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Audit Schedule

The Audit Schedule lists all of your audits. By default, it displays audits that have been scheduled for the pre-defined date period, and that have a status of "Outstanding". The schedule may also be filtered on various criteria.

For help on activities associated with this form, go to Audits - Activities

Filter options:

Filter	Type	Description
Location	Combo box	Geographic - The relevant area or place. Select from user-defined options
Business unit	Combo box	Organisational - The relevant business unit or department. Select from user-defined options
Auditor	Combo box	The nominated Auditor - select "Any" or a particular auditor
Audit Type	Combo box	Basis for the audit - e.g. process, contract, project etc.
Topic	Combo box	The primary subject matter or focus of the audit e.g. safety, environment, quality etc.
Status	Combo box	Pre-defined options are as follows: Any - All audits Outstanding - Audits that do not have an entry in the 'Actual Date' field Follow-up outstanding - Audits that have a text entry in the 'Follow-up request/details' field, but no name and date in the corresponding fields Overdue - Audits that are outstanding and the Scheduled Date has passed Completed - Audits that have an entry in the 'Actual Date' field The default setting is "Outstanding". This will only show audits that do not have an entry in their 'Actual date' field.
Data from	Text Box	The earliest scheduled audit to be displayed
Date to	Text box	The latest scheduled audit to be displayed
Score from	Text box	To display only audits with that have been 'scored' with a minimum of this value
Score to	Text box	To display only audits with that have been 'scored' with a maximum of this value
Audit No.	Number field	To display an audit identified by this number
Audit Title	Text Box	Free text search. Show records that contain that text in the Audit Title field
Show inactive options	Check Box	Filter records based on inactive options e.g. defunct business units

The Search button will filter the list according to your selections. The Reset button will restore the default settings.

Fields displayed:

Field	Description
Location	Relevant location
Unit	Relevant business unit
Issue	Categorises the audit by its primary focus e.g. safety, environment, quality, food safety, and security etc. The software does not force such a focus. Audits may be performed to verify compliance or performance on multiple issues.
Audit title	May be a process, contract, document or other title
Auditor	Name of the person conducting the audit (or 'Team leader' where there are several auditors)
Contact	Name of the person hosting the audit
Scheduled	Date the audit was due to take place
Score	Depending on your own business rules described in your audit procedure, this field may describe a compliance or performance score
Done	Yes / No field to identify audits that have been completed
Due	Yes / No field to identify audits that were due to have taken place by today but have yet been completed or recorded

You may change the sort order of records by clicking on the title of any column. Alternate clicking will change the sort order to ascending or descending. This will affect the sort order as viewed onscreen. It will not change the order permanently, or affect any reports generated.

For navigation to more records, the table has a Paging tool at the bottom.

Buttons:

Button	Function
Procedure	Opens your procedure for Audits
New	Add a new Audit to the schedule
Edit	View / Edit the selected Audit Record
Close	Close the form

Functions menu:

Item	Function
New	Add a new Audit to the schedule
Edit	View / Edit the selected Audit Record
Delete	Delete the selected Audit Record
Copy	Make a copy of the selected Audit Record
View Procedure	Opens your procedure for Audits

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Contents | Audits | For help on activities associated with this form, go to Audits - Activities