Processing the Audit Plan 
Use
The audit plan is the planning instrument for the administration of audits.
Procedure
...
1. Access audit management. See Accessing Audit Management.
2. To create a new audit plan, choose New ® Audit Plan in the context menu of the navigation area. If you want to create a new audit plan on the basis of an audit plan that already exists in the system, choose New ® Audit Plan Using Template.
If you create your audit plan in this way, you can later assign it to another audit plan using Drag&Drop.
It is also possible to create an audit plan directly from another audit plan. To do this, select the required audit plan in the navigation area and choose Audit Plan or Audit Plan Using Template.
3. In the header area on the right, enter a unique key, a description, and the required language for the audit plan.
4. Enter the required data on the tab pages.
5. On the Texts tab page, you can create notes and/or a description. All of the usual editor functions are available. In addition, you can load local files or save texts you have entered as local files.
If you load files that contain control indicators (for example, Microsoft Word files), then these control indicators are interpreted as texts by the system and are displayed as such. You should, therefore, only load pure text files (ASCII files).
Texts that have been entered can only be saved locally as pure text files.
If you want to assign documents to the current audit plan, follow the procedure described in Assigning Documents to Audit Components.
6.
In the navigation area, choose
Audit, if you want to create a new audit for the current audit
plan, or choose Audit Using Template... if you want to create an audit on the
basis of an audit that already exists in the system.
In the navigation area, choose
Audit Plan, if you want to add a new audit plan to the current audit
plan, or choose Audit Plan Using Template... if you want to create an
audit plan on the basis of an audit plan that already exists in the
system.
If you want to create an audit plan or audit first, and only assign it to an audit plan at a later stage, in the context menu, choose New ® Audit Plan or New ® Audit Plan Using Template (to create an audit plan) and New ® Audit or New ® Audit Using Template (to create an audit). You can then later assign the audit/audit plan to the required audit plan using Drag&Drop in the navigation area.
7. In the right screen area, enter the required data for the audit or audit plan on the tab pages.
If you choose the pushbutton
Overview
in the right screen area, the audit overview
appears. You can also create
audits in this view and enter all required detail data. Note that only
the audits that are assigned directly to the audit plan are displayed. Audits
assigned indirectly via another audit plan will not be displayed. If you also
want to display audits assigned indirectly, you must set the indicator
Display Audits of Subordinate Plans.
If you want to
use graphical time scheduling (Microsoft Project) for the planning of audits,
Microsoft Project must be installed on your PC. To switch to graphical time
scheduling, choose 
.
The changes that you make to the data in Microsoft Project will be copied into
the system when you save.
If you want to assign documents to the current audit, follow the procedure described in Assigning Documents to an Audit Component.
On the following screen, you can enter the title of the document and the document attributes.
8. Save the audit plan.
Result
You have created an audit plan that
consists of one or more hierarchically structured audit plans and one or more
audits. In the navigation bar, the audit plans are indicated by the icon
, audits by the icon
, and assigned documents
by the icon 
.
If you choose the pushbutton 
Print Preview in the right
screen area, the system displays the data of the current audit plan as a print
preview. You can print this preview (
Form
for Audit Plan pushbutton), you can assign it to the current audit plan
as a PDF document (
PDF
Attachment pushbutton), or you can send it in the form of a PDF
document in a mail to all business partners (
PDF Attachment pushbutton. You can also use your
own forms. Note that only the audits that are directly assigned to the
audit plan are displayed and printed. Audits that are assigned to an audit
plan through another audit plan (indirectly assigned) are neither displayed
nor printed.
It is always possible to change existing audit plans. To do this, double-click on the required audit plan in the navigation area and then make the required changes.
To delete an audit plan, select the required audit plan in the navigation area, click the right mouse button, and then choose Delete.
See also: