Review Audit Plan and Schedule Audit

Explanation

Use this activity to review the audit plan and to schedule the audit. When the audit is scheduled it is ready to be performed by the auditor.

Prerequisites

An audit in the Planned status must exist.

System Effects

As a result of this activity, the audit is moved to the Scheduled status and is ready to be carried out by the auditor.

Window

Audit Planning
Audit
Audits

Related Window Descriptions

Audit Planning
Audit
Audits

Procedure

  1. Open the Audit Planning window and click Refresh. All existing audits for the following 12 months, starting from the date in the Schedule Start field, will be displayed..
  2. Review the audit schedule to understand if the audit date should be updated, and who the auditor should be.
  3. Select one or more lines, right-click and then click Audit Details. The Audit window opens.
  4. Review the scheduled audit date.
  5. In the Scheduled Audit Date field, enter a new date or update the existing date if required.
  6. Review the value in the Auditor ID field. If required, enter a value in the Auditor ID field or click List to select one from the List of Values.
  7. Click the Focus Area tab and review the audit focus area details. Update the focus area details if required.
    Note: At least one audit focus area must be defined.
  8. If no audit focus area has been defined, create a new record and enter a value in the Business Area ID field or click List to select one from the List of Values. Also, enter values in the Reference Standard and Reference ID fields or click List to select one from the List of Values.
  9. Review and update any other information regarding the audit in the Audit window.
  10. Save the audit.
  11. On the header of the Audit window right-click and then click Schedule. The audit status changes to scheduled.