Request an Audit

This option allows a user with SCHEDULE REQUEST permission to request that an audit be scheduled on a specific location. Typically, once the audit is requested, the request goes to the audit company (either a 3rd party auditing company or an internal auditing department), who will then schedule the audit.

REQUESTING AN AUDIT BE SCHEDULED

1. On the menu bar, select Audit > Schedule Audit > Request an Audit.
   
   The Request Audit page opens, displaying a list of locations.
2. Click the selection checkbox to the left of the location that you want to request an audit for, then click the REQUEST AUDIT button.
   
   

   The Request Audit - Location page opens. (NOTE: At any time, you may review the information from the last audit performed by clicking the PREVIOUS AUDIT tab on the left.)

3. On the GENERAL INFO tab, select the form to use for the audit from the SCHEDULE FORM droplist. All forms available to this location appear in the list.
4. Select the type of audit that is being requested from the FORM TYPE droplist.
5. From the SCHEDULE NAME droplist, select the schedule name associated with the audit company who will be conducting this audit. Only schedules eligible to conduct audits on this location appear in the list. In many cases, only one schedule will be available.
6. In the PERFORMANCE DATES fields, select the Start and End dates when this audit is to be conducted. By default, today's date appears in these fields. Click the CALENDAR button beside the Start/End date fields to display a calendar from which to select different dates.
7. You may add notes pertaining to this request.
8. Click the SAVE button.
   
   

This completes the request process. This audit now appears in the list of audits that have been requested. (To view this list, select Audit > Schedule Audits > Requested Audits.)

When the audit company user who is responsible for scheduling audits on this location logs in, a task will appear in the Activities list to indicate that an audit needs to be scheduled.