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Audit

Attachment

If you want to create audits and inspections, switch to the [Audit module]. There you can start the creation with the [+] button.

In the creation wizard you can select the company, as well as an audit template, set the release status and determine the document status. You can also set a validity period.

Note

If a newly created audit module is not listed, you should first check the Filter settings. The department in which the audit module has just been created should be activated here.

Visibility - Findability

If you can't find your audit and you can't see it in the list, it is most likely due to the filter settings, for more details see our chapter [Filters].(../filter/index.md).

Evaluation of an ADT

To evaluate an ADT, carry out the following steps:

  1. First click on the thumb symbol in the row of structural data.

  1. There you select the desired overall status, you have the choice between.

    • Undefined
    • Checked OK
    • Review
    • NOT OK

  1. After finishing with [Save|Document], the document has the selected evaluation status.

Reporting

A report on one or more audits can be generated using the Report Wizard.