Adding or viewing an audit schedule

Use this page to add a new audit schedule or view an existing audit schedule.

You can use this page to
  • View an existing audit survey.
  • Search for an audit survey, using the Search icon.
  • View more information about Audit Instructions, Company Details, Categories, Contacts and Sites.
  1. Select Supplier Auditing > Audit Scheduling. The list of audit schedules is displayed on the Audit Scheduling page.
  2. Click view. The audit schedule details are displayed.
  3. Specify or review the below information:
    Supplier
    The vendor or supplier for whom the audit is intended to be scheduled.
    Note: 
    • You can view company information and available contacts, on the Audit Scheduling page, only if the supplier is created with the BOD. The details are available only for a registered supplier.
    • The audit element type that is manually added, must be used for the unregistered suppliers.
    Audit Element Type
    The type of the audit element. The audit element types that are created in the Audit Setup page are displayed.
    Audit Element
    The name of the audit element. The audit elements are displayed based on the Audit Element Type selected.
    Note: You must specify the audit element manually, if the selected audit element type is manually created.
    Audit Type
    The name of the audit type. The auditors that are created in the Audit Setup page are displayed.
    Auditor
    The name of the auditor to whom the audit is scheduled. The auditors that are created in the Audit Setup page are displayed.
    Audit Manager
    The name of the audit manager who scheduled the audit.
    Create Date
    The date on which the audit schedule is scheduled.
    Audit Start Date
    The date on which the audit starts.
    Audit End Date
    The date on which the audit ends.
    Audit Instructions
    The instructions specified in the audit parameters.
    Note: 
    • You can specify this information within 1200 characters.
    • You cannot modify the information in the fields Supplier, Audit Manager and Create Date.
  4. Select Save.
  5. Review the survey-related information in the Audit Surveys section.
  6. Click Add. A pop-up is displayed wherein you can specify the information in the Audit Element and the Survey fields. The surveys are displayed based on the selected audit elements.
    Note: You can add the audit surveys only after using the Save option.
  7. Select Issue and Confirm. The survey is added in the Audit Surveys section.
  8. Select Issue. The audit is issued to the auditor.
    Note: 
    • You can view the issued or scheduled audits on the Audit Management page.
    • You can also
      • Save the audit schedule, using the Save option.
      • Schedule an audit, using the Schedule option.
      • Reissue the survey to the supplier, using the Resend icon.
      • Delete the audit application, using the Delete option.
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