Set up and manage audit schedules to ensure audits are planned, assigned, and executed on time.
Navigate to Audit Schedule.
Input the Lead Auditor by selecting them from the dropdown of available auditors.
Process owner and auditors with conflicts of interest won't be available for selection.
If needed, identify a Supporting Auditor (optional) by selecting them from the dropdown of available Supporting Auditors.
To sort alphabetically, click the Header section you want to sort.
Type in or select the Due Date for the audit.
Best practice is to schedule audits based on process risk with the highest risk being conducted first.
Click "Save" to update your configuration
Scroll over using the sidebar to view additional audit information
Click "Add Additional Audit" if desired.
This will add the selected audit to the schedule so you can plan an additional audit.
Click "Delete" to remove the additional audit.
You can delete any incomplete additional audits if needed. At least one audit must be completed, however.
If the audit is in progress all information will be erased if deleted. A pop up will appear to confirm this action.
To begin a new audit cycle click the button
You can create a new audit cycle even before the current one is complete but any incomplete audits and data will be lost.
A pop up will warn you of the information loss if there are incomplete audits and to confirm.
You're all set!
You've completed all 10 steps for Configure Audit Schedule. If you have any questions or run into any roadblocks, our support team is here to help.
Contact SupportWhat's next?
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