections" you can create and manage those for the current management system.

A topic collection is a collection of review objects (topics) from one or more knowledge bases, that are often asked together in reviews or audits and should therefore be able to be added together more easily.

Overview topic collections

Create topic collection

New topic collections can be created with the "plus" button.

Create topic collection

Topic collection basic data
Name	Name the topic collection in a way that you quickly recognize it when creating audits and reviews.
Description	Describe the contents and objectives of the topic collection.
Selection of knowledge base	Select the knowledge base(s) here from which you want to add topics to the collection. You can combine any number of knowledge bases in a collection. Topics from a knowledge base can also be added multiple times, if necessary. Topics can be moved from the list on the right into the overview on the left via drag & drop. Only topics containing questions can be added. Topics that do not contain questions but contain further topics can usually be expanded to show their content.
Active/inactive	Mit diesem Schieberegler können Themensammlungen aktiv oder inaktiv geschalten werden. Inaktive Themensammlungen werden in Überprüfungen oder im Auditplaner nicht vorgeschlagen.
Topic collection editing
Drag & drop	Die Themen der Sammlung können mit Drag & Drop sortiert werden.
Delete	Die Themen der Sammlung können mit dem "Mülleimer" Button wieder entfernt werden.
Information on the knowledge base	Zu jedem hinzugefügten Thema wird angezeigt, aus welcher Wissensdatenbank es stammt (inkl. Version und Stand).
Always use default version	Wenn selektiert, wird beim Verwenden der Sammlung immer das Thema aus der aktuellsten Version der Wissensdatenbank hinzugefügt. Wenn nicht, wird die Version genommen, die beim Erstellen der Themensammlung verwendet wurde.

Copy topic collection

Themensammlungen können per Knopfdruck kopiert werden.

Themensammlung verwenden

Themensammlungen können hier verwendet werden:

• Abweichungsanalyse
• Auditplaner