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Additional information

Create a new audit component,

Select the category of audit component that you wish to create. You can simplify the process of creating a new audit component by using a template.

·        Depending on the hierarchy level you are currently working in (for example, audit plan, audit), you can create different audit components. If you create new audit components, these are assigned (at the next level) to the selected audit component (hierarchy level).

·        You can also create a new audit component in the context menu of the navigation area by choosing Create and then selecting the required audit component category.

Cut a selected audit component,

If you choose this function, the selected audit component will be cut and copied to the clipboard. Using , you can then reinsert this audit component at any desired point in the navigation structure.

You can also delete a selected audit component by choosing Delete in the context menu.

Copy a selected audit component,

If you choose this function, the selected audit component is copied to the clipboard. Using , you can then reinsert this audit component at any desired point in the navigation structure.

In non-CRM systems:

If you have attached a document to this audit component, this document is physically copied. This means that changes to the document template will not be transferred.

Include the audit component that is stored in the clipboard,

If you choose this function, the audit component that is in the clipboard will be included in the navigation structure at the point where the cursor is currently positioned.

Include a selected audit component in the worklist,

Delete a selected audit component,

If you choose this function, the selected component will be deleted.

Search for an existing audit component,

 or

In the dialog box that appears, you can enter a search term for the audit component.

Select Identification, if the system is to search for the search term in the Identification field. If necessary, use the input help.

Select Description, if the system is to search for the search term in the Description field. If necessary, use the input help.

Choose Continue to start the search.

Expand the displayed navigation structure,

Collapse the displayed navigation structure,

Show or hide the navigation area,

Open an existing audit component,

In the dialog box that appears, you can enter the description of the audit component to be opened. You can use the input help to make a selection.

Choose  if you only want to open the audit component.

Choose  if you only want to include the audit component in your worklist.

Choose  And Open, if you want to include the audit component in your worklist and also open it.

Now you can make the required changes to the audit component.

Close an existing audit component,

The system closes the associated audit component, that is, the one on the very left in the hierarchy.

Call up the audit component last processed,

Call up the next audit component,

This function is only active if you have previously used the function .

Change from change to display mode or vice versa,

When you attempt to change the mode an authorization check is run. If you do not have the authorization to change an audit component, an error message appears.

Call up graphical time scheduling (Microsoft Project),

You can only call up graphical time scheduling if you are currently displaying or processing an audit plan.

A connection to Microsoft Project has been implemented for graphical time scheduling. To be able to use this connection, you must have Microsoft Project installed on your PC.

Search for audit components in the system,

Audit Components

You can also use this function if you want to export audit components to Microsoft Excel, for example, to perform evaluations.

Display the hidden worklist,

Change the user-specific settings,

Call up the help text for a selected audit component,