Requested Audits


You can view a list of all audits that have been previously requested and awaiting to be scheduled in the Schedule Audit list. Typically once an audit has been requested, a representative from an audit company schedules the audit. However, an administrator may also schedule an audit from here.

 

To view a list of audits that have been scheduled:

To schedule an audit that has been requested:

  1. Go to Audit > Scheduling > Requested Audits to display the list of all requested audits.
  2. Click on the location that you want to schedule an audit for. The Schedule Audit Details page opens.
  3. From the AUDITOR droplist, select the login name of the auditor who will be conducting the audit.
  4. In the SCHEDULED DATES fields, schedule the start and end dates of the audit. The start and end dates should fall within the specified Performance Dates.

  5. Click the SAVE button.

The audit is now scheduled. It is now removed from the list of requested audits (those waiting to be scheduled) and is placed in the Scheduled Audits list. It is now considered "in progress".