From the Auditor Dashboard you can access an audit two ways. The first is to click the "Audit Now" button below the audit you need to complete.

The second way is to click "Assigned Audits"

Then to click the audit you want to complete from the left-hand accordion.

Once you have an audit open the first thing you need to do is to hold an opening meeting. An agenda is available in the application to ensure all critical items are covered.

Once the names of the attendees are entered, enter the date.

Click "Next" to save the Opening Meeting Record.

When auditing a Standard Requirement, if you find yourself stuck, click "Ask this" to see a list of questions that are good prompts to get a conversation going.

The "Ask This" information is specific to each requirement.

When you are done with the "Ask This" click the "X" to close the popup. Clicking outside of the popup will also close it.

When auditing a Standard Requirement, if you find yourself stuck, click "Look at That" to see a list of objective evidence items you may want to look at if available.

The list is specific to each requirement.

When you are done with the "Look at That" click the "X" to close the popup. Clicking outside of the popup will also close it.

To demonstrate a requirement was audited, enter the objective evidence that was reviewed. Be as specific as possible using reference numbers and dates whenever available. This helps process owners identify opportunities in the future.

In addition to, or in lieu of entering information, you can take a photo, video, or voice recording of objective evidence provided it includes enough information to allow an individual to find it in the future.

For each piece of objective evidence you enter, select the conformance level that applies.

You can choose Conformance, Opportunity for Improvement (OFI), or Non-conformance.

If you select OFI or Non-conformance, you will need to explain why in the Resulting From field.

Ideally each requirement should have a minimum of three pieces of objective evidence so to log more, click "Add objective evidence"

If you add one too many pieces of objective evidence, you can click "Remove" to get rid of it.

Once all objective evidence is entered, select the conformance level for the requirement as a whole.

Enter the audit write-up for the requirement.

You can also have AVA draft the write-up.

Ensure you double check Ava's work and fix any errors.

When you are done with each Standard Requirement, click "Next"

Enter all sub-processes reviewed.

If any of the sub-processes weren't complying with an organizational requirement, click 'Add a Finding'

When entering an Organizational Requirement Finding, first identify which sub-process it was found in. This should be one of the sub-processes entered in the list at the beginning of this section.

Then enter a reference to where that requirement comes from. This could be an internal procedure, an organizational policy, or something else.

Then detail what the requirement is.

Enter the Objective Evidence related to that requirement.

In addition to or in lieu of the text entry you can attach a picture, video, or voice recording as long as it is detailed enough to allow the process owner to find the issue again.

The record the finding type.

This can be an Opportunity for Improvement or a Non-conformance.

Then explain why the objective evidence resulted in a finding in the Resulting From field.

If there were multiple findings, click "Add a Finding"

If you incorrectly added a finding, click "Remove" to get rid of it.

When all of the findings are entered, enter a summary of the sub-process's compliance with organizational requirements.

If your package and administrator allow it, you can also have AVA draft the write-up.

Ensure you double check Ava's work and fix any errors.

When you are complete with Organizational Requirements, click "Next"

If the process being audited had no Corrective Actions launched or closed since the last audit you can click "No Corrective Actions"

If there was a Corrective Action launched or closed since the last audit for this process, click "Add corrective action details"

Enter corrective action number for the Corrective Action Report being evaluated.

Select the Corrective Action status.

Corrective Actions can be Open or Closed.

Summarize the issue that cause the Corrective Action Report to be launched.

Identify the Corrective Action that was or is being implemented. If the corrective action hasn't been determined yet, enter TBD.

Evaluate and determine if actions were taken in a timely manner or not.

If the Status was identified as Closed you need to identify if it remains effective and prevents recurrence.

Add corrective action details for each Corrective Action launched or closed since the last audit.

If you incorrectly add a set of corrective action details, click "Delete corrective action details"

Once all corrective actions have been entered, populate the corrective action summary.

When all Corrective Actions have been entered and the summary is complete, click "Next"

List all of the process defining materials and controls for the process.

Add at least one key performance indicator for the process by clicking "Add additional key performance indicator"

Record what the Key Performance Indicator is.

Identify the goal of the KPI

Enter the results achieved by the process.

Identify if the goal was "Achieved" or "Not achieved"

If the results were that the goal was not achieved, identify if appropriate actions were taken or not.

Looking at the process defining materials and controls, identify whether planned activities are fully, partially, or not realized.

The system will adjust the output regarding the process results, based on inputs above, but if you would like to adjust it this is where you can do so.

The system will use the process realization rating and the process results rating to determine the process risk. This will be displayed at the bottom of the screen.

When the Process Effectiveness section is complete, click "Next"

The Findings and Summary Page shows the results of the audit and is where the summary of the audit is documented.

If your package and administrator allow it, you can also have AVA draft the summary write-up.

Ensure you double check Ava's work and fix any errors.

When the Audit Summary is complete, click "Next"

Once you have completed the audit, you need to hold a closing meeting. An agenda is available in the application to ensure all critical items are covered.

Once the names of the attendees are entered, enter the date.

Click "Next" to save the Closing Meeting Record.

Once all fields of the audit are complete and it is ready for closure, read the acknowledgement statement in this section and then use your mouse, touchpad, or touch screen to sign in the box.

Save your signature when complete.

If "Failed to save signature. Please ensure all audit data is complete and try again." a field may not be complete, or the system is processing the data. Ensure all data is entered and if you still get the error message wait a few minutes and try again.

Once the alert shows "Signature saved successfully. All audit data has been synchronized." then the audit is locked and has been moved to the Process Owner for review.