If your company has an integrated management system (SGI), we can use more than one standard in planning to carry out the audit.

On the Auditings tab, click .

• Language: Select the language in which the audit will be performed. Remembering that the standard and type of responses must be registered in the same languages. The fields to be filled in are displayed according to the selected languages.
• Audit name: Enter the name of the audit.
• Standards: Select the standards to be used in the audit using the same calculation method.

• Start date and time: Inform the start date and time of the audit.
• End date and time: Enter the end date and time for the audit.

Customer: Select the customer.
Description: If necessary, insert any notes about the audit. Inform the scope of the audit, for example.

 

Planning

• After entering the audit data, click on the PLANNING tab .
• To add a schedule click + ADD.

 

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.

• 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.

• 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.

• Planning items: Select the items to be audited. Click on to expand the items and sub-items.

Click  to save the schedule.

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.

Select the Standards tab and click .

In the STANDARDS tab, inform the following data:

• Name: name of the standard or check list (can be registered in up to 3 languages)
• Description: any information that is relevant
• Automatic numbering (button): for you to define the order at the time of registration. If the option is enabled, the numbering will be done according to the standard standard.

Adherence Calculation

• Weight-based grip: the calculation is based on the weighted average weighted ratio.
• Percentage of responses: based on the number of responses (eg, number of items compliant / total items audited) * 100.

After filling in the information regarding the standard, the next step is to register the Standard Items.

To register the Standard Items, click on 

In the Standard Items tab, enter the following information:

• Title: name of the item that is registered (eg: 1. SCOPE)
• Description: if it is necessary to enter specific and additional information
• Belongs to: when it is a sub-item, the item belongs to a main item
• Type: can be – question, guidance text or text field
  • question: you will have the possibility to choose the type of answer that has already been registered, previously and the weight.
  • guidance text: information needed for guidance or additional information.
  • text field: possibility of being mandatory or not, open field to insert observations.

 

After filling in the fields, click on save  in the upper right corner to save the item. And again, to record the standard.

The item and the standard have been successfully registered.

To edit the standard, select and click to edit, after clicking on the selected item, a window will open for editing.