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Step-by-step guide

1. Select Safety > Audit Reports > Browse Schedule. The Audit Schedule screen is displayed.

2. Click the [] for the required audit in the Audit Reports pane. The Details tab is displayed.

3. Click [Edit] and modify the audit details if required.

   
   

   Field	Description
   Audit Name	Enter the name for the audit.
   Audit Type	This field is automatically populated when you create the audit in the schedule and cannot be modified.
   Criteria	Enter the audit criteria.
   Scope	Enter the audit scope.
   Objective	Enter the audit objectives.
   Auditor	Select the name of the auditor.
   Name	Select the primary contact for the audit. If the contact is not in the system, select ‘Manual Entry’ and complete the required information.
   Telephone	Enter the primary contact’s telephone number.
   Organisation	Enter the primary contact’s organisation.
   Email	Enter the primary contact’s email address.
   Start Date	Select the actual start date for the audit. This is automatically populated when you click [Start Audit], so it is not a requirement to set this date.
   End Date	This field is automatically populated when you complete the audit.
   Estimated Start Date	Enter the planned start date for the audit.
   Estimated End Date	Enter the planned finish date for the audit.

   
   

4. Click [Update].

5. Select the Checklist Setup tab. The default checklist associated with the audit type is displayed. Modify the checklist as required.
   
   

   
   

   Field	Description
   Checklist Drop-Down List	Select the required checklist template for this audit.
   [Add Checklist Item]	Click [Add Checklist Item] to add additional checklist items for this audit.
   [Add Header]	Click [Add Header] to add additional checklist headers for this audit.
   [Allow Expected Outcomes]	Click [Allow Expected Outcomes] to add an Expected Outcomes text box for each checklist item, which guides the auditor with the expected outcomes.
   [Save As Template]	Click [Save As Template] to save the current checklist as a new checklist template.
   [Add Items From an Existing Checklist]	Click [Add Items From an Existing Checklist] to incorporate an additional checklist for this audit.
   Print Checklist link	Click the ‘Print Checklist’ link to print a copy of the checklist to use during your audit.
   	Click the up and down arrow icons to sort the order of the checklist items.
   	Click the pencil icon to edit the header or checklist item for this audit.
   	Click the trash icon to delete the header or checklist item for this audit. If you remove a header, all checklist items below the header are also removed.

   
   

6. Click [Start Audit]. The checklist is converted from the setup to audit mode and the Documents, Findings and Summary tabs are displayed.

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