Scheduling Audits

Before you can start scheduling audits, you must ensure that you have created an audit type for all required audits.

Step-by-step guide

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

  2. Click [New Audit] in the Audit Reports pane.



  3. Select the audit type in the Audit Type drop-down list.

  4. Enter the description of the audit in the Audit Name text box.

  5. Select the auditor conducting this audit in the Auditor drop-down list.

  6. Select the planned start and end dates for the audit in the relevant fields.



  7. Click [Add]. The audit is displayed in the schedule with a ‘Pending’ status.



 

 

Auditing Module Guide: