Create audit program
Weitere Optionen
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
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 focal points of the audit program can be specified. Audits that are created via this audit program automatically adopt the focuses.
Start and end date:
.
- Here must be entered in which period, in an audit program, audits are scheduled.
external audit program:
.
- This setting creates audits created from this audit program as external audits by default.
Assigned audits
All already planned audits are displayed here. It does not matter whether these are drafts, in execution, in post-processing or already completed.
It is also possible to plan new audits for an audit program here or to assign existing audits to the audit program.
To creat a new audit click on the "plus" button. For how to create audits, see Create Audit.
To assign an audit, click the blue "link" button.
