Processing the Audit
Use
The audit contains all of the data required for the execution and valuation of an audit. An audit can be created and executed in relation to an audit plan or it can be created an executed directly in the system (unplanned).
Procedure
...
1. Access audit management.
2. To create a new audit plan, choose New → Audit in the context menu of the navigation area. If you want to create a new audit on the basis of an audit that already exists in the system, choose New →Audit Using Template.
If you create your audit in this way, you can later assign it to an audit plan using Drag&Drop.
It is also
possible to create an audit directly from an audit plan. To do this, select
the required audit plan in the navigation area and choose 
Audit or Audit Using Template.
If an audit is assigned to an audit plan, changes (for example, date shifts) that you make in the audit overview in the audit plan are also changed in the audit data record and in the Microsoft Project data related to the audit.
3. In the header area on the right, enter a unique key, a description, and the required language for the audit.
4. Enter the required data on the tab pages.
5. On the Texts tab page, you can create notes and/or a description and/or the audit location. 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, follow the procedure described in Assigning Documents to an Audit Component.
6. In the navigation area, choose:
¡
Assign Question List, if you
want to assign a released question
list to the audit.
The system copies the question list that was selected as the template into the current audit. In this question list, you can change questions, create new questions, or delete existing questions.
It is also possible to create or assign a question list directly from the audit. To do this, select the required audit in the navigation area, and in the context menu, choose Create → Assign Question List, or Create → Audit Question List/Question, or Create → Audit Question List/Question Using Template.
¡
Audit Question List/Question, if
you want to create a new audit question list or
audit question for the audit.
¡
Audit Question List/Question Using
Template…, if you want to create a new
audit question list or audit question on the basis of an audit question list
or audit question that already exists in the system.
7. In the right screen area, enter the required data for the audit question list on the tab pages.
If you want to assign documents to the current audit question list, select the audit question list in the navigation area, and follow the procedure described in Assigning Documents to an Audit Component.
8. Save the audit.
Result
You have created an
audit that can contain one or more audit question lists. In the navigation
bar, audits are indicated by the icon 
, audit question lists by the icon 
, subordinate hierarchy levels in an
audit question list (for example, element or question) 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 as a print preview. You can print this preview
(
Form for Audit pushbutton),
you can assign it to the current audit 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.
If you choose
the pushbutton 
Overview in the right screen area, the
system displays all corrective/preventive actions related to the current
audit.
If you choose
the pushbutton Overview in the right screen area, the
system displays all questions for the current audit.
It is always possible to change an existing audit. To do this, double-click on the audit in the navigation area and then make the required changes.
To delete an audit, select the required audit in the navigation area and, in the context menu, choose Delete.
See also: