How to register a plan in an audit?

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In an already registered audit that is still being planned, we can add other schedules.

In the Audits tab, click

  • In the planning audit you will have a new planning.
  • In the context menu  and click Edit.

Permission required to manage audits or manage schedules.

Click on the Planning tab , to register click on + ADD.
The screen for registering a schedule will be displayed.

  • Schedule name: Enter the schedule name according to the selected languages.
  • Start date and time: Enter or select  the planning start date from the calendar . The time is not mandatory.
  • End date and time: Enter or select from the calendar the end date of the planning. The time is not mandatory.

If the audit has a defined period, the plans must respect the deadline assigned in the audit.

  • Participants: Inform the participants (who will be audited), select from the list of users who are registered on Qualiex.
  • Lead auditor: Select the lead audit auditor.

To be a lead auditor, you must have permission to manage audits.

  • Auditors: If you have an accompanying auditor, select from the list or type the name and press enter.
  • Audited company: Select the company to be audited, used for third party audits.
  • Location: Enter the location to be audited.
  • Planning items: Select the items to be audited. Click on to expand the items and sub-items.

 

Click  to save the schedule.

Fields with * are mandatory.

After saving the schedule, click  to save the audit.

When recording, confirm that the planning can be completed. If all plans have already been registered, click on Finish planning to finalize the planning and the audit status will be Planned and can be performed. If there are plans to be registered click on Just Save and the audit will have the status of In planning.

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