The Audit Module allows a module supervisor to schedule audits ahead of time and allocate the audit to the relevant auditor.
On the home page, click the Modules drop-down and then click Audits.
Click Schedule Audits.
From the Assign Audit to drop-down menu, search for and select the user’s name.
To select when the Audit needs to be completed by, click Assign Due Date.
Note: Assign Audit to and Assign Due Date are the only mandatory fields.Complete the below optional fields as required:
To allocate a question set, click Audit Question Set. Search and select from the available Audit question sets.
To specify the file to be audited, in the boxes provided, type the Name and Reference.
To specify who you wish the auditor to audit, click the Auditee drop-down and select a user.
You can fill in the Department, Office, and Practice Area fields to populate these as required.
To add the audit to the schedule, click +Add.
The audit will now appear under the Audits to be Scheduled section.
Tip: You can add more audits at this stage by repeating the above steps.Click +Schedule Audits.
A pop-up window will appear to confirm the Audits have been successfully scheduled.