Planning Your Audit
Created by: Richard Brynteson
Modified on: Tue, 1 Feb, 2022 at 5:37 PM
To plan your audit, follow these steps.
Plan Your Audit
- Select Audits from Accreditation Manager
- Choose +Plan Audit
- In Step 1, provide all of the required fields
- When you are satisfied with your initial data entry, click Save Step 1.
- Step 2 is related to how you plan on creating the Clauses, Requirements and Questions in your audit.
There are three methods to populate your clauses within the audit:
A. Manually create each Clause and Question
B. Copy an existing audit
C. Import audit Clauses and Questions from a template
- Once you have selected an option, choose to finish the Planning Step or start the Schedule Phase.
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