Schedule Audits

When an Audit Company representative with the appropriate permissions logs on and selects the SCHEDULE AUDITS option, a list of any audits that have been requested and assigned to this audit company is displayed. The audit company should then schedule an audit for that location within the specified time frame.

For a list of all permissions including those associated with the Schedule group, see the Permissions List.

SCHEDULING AN AUDIT

1. Go to Audit > Schedule Audit > Requested Audits.

   A list of requested audits is displayed.

2. Click on the location to select it.
   
   
3. From the AUDITOR droplist, select the auditor who will be conducting the audit.
   
   
4. Schedule a date for the audit. The audit should be scheduled to fall within the PERFORMANCE dates specified. You may type the date directly in the field, or you can click the Calendar icon beside the field to display a calendar. You can then click on a date on the calendar to select it.
   
   
5. You can add optional notes about this audit in the field provided.
6. Click the SAVE button.

Once the audit has been scheduled, it is removed from the SCHEDULE AUDITS page and placed in the IN-PROCESS AUDITS list.