Page Comparison

  On this page:

1. Create an Issue as an example.
2. Click 'New Audit Type' to create a New Audit Type (you will see the screen shown below).
   
   
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3. Give your Audit Type a name, such as 'Ergonomic audit' or 'Project 6 monthly Environmental Review' and enter some guidance for the Auditor.
4. Select an existing Audit Category for your new Audit Type.  
   See the User Guide for details on how to add and edit the Audit Categories.
5. Option 1 - Electronic checklist : Select a checklist from the Survey selector. 
   This will insert an electronic checklist from the Checklist module into the Audit Type.
   Option 2 - NO Electronic checklist : Leave the Survey selector blank. 
   This means that the Auditor will use the documents you attached in the next step to conduct the audit.
6. Select a document and/or a checklist to be included in your Audit Type.  These will be provided to the Auditor each time this Audit Type is used.  They are selected from the Filing Cabinet within CS Intranet.
7. Click 'Save' to create your Audit Type.
8. Check the list of Audit Types for your new entry - its now ready to be used for a scheduled or ad-hoc audit.

In this exercise you use an Audit Type already within the system to schedule an audit.

1. Open the Audit Types menu within the Audit Module.  This will show you a list of the existing Audit Types, and the Category they are allocated to.
2. Click 'New Scheduled Audit' (you will see the screen shot below).
   
   
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3. Locate the Audit Type you just created by first entering the Audit Category, and then selecting the Audit Type from the list provided.
4. Choose a month range (Start Month and End Month) for your audit to be conducted.
   The smallest range is 1 month, by selecting the same Start Month and End Month.
5. Specify whether you wish the audit to recur i.e. be conducted once, or conducted every 6 months (for example). 
   Select '0' if the audit is to only be conducted once. 
   
6. Nominate the Audit Scope. 
   See the User Guide for details on how to add and edit the Audit Scope.  The Audit Scope may be a list of Projects or Divisions (for example) and may include an option such as 'No specified scope' if required.
   
7. Nominate the Location (optional). 
   See the User Guide for details on how to add and edit the Audit Scope.  The Audit Scope may be a list of sites or divisions (for example).
8. Select yourself as the Manager.  The Manager is the person who will be required to complete the Audit. 
   
9. Click 'Save' to schedule your Audit.
10. Click 'Go to Manage Audits Page' to view the list of audits (the 'audit schedule').
11. Check for your audit - it will appear in the list with your name as the Manager.

Make a note of the Audit you have just scheduled - we will use it in Exercise 3.

In this exercise you will complete the Audit that was scheduled in Exercise 2.

1. Open the Manage Audits menu within the Audit Module.  This will show you a list of the existing audits that have been scheduled.
2. Locate the Audit you created in the previous exercise, and click 'Edit'.
3. You can now fill in the details of the audit as if you have conducted it.  Start by entering the date the audit was carried out, and the auditor name.
4. Download any checklists and documents that have been provided with the audit.  You would have used these to conduct the audit.
5. OPTION:  If your Audit has an embedded checklist (you would have selected this in Exercise 1), open it and complete some details.
6. OPTION: Upload an Audit Report (click Attach File) - this is where your evidence of the audit and other documents you create in the course of the audit will be attached.
7. OPTION: Create an Action by clicking 'Add Action' and completing the form that opens
   Note: Once you have saved your task and it appears in the list on the screen, you will need to click 'Convert to task' if this action is to be sent to the actionee.  If you wish to manage the task yourself (within the audit then leave it as-is).
   
   
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8. When you are satisfied with the details you have entered, click 'Save'.  This will record the details in the audit and return you to the list.
   

In this exercise you use an Audit Type already within the system to schedule an audit.

1. Open the Manage Audits menu within the Audit Module.  This will show you the current Audit Schedule, including any Ad-hoc audits that have been entered.
2. Click 'New AD-HOC Audit' (you will see the screen shot below).
   
   
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3. Locate the Audit Type you wish to use by first entering an Audit Category, and then selecting the Audit Type from the list provided.
   
4. Nominate the Location (optional). 
   See the Administration chapter for details on how to add and edit the Audit Scope.  The Audit Scope may be a list of sites or divisions (for example).
5. Select the Manager.  This is the person who completed the Ad-hoc Audit. 
   
6. Click 'Save' to complete Step 1 (you will now see the screen shot below).
   Your audit is now created and you need to complete additional details.
   
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7. Enter the details of your audit, including the date it was completed, auditor details and score.
   
8. Click 'Save' when you are finished.
   You can return to the audit at any time to enter more details and finalise it by locating it in the list, and clicking Edit.